Spreadsheet Overview
Georges Budget for Excel v18: Top rated Budget App for managing your money. The budgeting app spreadsheet is a simple tool for tracking your wealth growth, managing your debt, and getting out of debt. Checkbook spreadsheet and budgeting in one easy to use tool.
Budgeting App includes:
- Manage multiple accounts such as cash accounts (checking, savings, retirement, investments) or debt accounts (credit cards, loans) all in one place.
- Split transactions in the Excel registers to better reflect your actual spending
- Track your net worth including your asset and liability accounts and see trends over time
- Set Category budgets and compare Budget to Actual so you do not overspend
- Dashboards and Charts to visually see your financial picture as a glance
- Easily balance your checking account and reconcile your credit cards
- Keep your finances organized and know where your money is going
- Use the savings goal feature to plan for your future and start putting away cash in savings and wise investments.
- Organize your receipts by creating links in the Excel checkbook registers directly to them.
- Subscription free software! Save money today by not having to pay a monthly subscription fee like many of the cloud based budget apps require
New features in Georges Budget for Excel v18:
Customers have different financial needs so the budget app is always improving with new tools to make managing your money easier.
New Feature #1: Added two additional registers for a total of 14 accounts, allowing you to manage more accounts in one great checkbook app with integrating personal budgeting (prior version had a maximum of 12 accounts)
New Feature #2: Added "Account Type" Excel slicer (filter) to the Pivot Table Net Worth Chart & Report so you can easily filter your accounts by all Asset accounts and / or all Liability accounts. This allows you to see trends in your cash accounts or debt accounts separately as groups without having to individually select each account to see all your assets or all your liabilities. Currently, you can select a single account, a group of accounts or all accounts but this slicer (filter) will make it quicker to select all your cash accounts or all your debt accounts and see trends in them over time and track your balances so you know where you stand financially and can make better financial choices.
New Feature #3: In the top summary section of the 14 account registers, added a count of the Total Cleared transactions similar to the existing count for Total Outstanding items giving you another tool to help you reconcile your account by allowing you to quickly see a count of how many transactions have been marked as cleared (reconciled). It is important to balance your checkbook and reconcile your credit cards due to the increase in financial fraud and this is another reconciliation tool to help you catch fraudulent transactions such as unauthorized credit card purchases.
Budget App Spreadsheet Summary
The budget app can help you improve your finances whether you are a single, married with a family and children, or retired and on a tight budget. Great budgeting app spreadsheet for helping you take control of your finances, track and pay your monthly bills and make smart financial choices and develop good spending habits by creating budgets.
The budget app spreadsheet allows you to manage all your data locally on your computer or laptop using Microsoft Excel. So if you are concerned about data privacy, using this Excel budget template, you do not have to store your financial information in the cloud or online like most of the online personal finance services require.
So start tracking your financial accounts with this checkbook and integrated budget spreadsheet. Each account can have up to 4000 rows per register and you can continue your account using one of the unused registers if you need more rows to manage your personal finances, just like you would with a paper checkbook register.
The budget app spreadsheet is trusted by customers for over 10 years. The personal finance spreadsheet has great reviews with many happy customers who are repeat buyers of new versions of the Excel templates.
System Requirements
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Windows PC Computer: Compatible with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
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Mac Computer: Works perfectly with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
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Flexible Set Up: Save to and use solely on your local computer for maximum data privacy or use with OneDrive or Dropbox for anywhere access.
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Formatting Note: Formatted with standard US Dollar signs ($) and traditional MM/DD/YYYY date entry fields.
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Automation: This spreadsheet utilizes built-in Excel macros to automate and simplify your money management. After downloading the spreadsheet, see simple video instructions for how to enable macros in less than 60 seconds.
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Software Note: Requires a full desktop version of Microsoft Excel installed on your computer. This spreadsheet is not compatible with Google Sheets, free browser-based Excel Online, Apple iPad, or mobile phone apps.
