looking 4 excel templates that track personal finances

[robfilms]

with the 2nd quarter completed (june 30th) we are now getting in our mutual fund financial statements which we then use to tweak our holdings. we do this exercise 4 times a years and have been doing it for years.

we always do it by hand. it is a pain.

we have looked at websites, mint.com & others but never liked the idea of handing over our security codes to the clouds.

i am now looking 4 excel templates that track personal finances.

anyone use, or know of, an easy to use template that when we insert our numbers will produce usable data such as quartly results, ytd results, year to year comparisons along with the obvious need to add up the various assets?

thanks in advance to those who share.

be well

rob