Build your own Personal Finance app in Excel
You download a personal finance app, start using it, love it. But then you want more features or a different graph, a new summary page. You cannot change somebody else’s app. Unless this app is built in the tool you know. 😉
Moneyble Excel Template is a Spending Tracking and Family Budget app built in Excel with VB Script. It runs on everything that runs Microsoft Excel: Windows, Mac OS, iPhone and Android phones. Yes, it works on a laptop and on a mobile phone.
The best native tools for each platform
- Main Excel template for a laptop: Windows or Mac
- Another Excel template that fits on a cell phone screen
- Google Form for quick transaction entry on a phone
- VB Scripts to sync data from one file to another
- Microsoft OneDrive to sync files between laptop and phone
Microsoft Excel mobile app (iPhone and Android) is free. Microsoft OneDrive is free. Google Form is free. You will need a Microsoft Excel license for Windows or Mac.
You tap an icon on your phone’s home screen – Excel mobile app shows your net worth and budget. Just like a regular mobile app. The beauty here you can change colors, font size, graph types, even completely replace them with your own if you wish to do so. You chose what you get.
Also unlike a regular personal finance app: Your finance data is securely stored in your own Excel files. It is not shared outside of your devices.
Main features:
- Daily spending tracking – Understand where you spend. Set your budget baseline.
- Investments – Maximize your savings. Compare portfolio performance.
- Family Budget – Track actual to budget. Make sure you make more money than you spend per period.
- Net Worth Quarterly view (screenshot to be added soon. Download Excel template itself for now)
- Matrix view – All accounts on one page and individual account balances for easy reconciliation with online banking
- One-click Filtering – Fast and easy transaction analysis.
- Cloud and local – You can access your Excel file from multiple laptops. Automatic back up and version history. Auto Save and Auto Sync. This comes standard with Microsoft OneDrive.
Entering Transactions:
- Google Form – transaction entry on a phone
- Bank statement import – historical data upload or periodic sync with your bank
- Subscriptions – auto-generated transactions. It also creates cash forecast
- Manual entry with buttons which ensure Excel formulas are in check
You can combine Moneyble Excel template with your own Excel file if you already have one. Or you can just use this template as is. Moneyble Excel app has everything you need for personal finance: spending tracking, budget, investments and savings. It can be used by couples or individuals. You can also track a small business or a special project.
This Excel app is free. No ads, no trial versions, no limits on the number of accounts, etc. It is just Excel and Google Form – you control everything in it. The only paid component is the second optional Mobile Excel template to review your Budget and Net Worth on mobile phone. Effectively you can use all the functionality described here on Windows or Mac. Plus enter transactions on a phone. For free. If you will like it you can add mobile Excel template later. Visit Download page for details.