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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.
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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!
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INTERACT
Interactive graphs allow you to quickly view income, expenses, and account balances over time.
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SYNC
Use this with the Excel app to sync across devices and share with a spouse or partner.
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DOWNLOAD
See links at the top of the page for simple (and free!) downloads.
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Summary Page
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Income Page
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Data Over Time Page
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Summary Page
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