So, today, you’ll learn about how to use Excel to manage your finances to simplify your day-to-day money decisions. While most people use Excel to track their budgets, manually updating your budget spreadsheet every month is a time-consuming process.īut with the right knowledge of Excel, you can make the process a more seamless experience. But having the right tools can help make it less challenging.
Managing personal finances is a daunting prospect for most people. You will learn how to use Microsoft Excel to manage and save money. So, if you’re intimidated by the idea of using Microsoft Excel to manage your finances, you’re in the right place. This template IS NOT compatible with EXCEL or any other software other than Google Sheets.ĭue to the nature of the digital products, no refunds, returns, exchanges or cancellations are accepted.This blog post is your ultimate guide to how to manage your finances with Microsoft Excel. Public/commercial use of any kind is prohibited. You may NOT profit from ANY PART of this digital resource in any way. You may NOT resell, re-distribute, or share this digital resource.
You may NOT use ANY PART of this template to create your own for-sale products. This template is meant for PERSONAL USE ONLY. I am a software developer who loves automating stuff. * If you have any questions feel free to message me. * You can make a copy for each month and reuse it. * All of the automations are done for you, you just need to fill out each section with your information. * You will need a free Google account to use this template, there is no need to purchase any other apps. * This template is NOT compatible with Excel. This same PDF contains step by step instructions and a link to the demo video. What will you receive? You will get a PDF file that contains a link to access the Google Sheets template. * Sheet 3: Pre-filled example that you can delete after you are done playing with it. This second sheet contains all of your monthly information, so you can duplicate that sheet each month and keep everything inside the same file OR you can choose to create a completely new file each month. Bills and Subscriptions (within the same table) Customize labels for the entire template, you can also translate them to a different language (you will have to do the translations yourself). Customize drop-downs shared between Bills and Expenses: Categories, Payment Methods and Custom Tags.
** IMPORTANT: This template is NOT compatible with EXCEL or any other software other than Google Sheets. It's a great way to know exactly what you will be receiving! You can watch a DEMO VIDEO before purchasing
I wanted to create a Monthly Budget that included my Income, Savings, Investments, Bills and Expenses all inside the same tab, so this is what I came up with.
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