2010 savings tracker blog edition

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    For personal use only Created by: Angela Russell for www.thecouponproject.com

    Please note: this spreadsheet has been designed for your personal use only . Any other use requires myexplicit and written permission. This includes linking this spreadsheet for download on your blog or website.While I have sought to make this spreadsheet as user-friendly as possible, please understand I'm assumingyou have a basic working understanding of Excel as I am unable to provide training or assistance in use of

    this spreadsheet or Excel. Once you've saved this template to your personal computer, you are welcome tomake any modifications on your copy that you see fit.

    Getting Setup 1) Open the "Summary" tab and enter a monthly budgetary goal for each month. Thisinformation will automatically prefill on each month's tab. The rest of the Summary tab is formula-driven andwill populate automatically as you enter your transaction activity.Entering Your Receipts1) Open the month you'd like to enter a receipt for. You'll notice the top of each month has an "At-a-Glance"box. There is no information you need to enter here ; it is all formula-driven and will populateautomatically as you enter your transaction activity.

    2) Go to the section labeled "MONTH Spending & Saving Details." For each receipt, enter the date, store,shelf cost (this is the TOTAL before ANY discounts), coupon savings, and discounts (ANY savings other thancoupons - promotions, sales, etc.). The rest of the information will populate for you!

    3 ) NEW! Sometimes rebates can be tricky to manage, so I've created new rebate columns into each of themonthly tabs. In the at-a-glance sections of each monthly tab you'll be able to keep a running tally of rebatesowed. You'll also see how much you've spent before and after rebates each month. I've also created a"REBATE TRACKER" tab where you can keep tally of your store and manufacturer rebates. I've added formulasso you can see exactly how much rebates have saved you for 2010.4) Finally, be sure to save before closing!Happy saving!

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    Rebate Tracker At-a-Glance Total Number Rebates Submitted - Total Amount Rebates Received -Average Rebate Savings #DIV/0!

    Note: enter your information in the section below. The above "At-a-Glance" data will automatically up

    Rebate TrackerDate Store Manufacturer or Store RebateAmount Sent on Received Comments

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    ate for you!

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    Month Shelf Coupons Discounts Rebates Savings $ My Price avings Rat Goal Variance January 543.25 216.65 132.48 50.99 400.12 194.49 64.27% 400.00 205.51February - - - - - - #DIV/0! -March - - - - - - #DIV/0! -April - - - - - - #DIV/0! -May - - - - - - #DIV/0! -

    June - - - - - - #DIV/0! - July - - - - - - #DIV/0! -August - - - - - - #DIV/0! -September - - - - - - #DIV/0! -October - - - - - - #DIV/0! -November - - - - - - #DIV/0! -December - - - - - - #DIV/0! -TOTALS 543.25 216.65 132.48 50.99 400.12 194.49 73.65% 400.00 205.51

    Note: start by entering a monthly goal into the orange boxes. This will automatically populate each montab. There is nothing more you need to enter on this page - it is all formula-driven and will populate as y enter your transaction activity on the monthly tabs.

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    thly ou

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    January-at-a-Glance Total Shelf Cost: 543.25 Monthly Budget: 400.00 Total Coupon Savings: 216.65 Variance: 205.51 Total Savings: 349.13Amount Paid (after rebates): 194.49 Rebates Owed: 50.99Savings Rate: 64.27% Amount Paid (exc. Rebate 245.48

    Note: you only need to enter data under the ORANGE column headers!

    January Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments1.3.10 Rite Aid 33.00 23.50 8 .99 7 .00 39.49 (6.49) 119.67%1.6.10 CVS 38.43 26.96 9.00 35.96 2.47 93.57%1.6.10 Walgreen 37.25 32.48 13.00 45.48 (8.23) 122.09%1.6.10 Walgreen 25.03 15.20 7.95 2.00 25.15 (0.12) 100.48%1.6.10 Walgreen 24.49 18.00 10.99 28.99 (4.50) 118.37%1.8.10 Walmart 91.63 11.40 11.40 80.23 12.44%1.10.10 Rite Aid 19.96 14.00 9.99 23.99 (4.03) 120.19%1.11.10 Chief 14.60 1.57 1.57 13.03 10.75%1.16.10 Walmart 23.60 - 23.60 0.00%1.16.10 Chief 12.22 - 12.22 0.00% Fruits/Vege1.17.10 Kroger 40.73 24.27 10.30 34.57 6.16 84.88%1.17.10 Walgreen 20.00 8.00 10.00 18.00 2.00 90.00%1.24.10 Circle K 6.73 - 6.73 0.00% B read/Milk1.27.10 Chief 20.14 - 20.14 0.00%

    1.29.10 Pettisville 19.44 - 19.44 0.00%1.30.10 Kroger 116.00 42.84 41.69 84.53 31.84 72.87%Mega Event

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    February-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    February Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    March-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    March Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    April-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    April Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    May-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    May Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    June-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    June Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    July-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    July Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    August-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    August Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    September-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    September Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    October-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    October Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    November-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    November Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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    For personal use only Created by: Angela Russell for www.thecouponproject.com

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    December at a Glance

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    For personal use only Created by: Angela Russell for www.thecouponproject.com

    December-at-a-Glance Total Shelf Cost: - Monthly Budget: - Total Coupon Savings: - Variance: - Total Savings: -Amount Paid (after rebates): - Rebates Owed: -Savings Rate: #DIV/0! Amount Paid (exc. Rebate -

    December Spending & Saving DetailsDate Store Shelf Co CouponDiscountRebates Total SavinAmt Paid Savings R Comments

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