Family budget and spending tracking Excel App for desktop and mobile phones. Windows, Mac, Android and iPhone are supported. Yes, this is not just an Excel template. This is more of an app built in MS Excel. And because this is Excel – you can change it however you want.
- I don’t keep receipts (unless I have to submit for reimbursement).
- I have not missed a single transaction in 15 years.
- I open Excel only once a week. Sometimes once a month.
I know everything I want to know about my spending habits, How much I can spend for my big goals, how much and when I can invest. When I want to know more – I just build a new pivot table or graph. Because all of my financial data is in Excel. 😊
Here’s how it works:
- Enter Transactions on the phone. Review in Excel on laptop or mobile app
- Main Excel file for Windows or Mac (large screen).
- Another Excel that fits on a cell phone screen.
- Google Form for quick transaction entry on a phone.
- These 3 components are connected to each other.
Excel used to be boring. Not anymore. It’s cloud enabled. It can connect to other free apps. It offers a ton of automations. Formula integrity is enforced by using custom buttons. Excel is best in class for analytics.
You can combine Moneyble Excel template with your own Excel file if you have one. Or you can just use this template as is. Moneyble Excel app has everything for spending tracking and budgeting for personal finance or small business. Why Excel? Because I am a DYIer. I like the tools that I can control. And when tomorrow I feel like I don’t like it anymore, I am missing something – I can make it perfect again. 🙂
Choose from 4 ways to enter transactions in Excel:
- Google Form app – transaction entry on a phone
- Bank statement import – historical data upload or periodic sync
- Subscriptions – auto-generated transactions. It also creates cash forecast
- Manual entry with buttons which ensures formulas are in check
Main features:
- Daily spending tracking and Investments
- Family Budget
- Net Worth view – with quarterly growth (Screenshot to be added soon. Download Excel file itself for now)
- Matrix view – see grand total and individual account totals for easy reconciliation with online banking
- One-click Filtering – Instead of typing the name – you just select the cell and push the button.
- Cloud and local – You can access your Excel file from multiple laptops. Automatic back up and version history. Auto Save and Auto Sync.
And yes. This template is free. No ads, no trial versions. If you find it useful – please consider supporting this project.