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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
Income Page
Data Over Time Page
Summary Page
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