Skills to Learn

Skill"money"
into Instruction
on numbers (the one that says "123") →
1 format Select "Accounting" or "Financial"
2 Sum Formula =sum()
Dropdown Right Click on Cell → Data Validation → List
3 Menu
according to of
→ Items
Choose If rule → Choose formating to be
4 condition applied
formula to other selected, cursor will turn into a "+" → Hold
5 cells
Freeze rows or and drag
border to other
turns your cells
cursor into a glove → drag
6 columns
Pull data from a to freeze rows and columns
7 cell
cell in a =ColumnRow
8 Get % sheet ='Spreadsheet
different Name'!ColumnRow
=CurrentNumber/TotalNumber → Click on %
9 Composition in navigation
Click on % in bar to format
navigation barinto percentage
to format into
10 Get Gain/Loss 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 4,153.00
Creates
you a dropdown
set (ex. if cell hasmenu
the word "savings", Income, Expense,
If negative, make text InvestmenExpense
red. If
make cell purple)
Makes it easier to apply same formula to positive, make text green. 150.00
different cells in a spreadsheet See Cashflow sheet for example (first 150.00
few rows and
Freezes rows or columns columns are frozen)
I want to get data from Cell
Gets data in from indicated cell G5,
Get so I'll from
Data enter:Cell
=G5 B2 of 4000
Gets data
total data →in For
fromdemo,
indicated celltoinknow
I want a different
what 2021 Overview Sheet 2,550.00
% 350the
Gets is percentage
of 1000 gain/loss of a current 350 1000 35.00%
number compared to a reference number 1200 1500 25.00%
o
Result

4,153.00
pense
(200.00)
e (first few rows and

4000
2,550.00
35.00%
25.00%
Skills to Learn
Skill"money"
into Instruction
on numbers (the one that says "123") →
1 format Select "Accounting" or "Financial"
2 Sum Formula =sum()
Dropdown Right Click on Cell → Data Validation → List
3 Menu
according to of
→ Items
Choose If rule → Choose formating to be
4 condition applied
formula to other selected, cursor will turn into a "+" → Hold
5 cells
Freeze rows or and drag
border to other
turns your cells
cursor into a glove → drag
6 columns
Pull data from a to freeze rows and columns
7 cell
cell in a =ColumnRow
8 Get % sheet ='Spreadsheet
different Name'!ColumnRow
=CurrentNumber/TotalNumber → Click on %
9 Composition in navigation
Click on % in bar to format
navigation barinto percentage
to format into
10 Get Gain/Loss 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 C

☕ 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 3.00
Creates
you a dropdown
set (ex. if cell hasmenu
the word "savings", Income, Expense,
If negative, Investmen
make text red. If Income
make
Makescell purple)
it easier to apply same formula to positive, make text green. Php 300.00
different cells in a spreadsheet Watch video for
See Cashflow demo
sheet for example (first few rows and
Freezes rows or columns columns are frozen)
I want to get data from Cell
Gets data in from indicated cell G5,
2021soOverview
I'll enter:Sheet:
=G5 2
Gets data
total data → in For
fromdemo,
indicated celltoinknow
I want a different
what ='2021 Overview'!D12 Php 88,965.47
% 350
For is ofI 1000
demo, want to know how much % gain 350 1000 35.00%
when 1200 increased to 1500 1200 1500 25.00%

editable, so please make a copy of this Sheet. 🎥 Click here to watch the video explaination
corner → Click "File" → Select "Make a Copy"
Click here to watch the old version of this sheet
ort by buying me a bread? 😉 ko-fi.com/albanicoleee
o
Result
Php 3,000.00
hp 3.00
come
Php (1,000.00)
e (first few rows and

2
hp 88,965.47
35.00%
25.00%

watch the video explaination

tch the old version of this sheet

 My Portfolio
Target Comp Comp Cost Value % G/L
22.82% Cash 20,300.00 20,300.00
77.18% Investments 68,665.47 81,703.29 18.99%

48.44% Fund 1 43,095.41 55,200.00 28.09%

3.56% Fund 2 3,170.06 3,200.00 0.94%
3.37% Fund 3 3,000.00 3,203.29 6.78%
21.81% Pag-IBIG MP2 19,400.00 20,100.00 3.61%

Total 88,965.47 102,003.29 14.65%

Cash
Investments
 Account # Account #
20,300.00 Bank 1 Bank 2
Current Balance 2,550.00 5,500.00

Initial Balance 2,000.00 2,000.00

January 550.00 3,500.00
February 0.00 0.00
March 0.00 0.00

Date Transactions Details Bank 1 Bank 2

January
1/14/20 Income Got paid for Freelance Work 3,500.00
Expense Bought Markers on Shopee
1/21/20 Savings Deposited savings from Home wallet 1,500.00
Expense Paid for Lazada with CC
Transfer Paid for CC Bill (950.00)
Expense Bought on Shopee

February
March
Account # Account # Credit Home On the Go
Bank 3 Bank 4 Card Wallet Wallet GCash
2,000.00 2,000.00 0.00 500.00 2,000.00 1,750.00

2,000.00 2,000.00 0.00 2,000.00 2,000.00 2,000.00

0.00 0.00 0.00 (1,500.00) 0.00 (250.00)
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 3 Bank 4 Credit Card Home Wallet On the Go WalleGCash

(250.00)
(1,500.00)
(950.00)
950.00
PayMaya GrabPay
2,000.00 2,000.00

2,000.00 2,000.00
0.00 0.00
0.00 0.00
0.00 0.00

PayMaya GrabPay
 Funds
Total Cost 49,365.47 Comp Ticker Total Qty
Total Value 61,703.29 FMETF 460
G/L 24.99% XPEIF 800
% 12,337.82 AOF 2,135.53
Buying Power 100

Ticker Date Transaction Platform Security Qty Price

FMETF 1/6/20 COL FinancialPSEi Index Fu 60 86.254

FMETF 2/13/20 COL FinancialPSEi Index Fu 100 84.248
FMETF 3/18/20 COL FinancialPSEi Index Fu 100 96.584
FMETF 4/18/20 COL FinancialPSEi Index Fu 100 98.370
FMETF 5/11/20 COL FinancialPSEi Index Fu 100 100.000

XPEIF 1/6/21 COL FinancialPSEi Index Fu 500 4.006

XPEIF 1/24/21 COL FinancialPSEi Index Fu 300 3.8902
XPEIF
XPEIF

AOF 6/10/19 Seedbox Equity Fund 603.79 1.6562

AOF 12/24/19 Seedbox Equity Fund 725.48 1.3784
AOF 2/3/20 Seedbox Equity Fund 806.26 1.2403
AOF
Total Cost Ave Price Last Price Total Value % G/L G/L
43,095.41 93.686 120.00 55,200.00 28.09% 12,104.59
3,170.06 3.963 4.00 3,200.00 0.94% 29.94
3,000.00 1.405 1.50 3,203.29 6.78% 203.29

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

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

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

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

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

1,000.00 1.50 905.69 -9.43% (94.31)

1,000.00 1.50 1,088.22 8.82% 88.22
1,000.00 1.50 1,209.38 20.94% 209.38
Pag-IBIG MP2
Total Contribution 19,400.00
Total Balance (Val 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 2024
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 Contribut 6,900.00 2,000.00 0.00 0.00

10,500.00 Total Contribut 6,900.00 8,900.00 8,900.00 8,900.00

Dividend 300.00
0.00% % 4.35% 0.00% 0.00% 0.00%

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

 2025

0.00
8,900.00

0.00%

9,200.00