I am probably over the top in wanting to keep a close eye on our finances. They are slightly more complex than the norm as I follow a modified version of the barefoot investor “buckets” system, we have a hobby business, and a loan to a family member that we are tracking. Until recently this was managed through separate spreadsheets. This was OK, but when we needed to find out our annual expenditure for pension forecasting, getting to the number was time-consuming. We are moving into retirement now and may need to look more closely at expenditure in various areas. I wanted a better way to look at this.