An Interactive, Easy-to-Use Budgeting Workbook for Excel

SIMPLE TOOLS TO HELP YOU MANAGE YOUR FINANCES
  TRACK INCOME, SPENDING,
AND ACCOUNT BALANCES
 

Easily record income, expenses, and account balances over time, with only a few pieces of information and simple categorization.

  BUDGET BOTH SHORT-TERM AND
LONG-TERM
 

Create a monthly budget based on projected income and expenses, but also use the "Projections" tab to budget and plan up to two years into the future!

  INTERACT
 

Interactive graphs allow you to quickly view income, expenses, and account balances over time.

  SYNC
 

Use this with the Excel app to sync across devices and share with a spouse or partner.

  DOWNLOAD
 

See links at the top of the page for simple (and free!) downloads.

Summary Page
Summary Page

Income Page
Income Page

Data Over Time Page
Data Over Time Page

Summary Page
Summary Page

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