Skills to Learn

Skill Instruction
Select cell → go to dashboard above → click on
Turn numbers into numbers (the one that says "123") → Select
1 "money" format "Accounting" or "Financial"
2 Sum Formula =sum()

3 Dropdown Menu Right Click on Cell → Data Validation → List of Items

Change color
according to Right Click on Cell → Conditional Formatting → Choose
4 condition If rule → Choose formating to be applied
Drag to apply
formula to other Hover over lower right corner of cell selected, cursor will
5 cells turn into a "+" → Hold and drag to other cells

Go to upper left corner of the sheet where "A" and "1" is

Freeze rows or → Hovering over box with thick border turns your cursor
6 columns into a glove → drag to freeze rows and columns

7 Pull data from a cell =ColumnRow

Pull data from a cell

8 in a different sheet ='Spreadsheet Name'!ColumnRow
=CurrentNumber/TotalNumber → Click on % in
9 Get % Composition navigation bar to format into percentage
=CurrentNumber/ReferenceNumber-1 → Click on % in
10 Get Gain/Loss navigation bar to format into percentage
 Demo
What this Does Data Result

Formats your numbers so they look nicer! 150 4000 3,000.00

Adds the values of cells indicated inside () 1 2 4,153

Creates a dropdown menu Income, Expense, Investment Expense

Formats a cell when it meets a condition you set (ex. if If negative, make text red. If
cell has the word "savings", make cell purple) positive, make text green. 150.00

Makes it easier to apply same formula to different cells

in a spreadsheet 150.00

Freezes rows or columns See Cashflow sheet for example (first few rows and columns are frozen
I want to get data from Cell G5, so
Gets data in from indicated cell I'll enter: =G5 4

Get Data from Cell B2 of 2021

Gets data in from indicated cell in a different sheet Overview Sheet 0
Gets what percent current data is of the total data →
For demo, I want to know what % 350 is of 1000 350 1000 35.0
Gets the percentage gain/loss of a current number
compared to a reference number 1200 1500 25.0
 Result

4,153.00

se

(200.00)

rows and columns are frozen)

4000

0.00

35.00%

25.00%
Skills to Learn
Skill Instruction
Select cell → go to dashboard above → click on
Turn numbers into numbers (the one that says "123") → Select
1 "money" format "Accounting" or "Financial"
2 Sum Formula =sum()

3 Dropdown Menu Right Click on Cell → Data Validation → List of Items

Change color
according to Right Click on Cell → Conditional Formatting → Choose
4 condition If rule → Choose formating to be applied
Drag to apply
formula to other Hover over lower right corner of cell selected, cursor will
5 cells turn into a "+" → Hold and drag to other cells

Go to upper left corner of the sheet where "A" and "1" is

Freeze rows or → Hovering over box with thick border turns your cursor
6 columns into a glove → drag to freeze rows and columns

7 Pull data from a cell =ColumnRow

Pull data from a cell

8 in a different sheet ='Spreadsheet Name'!ColumnRow
=CurrentNumber/TotalNumber → Click on % in
9 Get % Composition navigation bar to format into percentage

=CurrentNumber/ReferenceNumber-1 → Click on % in
10 Get Gain/Loss navigation bar to format into percentage

This sheet is a "view-only" file. It is not editable, so please make a copy of this Sh
How to make a copy: Go to upper right corner → Click "File" → Select "Make a Co

☕ This sheet is free to download or copy. Support by buying me a bread? 😉 ko-fi.com/albanico

 Demo
What this Does Data Result

Formats your numbers so they look nicer! 150 3000 Php 150.00
Adds the values of cells indicated inside () 1 2 Php 3

Creates a dropdown menu Income, Expense, Investment Income

Formats a cell when it meets a condition you set (ex. if If negative, make text red. If
cell has the word "savings", make cell purple) positive, make text green. Php 300.00

Makes it easier to apply same formula to different cells

in a spreadsheet Watch video for demo

Freezes rows or columns See Cashflow sheet for example (first few rows and columns are frozen
I want to get data from Cell G5, so
Gets data in from indicated cell I'll enter: =G5
Get Data from Cell D12 of 2021
Overview Sheet: ='2021
Gets data in from indicated cell in a different sheet Overview'!D12 Php 79,487
Gets what percent current data is of the total data →
For demo, I want to know what % 350 is of 1000 350 1000 35.0
Gets the percentage gain/loss of a current number
compared to a reference number → For demo, I want
to know how much % gain when 1200 increased to
1500 1200 1500 25.0

, so please make a copy of this Sheet. 🎥 Click here to watch the video explainat
→ Click "File" → Select "Make a Copy"
Click here to watch the old version of this sheet
uying me a bread? 😉 ko-fi.com/albanicoleee
 Result

Php 3,000.00
3.00

me

Php (1,000.00)

rows and columns are frozen)

79,487.72

35.00%

25.00%

ch the video explaination

e old version of this sheet

 My Portfolio
Target Comp Comp Cost Value % G/L
13.61% Cash 10,822.25 10,822.25
86.39% Investments 68,665.47 81,703.29 18.99%

54.22% Fund 1 43,095.41 55,200.00 28.09%

3.99% Fund 2 3,170.06 3,200.00 0.94%
3.77% Fund 3 3,000.00 3,203.29 6.78%
24.41% Pag-IBIG MP2 19,400.00 20,100.00 3.61%

Total 79,487.72 92,525.54 16.40%

Cash
Investments
 Account #
10,822.25 Bank 1
Current Balance 0.00

Initial Balance 0.00

January 0.00
February 0.00
March 0.00

Date Transactions Details Bank 1

DECEMBER
12/31/2021 Income JBDAPH SALARY 2 MONTHS
Expense FAMILY EXPENSES
JANUARY
1/3/2022 Expense GOMO INTERNET 30GB
1/4/2022 Expense LOANED BY RAMIL TAROY
1/7/2022 Income GRATUITY PAY CAPITOL
Expense FARE EXPENSES
Expense BOOKS & BALLPEN
Expense TOASTED SIOPAO 10PCS
1/8/2022 Expense TOOLS MR DIY
1/9/2022 Expense BISCUIT PACK; 2 GATORADES

February

March
Account # Account # Account # Credit On the Go
Bank 2 Bank 3 Bank 4 Home Wallet
Card Wallet
0.00 0.00 0.00 0.00 10,822.25 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 10,822.25 0.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00

Bank 2 Bank 3 Bank 4 Credit Card Home Wallet On the Go Wallet

17,500.00
(6,000.00)

(299.00)
(2,000.00)
3,000.00
(120.00)
(712.75)
(100.00)
(310.00)
(136.00)
GCash PayMaya GrabPay
0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00

GCash PayMaya GrabPay

 Funds
Total Cost 49,365.47 Comp Ticker
Total Value 61,703.29 FMETF
G/L 24.99% XPEIF
% 12,337.82 AOF
Buying Power 100

Ticker Date Transaction Platform Security Qty

FMETF 1/6/2020 COL Financial PSEi Index Fund 60

FMETF 2/13/2020 COL Financial PSEi Index Fund 100
FMETF 3/18/2020 COL Financial PSEi Index Fund 100
FMETF 4/18/2020 COL Financial PSEi Index Fund 100
FMETF 5/11/2020 COL Financial PSEi Index Fund 100

XPEIF 1/6/2021 COL Financial PSEi Index Fund 500

XPEIF 1/24/2021 COL Financial PSEi Index Fund 300
XPEIF
XPEIF

AOF 6/10/2019 Seedbox Equity Fund 603.79

AOF 12/24/2019 Seedbox Equity Fund 725.48
AOF 2/3/2020 Seedbox Equity Fund 806.26
AOF
Total Qty Total Cost Ave Price Last Price Total Value % G/L
460 43,095.41 93.686 120.00 55,200.00 28.09%
800 3,170.06 3.963 4.00 3,200.00 0.94%
2,135.53 3,000.00 1.405 1.50 3,203.29 6.78%

Price Total Cost Last Price Total Value % G/L G/L

86.254 5,175.22 120.00 7,200.00 39.12% 2,024.78

84.248 8,424.78 120.00 12,000.00 42.44% 3,575.22
96.584 9,658.41 120.00 12,000.00 24.24% 2,341.59
98.370 9,837.00 120.00 12,000.00 21.99% 2,163.00
100.000 10,000.00 120.00 12,000.00 20.00% 2,000.00

4.006 2,003.00 4.00 2,000.00 -0.15% (3.00)

3.8902 1,167.06 4.00 1,200.00 2.82% 32.94
4.00 0.00 #DIV/0! 0.00
4.00 0.00 #DIV/0! 0.00

1.6562 1,000.00 1.50 905.69 -9.43% (94.31)

1.3784 1,000.00 1.50 1,088.22 8.82% 88.22
1.2403 1,000.00 1.50 1,209.38 20.94% 209.38
G/L
12,104.59
29.94
203.29
Pag-IBIG MP2
Total Contributions 19,400.00
Total Balance (Value) 20,100.00

MP2 - FIRE Plan

2021 2022 2023 2024
January
February 500.00 1,000.00
March 500.00
April 500.00 500.00
May 500.00 500.00
June 500.00
July 500.00 500.00
August 500.00 500.00
September 500.00
October 500.00 2,000.00
November 500.00
December 500.00

Year Contribution 5,500.00 5,000.00 0.00 0.00

Total Contribution 5,500.00 10,500.00 10,500.00 10,500.00

Dividend 400.00
% 7.27% 0.00% 0.00% 0.00%

Total Balance 5,900.00 10,900.00 10,900.00 10,900.00

 MP2 - House Fund
2025 2021 2022 2023
January
February 550.00
March 550.00
April 550.00 500.00
May 550.00 500.00
June 500.00
July 800.00 500.00
August 800.00 500.00
September 800.00
October 800.00
November 500.00
December 500.00

0.00 Year Contribution 6,900.00 2,000.00 0.00

10,500.00 Total Contribution 6,900.00 8,900.00 8,900.00

Dividend 300.00
0.00% % 4.35% 0.00% 0.00%

10,900.00 Total Balance 7,200.00 9,200.00 9,200.00

 2024 2025

0.00 0.00
8,900.00 8,900.00

0.00% 0.00%

9,200.00 9,200.00