The Monthly Home Budget Worksheet for Microsoft ® 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 consists of a Budget Planner, Transaction Ledger (with drop-down
boxes for easy category selection), Dashboard (Chart View and Table View), and
Monthly Detail Reports for each month's budget.
New: Manage three years of budgets with this template.
The currency and date formats are easily changed using drop-down boxes at the
top of the page. In addition, specially-designed buttons and hyperlinks are
positioned throughout the workbook to make navigation as easy as possible.
The spreadsheet is very easy to use. Simply enter your budget amounts in the
Budget Planner then enter your transactions as they occur. The dashboards and
monthly detail reports update automatically.
A great feature in the Table View Dashboard and the monthly detail reports is
visual alerts. When your income falls short or your expenses exceed your budget,
the cell for that month and category turns red. If you are within your budgeted
parameters, the cell is green. This allows you to view problem areas quickly
without having to dig deep into the reports.
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.
Works with Excel 2003-2010.
- 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 budget amounts and transactions. 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
- Choose from multiple date and
currency formats using specially-designed drop-down boxes.
for anyone who needs a quick and easy way to create, manage and stick to a
- Designed by a financial
professional (CFA charterholder).
|Click the thumbnail below for a partial
screenshots of the Monthly Home Budget Worksheet for Excel. If the
images appear blurry in the new window, click on the image to zoom
Dashboard (Chart View)
Note: Charts are blank until budget
data is filled in.
Dashboard (Table View)
January Monthly Detail Report
Note: Charts are blank until
monthly data is filled in.
The Monthly Home Budget Worksheet for Excel works with Excel 2003, 2007 and 2010 for Windows and Excel 2004 and 2011 for Mac OSX Snow Leopard, Leopard and Tiger.
It is fully compatible with Microsoft® Windows® 7, Windows Vista® and Windows XP®.