Mac computer must be 3Ghz or higher with SSD storage. Mac computer with Microsoft Excel 2019, Excel 2021, or Excel for Office 365 for Mac / Excel for Microsoft 365 for Mac. Computer must be 3 GHz processor or higher Operating System - Microsoft Windows XP, Vista, Windows 7, Windows 8, Windows 8.1, Windows 10, Windows 11 - Memory 8 GB or more - SSD file storage. PC Windows Computers with Microsoft Excel 2010 or Microsoft Excel 2013, Excel 2016, Excel 2019, Excel 2021, or Excel for Office 365 / Excel for Microsoft 365. System Requirements for Georges Budget for Excel: It is not for small business budgeting spreadsheet. The budget spreadsheet is designed for personal use. Use as a personal budget spreadsheet, home budget template, household budget and family budget. Manage checking accounts, savings accounts, credit card accounts and other types of personal financial accounts such as a home equity line of credit using this budget software. Run macro that filters, displays, and totals outstanding register transactions to help reconcile the accounts. Track register balances similar to a paper checkbook register. Add up to ten accounts using the checkbook register spreadsheets. Manually import transactions from online banking. Run reports and charts such as budget vs actual expenses, income statement, and single category reports.Ībility to split transactions whether income or expense in the checkbook registers.Ībility to filter transactions in the excel checkbook registers. Create your own categories (income and expense). Some Key features of Georges Budget for Excel include:Ĭreate your own monthly budget plan in easy to use spreadsheet template. It is an excel budget spreadsheet template that requires a PC or Mac computer with specific versions of the Microsoft Excel spreadsheet program such as Excel 2019, Excel 2021 or Excel for Microsoft 365 (see full system requirement below).Īccounts that can be tracked include checking accounts, savings accounts, credit card accounts and other asset (cash) and liability (debt) accounts. This personal budgeting software helps you understand how to make a budget spreadsheet and see where you are spending your money. Georges Budget for Excel is a budget spreadsheet that will help you manage your personal finances by providing excel checkbook registers where you can track your account transactions and balances, a worksheet where you can create a budget and add your own categories, and reports and charts to summarize your personal finances. Thank you for figuring out how to put this together!!!!" It does everything I've wanted from a budgeting software, and is easy to use. Is going to be a really good tool for me." It is nice to see all my transactions in a graphics and in an organize way. Manuel says: "Let me tell you that your excel software is Amazing, I have been trying to put all the information that I have, and it works great. Video Demonstration - Georges Budget for Excel - Accounts Summary / Dashboard The above image shows how Georges Budget for Excel helps you see your monthly expenses and income and compare actual vs budget.Įxcel charts show percent of budget to help you visualize your budget and indicator icons provide visual alerts. Single Category Report / Chart over a period of time (Sample income category: Bonus)įinding templates for budgeting and learning how to budget are important steps to getting control of your personal finances. Time periods include this year, last year, and last 12 months. See trends in your data with charts and indicator icons to help you spot issues with your budget being over budget or under budget. (sample expense category: Restaurants/Dining) Single Category Report / Chart over a period of time. Summary Dashboard to view and run Reports and Chartsĭata from the Excel Checkbook Registers and Budget Worksheet is summarized in the Accounts Summary / DashboardĮasy to use Excel Checkbook Spreadsheet with split transactions. Personal Finance in an Excel budget spreadsheet Create a budget and compare to actual amountsĮxcel does the calculations and saves you time
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