EXCEL BUDGET TEMPLATE This is a simple free Excel template that focuses on making it easy for you to know what’s happening with your financial situation especially when you have multiple bank accounts, credit card accounts and cash. It also helps you set budgets and see how you are actually doing against your budget.

This opens a zip version of the excel cash book. Download to your computer. Unzip the download. Save it to your documents or desktop. Open and click on 'save as'. This will let you save the cash book with a different name (like the name of your business) and takes it out of read only mode so you can edit it - in other words use it.

With simple data entry, the template provides you instant access to actionable information in a consumable form that can answer key questions regarding your personal financial situation. Specifically, the template helps you in knowing the following: • How much money is in my different bank accounts? • How much do I owe on credit cards? • On what items am I spending my money on? • Am I exceeding my monthly budget? If so, in which categories?

• How are my expenses trending over time? • Am I spending more on any specific expense category over time? Anker Battery Charger User Manual here. • How much am I saving every month? How does that add to my net balance? FREE DOWNLOAD • For Excel 2010 and above for Windows: • Sample file • For Excel 2007 for Windows or Excel 2011 for Mac: • This version doesn’t use Pivot Tables and Slicers. 4 Charts that are available in Excel 2010 file are not available in this. VERSION HISTORY V2 launched March 2015: Improved features (increased number of accounts to 20, increased number of categories and subcategories to unlimited, added new chart on account balance trends, version for Excel for Windows 2007 and Excel for Mac 2011) – V1 launched May 2013 VIDEO DEMO HOW TO USE THE TEMPLATE The template has 3 worksheets: 1) Settings 2) Transactions and 3) Report.

STEP 1: Enter information in Settings worksheet • Enter Accounts (bank accounts, Credit Card Accounts and Cash Accounts) • Set your starting balances of accounts. Enter Financial Transactions 3 Types of Transactions: • Income and Expense: By default, all the Income and Expense transactions should be entered as positive amounts. • Special case (Refund): If you purchased an item at a store, you would enter an Expense transaction with positive amount. If, a few days later, you returned the item to the store for some reason and get a refund, then you should enter the refund as a new Expense transaction with negative value. • Transfer: When money is transferred from one account to another, create two records • ‘Transfer’ type with negative amount from the account you are taking the money from. • ‘Transfer’ type with positive amount for the account you are depositing the money into.

• Examples of Transfers are Credit Card Payment (transfer from Bank account to Credit Card account) and ATM withdrawal (transfer from Bank account to Cash) • Drop down menus are available for easy data entry in these fields (Type, Category, SubCategory, Account). After you enter your transactions, the Transactions worksheet would look like this image below. Additionally, everytime I close the file, I get an error. I am afraid I will not be able to access this file in sometime.

Please help resolve as I would like to continue using the excel sheet. Thank you ERROR: Microsoft Error Reporting log version: 2.0 Error Signature: Exception: EXC_BAD_ACCESS Date/Time: 2017-08-24 11:28:02 +0000 Application Name: Microsoft Excel Application Bundle ID: com.microsoft. Understanding Windows File And Registry Permissions here. Excel Application Signature: XCEL Application Version: 14.2.2.120421 Crashed Module Name: MicrosoftChartPlugin Crashed Module Version: 14.2.2.120421 Crashed Module Offset: 0x00158ceb Blame Module Name: MicrosoftChartPlugin Blame Module Version: 14.2.2.120421 Blame Module Offset: 0x00158ceb Application LCID: 1033 Extra app info: Reg=en Loc=0x0409 Crashed thread: 0 •. Thanks for the feedback. Christmas Wonderland Bundle 1-5 ~ Maraya21. Glad to hear.

If you are using Excel 2016 for Mac, you can try the Personal Finance Manager file (windows). I believe the pivot tables and slicers may be supported (but not all the pivot charts, may be). But it does not work in earlier versions of Excel for Mac. There is currently no built-in support for 2 currencies.