Skip to product information
1 of 13

Budget Spreadsheet Template | Georges Budget for Excel v20

Budget Spreadsheet Template | Georges Budget for Excel v20

License
Media Format
Regular price $ 79.95 USD
Regular price $ 114.30 USD Sale price $ 79.95 USD
30% Off Sold out

Keep your finances in check with our Budget Spreadsheet Template. This easy-to-use template helps you track your budget, manage your expenses, and also track your financial transactions in checkbook software. Stay on top of your personal finances and save money with our budgeting tool. Take control of your financial future now!

Budgeting Spreadsheet Template includes:

  • Create a monthly budget so you do not overspend and save more of your hard earned money
  • User friendly checkbook software to manage all your financial accounts
  • Create your own budget categories to match your personal spending habits
  • Dynamic charts display your cash, debts and net worth over time
  • Intuitive dashboard to get quick snapshot of your money helping your make important financial decisions.
  • Easy reconciliation of bank accounts and credit card accounts
  • Checkbook app with split transactions
  • Use the checkbook spreadsheet as a receipt organizer by linking each transaction in the excel checkbook registers to your receipts stored on your computer or online.
  • Budget friendly software that only requires a one-time payment
  • Track your investments, retirement accounts, mortgages, and home value over time.
  • Manage the budget spreadsheet locally on your computer for privacy or use OneDrive / Dropbox to easily sync the budget spreadsheet template on more than one computer.

New features in Georges Budget for Excel v20:

Great new money management tools added to the budget spreadsheet template inspired by feedback from our current customers of our spreadsheet templates.

  • New Account Balance Alerts! You can now set balance alerts for a single account, a group of accounts, or all accounts, including your checking accounts, credit card accounts, savings accounts, and other asset / debt accounts. The alerts are for account register balances that fall below a certain amount that you set. There are two options for displaying the alerts in the budget spreadsheet template:
    • For each account, you can choose to have a red flag alert displayed next the register account balances in the Accounts Summary when the balance falls below a certain amount that you set and also have the flag displayed in the register balance total at the top of each individual account register. The account balance alert amount can be a different amount for each account.
    • For each account register, you can set a different balance amount alert to shade the cells in the running balance column when the amounts fall below the alert amount that you set.
  • New Accounts Summary Customization! In the Accounts Summary section of the budget template, you can now hide or show unused account registers with a single click. This allows you to further customize the look and layout of the Accounts Summary so you can focus on just the account registers that you are using.
  • New Pivot Table Report: In addition to the one existing Pivot Table report, you can now customize a second Pivot Table to make your own income vs spending tracker reports.
  • New Net Worth Chart: In addition to the one existing net worth chart, you can now customize a second net worth chart so you can make another layout for your assets vs liabilities to visualize your net assets differently.
  • New: Improved Navigation from the Account Summary to the Pivot Table Income vs Expense Reports and Pivot Table Net Worth Reports

Budget Spreadsheet Template Summary

While there are many free budget templates available online for download, this budget spreadsheet is full of time-saving features to help improve your money management, save money, plan for the future, get out of debt, and increase your wealth.

Set monthly budget limits to help you monitor and control your bills especially expenses that are rapidly increasing due to rising inflation such as electric bills, car insurance, home insurance, groceries, rents, HOA fees, restaurant and dining food costs, and even monthly subscription fees.

Use this feature packed budget template plus checkbook software to help you stay on budget, cut spending and save for your future retirement. It's like have your own spending tracker app integrated right into the budget spreadsheet template.

The easy to learn budget template is designed with the customer first approach as many of the features added were suggested by repeat customers. Join many of our happy customers who enjoy using our budget spreadsheet template and checkbook app. The spreadsheet is in digital format so you will be able to enjoy using the budget and checkbook download right away.

System Requirements and Limitations:

System Requirements:

  • PC (Microsoft Windows computer) or Mac Computer with one of the following versions of Excel: Microsoft Excel 2021 / Excel 2024 (one-time purchase, non-subscription) or Excel for Microsoft 365 (part of Microsoft 365 subscription)
  • PC and Mac Computers should have minimum 4 GHz processor, 16 GB RAM and SSD storage.
  • The budget spreadsheet template is supported in the United States, Canada, and Australia as amounts are formatted with the $ symbol and Dates are formatted as MM/DD/YYYY.
  • If you are using a Windows computer, you need the Windows 10 or Windows 11 (64 bit versions) and Excel for Microsoft 365 or Excel 2021 (64 bit versions) as apposed to the 32 bit versions. If you are using a Mac computer, you need Mac OS (64 bit version) and Excel for Microsoft 365 for Mac or Excel 2021 for Mac (64 bit version) as apposed to the 32 bit versions.
  • The Excel budget template is not compatible with Google Sheets (Google Spreadsheets)
  • The Excel budget spreadsheet app is not compatible with Apple Numbers spreadsheets
  • The budget spreadsheet template is not compatible with Microsoft's free "Excel Online" app that is part of the free Office Online apps. These online apps are web browser based and have limited features compared to the full desktop version of Microsoft Excel.
  • The Excel budget spreadsheet template is not compatible with the Excel Mobile app whether using Android or iPhone. (Excel mobile app is part of Microsoft Office Mobile apps that allow you to use a feature reduced version of Excel on your compatible mobile phone and smaller tablet devices to review, update, and create spreadsheets). The budget template requires one of the full desktop versions of Excel listed above in the system requirements.
  • Excel 2021 is a Microsoft software product that you only have to pay for once so that is a great alternative for those who do not want to pay for the Microsoft 365 monthly subscription service or yearly subscription service. This is because Excel 2021 has a perpetual license that you pay for once and that allows you to use the software for as long as you own it and have compatible software and computer to run it.

License Terms and Refund Policy:

By purchasing you agree with the License Terms / Terms of Sale.

By purchasing you agree with the refund policy.

Excel is a registered trademark of Microsoft Corporation.

View full details
Add to Cart: Select an Option ↑

Customer Reviews

Be the first to write a review
0%
(0)
0%
(0)
0%
(0)
0%
(0)
0%
(0)