The Monthly Home Budget Worksheet for Excel is a Microsoft Excel spreadsheet designed to help you manage your budget and view a complete picture of your financial condition in Microsoft Excel.

The spreadsheet is pre-filled with more than 80 budget categories. There are columns for actual and budget amounts and the variance is automatically calculated. Pre-designed graphical reports are included to provide a visual picture of your financial condition.

The spreadsheet is fully-customizable and easy-to-use. Simply enter budget and actual values in the appropriate cells. The variance is automatically calculated and the graphs are automatically generated. Anyone with a basic knowledge of Excel can add additional categories and graphs.

Date and number fields may be re-formatted by the user (using Excel's built-in formatting capabilities) to accommodate non-US conventions.

The Monthly Home Budget Worksheet for Excel is a quick and easy way to create, manage and stick to your budget using Microsoft Excel.

This spreadsheet was designed by a CFA charterholder.

• Save time by using a pre-designed template to create and manage your budget.

• Reduce errors caused when practitioners try to set up their own calculations. Simply enter your actual and budget data. The calculations are already done for you.

• Spreadsheet is pre-filled with more than 80 budget categories.

• Informative graphs are automatically-generated to reflect your financial condition.

• The spreadsheet is fully-editable. Source code and calculations are not blocked or hidden behind passwords, as you may find in other companies' templates. Anyone with a basic knowledge of Excel can expand the capabilities of the spreadsheet to fit their needs.

• Date and number fields may be re-formatted by the user (using Excel's built-in formatting capabilities) to accommodate non-US conventions.

• Perfect for anyone who needs a quick and easy way to create, manage and stick to a budget.

• Designed by a financial professional (CFA charterholder).

Our software runs on any version of Microsoft Excel from 97-2007.

All recent Microsoft operating systems are supported, including Windows 95, Windows 98, Windows 2000, Windows ME, Windows CE, Windows XP and Vista. Windows Mobile 5.0 and 6.0 are also supported, provided you have Microsoft Excel or Documents-To-Go installed on your mobile device.

It is also fully-compatible with MAC OS and OS X. You must be running Excel 2004 or 2008 for Mac.