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 auto filtering 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.
Tags:
Money Management