I am ashamed to say that I haven't got down to really learning how to use excel. It is such a powerful and necessary tool that is equivalent to someone not being able to use Microsoft Words or Outlook in this day and age.
So, I decided to try creating simple charts to show the progress I've made since I started tracking my investment.
This is my yearly dividend income since 2013:
Hopefully, I will be able to reach the target of 12k per year soon.
What have I been spending on in March? This isn't a very good pictorial representation as my expenses are lumpy. I have been tracking and doing pivot tables but I can't seem to get it done on an average basis over the past year. So, I only have March to show. So Joint Account and Investment really forms a large part of my expenses. However, this chart is confusing because groceries are claimed back from Joint Account later, and my actual transport costs aren't showing up here as I settle this with a card. The Joint Account is actually a joint account owned by me and my Significant Other whereby we contribute monies into it, and we can both claim family expenditure later on.
This is my April expenses. If you see, I have a category for children, which also doesn't make sense as I claim back from my Joint Account. The only good thing is that I am spending really little on personal expenses as there is very little shopping, meals and entertainment for both charts.
Gosh, I think I really need an excel spreadsheet cheat sheet!
So, I decided to try creating simple charts to show the progress I've made since I started tracking my investment.
This is my yearly dividend income since 2013:
Hopefully, I will be able to reach the target of 12k per year soon.
What have I been spending on in March? This isn't a very good pictorial representation as my expenses are lumpy. I have been tracking and doing pivot tables but I can't seem to get it done on an average basis over the past year. So, I only have March to show. So Joint Account and Investment really forms a large part of my expenses. However, this chart is confusing because groceries are claimed back from Joint Account later, and my actual transport costs aren't showing up here as I settle this with a card. The Joint Account is actually a joint account owned by me and my Significant Other whereby we contribute monies into it, and we can both claim family expenditure later on.
This is my April expenses. If you see, I have a category for children, which also doesn't make sense as I claim back from my Joint Account. The only good thing is that I am spending really little on personal expenses as there is very little shopping, meals and entertainment for both charts.
Gosh, I think I really need an excel spreadsheet cheat sheet!
