Moneyble Excel Template
(Version 2025.2.1 Updated: Jan 3, 2025)
Main Excel multi-user template/app for Windows and Mac. The file contains all the setup instructions. Custom toolbar is part of this file. It’s not a separate add-on that you need to install.
Set aside a couple hours for the initial set up of your accounts, budgets, first bank transactions import, Google form connection, etc.
You need Microsoft Excel for Windows or Mac to use this file
Excel template for a mobile phone. It reads key data from the main Moneyble Excel file and presents a summary on a smaller vertical-type screen. No editing of data in this template. Transaction entry is done on a Google Form or the main Moneyble Excel file. This Excel template is view-only.
This file is designed for phones but it needs Excel for Windows or Mac for data syncing. Download this file on a laptop and save it in OneDrive. Then add an icon to your phone’s home screen. Instructions are included.