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This version can be used as a complete money management system. With a single spreadsheet you can Plan, Track, and Analyze your personal or family spending.
- Create a Yearly Budget to make future projections, handle variable income, plan for irregular expenses (non-monthly), and budget variable expenses like seasonal electricity or water bills.
- Record Transactions for multiple accounts all in a single worksheet. Include your Credit Card account(s), Checking account(s), Savings account(s), and even an account to represent your Cash, Purse, or Wallet.
- Balance Your Checkbook - the Transaction history table includes a "Cleared Balance" that makes it easy to compare to your bank statement(s). Use the reconcile (R) column in the table to enter cleared "c" and reconciled "R" transactions. You can enter split transactions and transfers between accounts. Use the built-in Excel autofiltering to display transactions for a single account or all accounts.
- Track Your Monthly Spending using the monthly budget report which includes graphs, compares budget vs. actual amounts, and is updated automatically as you enter transactions. Just change the Year and Month to view the report for a different month.
- Track Your Yearly Spending [Excel 2010 version only] [Update 9/2/2014] - Due to frequent requests for a yearly report, I have added a new worksheet that calculates an Income & Expense Report for an entire year grouped by month. This may be helpful for creating the following year's budget.
We've created a Weekly Budget template that is based on the money manager. It includes the transactions and the weekly report all on one worksheet.
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