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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.
![](https://static.wixstatic.com/media/41d000_4c03b68126a94d64b8eb7ec713ac4f1a.png/v1/fill/w_50,h_52,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/41d000_4c03b68126a94d64b8eb7ec713ac4f1a.png)
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!
![](https://static.wixstatic.com/media/41d000_d924ff9af6b94bdd9b3eb870b85ec118.png/v1/fill/w_56,h_55,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/41d000_d924ff9af6b94bdd9b3eb870b85ec118.png)
INTERACT
Interactive graphs allow you to quickly view income, expenses, and account balances over time.
![](https://static.wixstatic.com/media/41d000_61336fb7a556a21254a73cc2dc35e922.png/v1/fill/w_41,h_41,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/41d000_61336fb7a556a21254a73cc2dc35e922.png)
SYNC
Use this with the Excel app to sync across devices and share with a spouse or partner.
![](https://static.wixstatic.com/media/41d000_245ffdbf1c2c39193a757c441776637a.png/v1/fill/w_41,h_41,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/41d000_245ffdbf1c2c39193a757c441776637a.png)
DOWNLOAD
See links at the top of the page for simple (and free!) downloads.
![](https://static.wixstatic.com/media/41d000_d2064aa1bdde6c350e01915d7254cb6f.png/v1/fill/w_41,h_41,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/41d000_d2064aa1bdde6c350e01915d7254cb6f.png)
![Summary Page](https://static.wixstatic.com/media/a35029_06d6a64dbf534cf98cc5c7944327a038~mv2_d_3574_2182_s_2.png/v1/fill/w_980,h_598,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/a35029_06d6a64dbf534cf98cc5c7944327a038~mv2_d_3574_2182_s_2.png)
Summary Page
![Income Page](https://static.wixstatic.com/media/a35029_70688b7f416a4c389efab8e3e9b5c94a~mv2_d_3574_2186_s_2.png/v1/fill/w_980,h_599,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/a35029_70688b7f416a4c389efab8e3e9b5c94a~mv2_d_3574_2186_s_2.png)
Income Page
![Data Over Time Page](https://static.wixstatic.com/media/a35029_7b0468be924841668411ad4e31e69d6e~mv2_d_3580_2188_s_2.png/v1/fill/w_980,h_599,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/a35029_7b0468be924841668411ad4e31e69d6e~mv2_d_3580_2188_s_2.png)
Data Over Time Page
![Summary Page](https://static.wixstatic.com/media/a35029_06d6a64dbf534cf98cc5c7944327a038~mv2_d_3574_2182_s_2.png/v1/fill/w_980,h_598,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/a35029_06d6a64dbf534cf98cc5c7944327a038~mv2_d_3574_2182_s_2.png)
Summary Page
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