Build your own Personal Finance app in Excel
Imagine you download a personal finance app, start using it, love it. But then you want more features, a different graph, or a new summary page. You cannot change somebody else’s app. Unless the app is built in a tool you know. 😉
The 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 both a laptop and a mobile phone.
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 – Compare growth rate within a year.
- 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 – Access your Excel file from multiple laptops. Automatic backup and version history. Auto Save and Auto Sync. This comes standard with Microsoft OneDrive.
- Protection – Unlike regular personal finance apps, your finance data is securely stored in your Excel files. It is not shared outside of your devices.
- Fully customizable – Change colors, font size, add new graphs, or combine with your own Excel file.
- Convenience – Tap an icon on your phone to enter expenses. Just like a regular mobile app.
- Free – This template is free. The Microsoft Excel mobile app (iPhone and Android) is free. Microsoft OneDrive is free. Google Forms is free. You will need a Microsoft Excel license for Windows or Mac.
Entering Transactions:
- Google Forms – transaction entry on a phone
- Bank statement import – historical data upload or periodic sync with your bank
- Subscriptions – auto-generated transactions. It also creates a cash forecast
- Manual entry with buttons which ensure Excel formulas are in check
The best native tools for each platform
- Main Excel template for a laptop: Windows or Mac
- Optional paid Excel template that fits on a cell phone screen
- Google Forms for quick transaction entries on a phone
- VB Scripts to sync data from one file to another
- Microsoft OneDrive to sync files between laptop and phone
The Moneyble Excel app has everything you need for personal finance: spending tracking, budgeting, 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 for Windows or Mac and on-the-go transactions on a phone. The only paid component is the optional second Mobile Excel template to review your Budget and Net Worth on your mobile phone. Visit the download page for details.
