The Long Weekend Plan

Spreadsheet Tracker

Your spending, in your own spreadsheet.

Write your own categorising rules, adjust the analysis, and work offline. Your data stays on your device.

Open the tracker in Google Sheets

Make your own copy: File, Download in Google Sheets. Start with at least a full year of transactions.

Spending by category pie chart

1. Build your data

Paste your bank export into Spending Details: just date, amount and description.

Transactions with vendor and category

2. Match automatically

Add a keyword, vendor and category to the matching table, then refresh the pivot tables.

Keyword matching table

3. Adjust for retirement

Remove costs that will end, allow for ones that grow, and get your Required Income.

Spending per month chart

4. Test it in a planner

Put your Required Income into the web planner or the Spreadsheet Planner and see how long your savings last.