Family budget and spending tracking Excel app. Yes, this is more than just an Excel template. This Excel file comes with custom buttons, automations and integrations. But at the end of the day this is just an Excel file. There is no separate app. You need Microsoft Excel to use it. It runs on everything that runs Excel: Windows, Mac, Android and iPhone.
- 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:
- Main Excel template for a larger screen: Windows or Mac
- Another Excel template that fits on a cell phone screen
- Google Form for quick transaction entry on a phone
- These 3 components work together to provide the best user experience on each platform
Enter Transactions on a phone. Review in Excel on a laptop or mobile app. Excel used to be boring. Not anymore. Microsoft provides a native free Excel app for both iOS and Android. It’s cloud enabled. It can connect to other free apps. It offers a ton of automations. Formula integrity is enforced with custom buttons. Excel is best in class for analytics.
If you don’t know how to do something in Excel – just watch a Youtube video. And best of all – Excel skills you learn managing your personal finances can make you more effective at your day job.
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.
Choose from 4 ways to enter transactions:
- Google Form app – 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 ensures formulas are in check
Main features:
- Daily spending tracking and Investments
- Family Budget
- Net Worth view – by quarter (Screenshot to be added soon. Download Excel template 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. This comes standard from Microsoft.
And yes. This Excel app / template is free. No ads, no trial versions. If you find it useful – please consider supporting this project.