Moneyble Excel Template
(Version 2024.2.1)
The only file you need to download is Moneyble.xlsm. The file contains all the setup instructions including step-by-step on how to connect it to Google Form. Extension is xlsm instead of regular xlsx because this file has macros to enable automation of most commonly used steps. Other than macros it is a regular Excel file.
Set aside an hour or two to read and follow the instructions for initial set up of accounts, budgets, and other categories. This can be adjusted later too.
You need MS Excel for Windows or Mac to use this file
If you do not have Excel – try our old Windows app.
Your comments / suggestions on how to make Moneyble better are always appreciated. Send me an e-mail at support@moneyble.com