Family budget and spending tracking Excel App for desktop and mobile – Windows, Mac and Android, 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:
- Enter Transactions on the phone. Review in Excel on laptop or mobile app
- Google Form is linked to the Main Excel template.
- Main Excel template is built for normal screen size (works on Windows and Mac).
- Another Excel template that fits on a cell phone screen.
- The two templates are linked together.
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 can be enforced by using custom buttons. It’s best in class for analytics.
You can combine Moneyble Excel template with your existing Excel file if you have one. Or you can just use this template as is. Moneyble Excel template is a personal finance app built in MS Excel. 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 can tweak it again. 🙂
Choose from 4 ways to enter transactions in Excel:
- Google Form app – transaction entry on a phone
- Bank statement import – historical data upload
- Subscriptions – auto-generated transactions. It also creates cash forecast
- Manual entry with buttons which ensure formulas are in check
Main features:
- Daily spending tracking and Investments
- Family Budget
- Net Worth view – with quarterly growth (I will add screenshot soon. Use Download 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 it and push the button. Or filter transactions by account.
- 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.