Excel Monthly and Yearly Money Management | Track Expenses & Income

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  • เผยแพร่เมื่อ 30 ก.ย. 2024
  • Demo of the Excel Monthly and Yearly Money, Expenses and Income Management & Tracking.
    This Excel Money Budget template makes managing your finances and tracking expenses and income a breeze. Forget complex spreadsheets - simply enter your data in the Settings, Plan your expenses, Log your data as you go, and let the template do the work for you.
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    Here's how it helps:
    Minimal data entry: No need to be a spreadsheet whiz. Just input your income, expenses, and savings details.
    Automatic visualization: See your finances clearly with beautiful monthly & yearly summaries.
    Flexible budgeting: Plan and track your spending by category, so you know exactly where your money goes.
    Track Savings Goals: Monitor your progress towards achieving your financial goals, like that dream vacation or down payment. (Especially useful with the separate Savings treatment in the Yearly View)
    Bank Account Breakdown (Optional): Analyze spending across different accounts for a more holistic view (if you use multiple banks).
    Start any months, suitable for Australian tax system starting in July!
    Take control of your finances today! This template is perfect for anyone who wants to:
    Effortlessly track income and expenses
    Create and stick to a budget
    Understand their spending habits
    Reach their financial goals

ความคิดเห็น • 2

  • @alistairspence8351
    @alistairspence8351 3 วันที่ผ่านมา +1

    Great Personal Expenses Tracker ... I have purchased it but it would be even better if I could add 'standard expenses' such as Groceries, Travel & Entertainment, Utilities, Insurance, Other Expenses and Savings instead of the current selection

    • @ExcelRuinedMyLife
      @ExcelRuinedMyLife  วันที่ผ่านมา

      @alistairspence8351 Thanks for the feedback! I am not sure what you mean though... You can create any expense type you like, you can even rename the top category (Payment types)... Am I missing something?