![]() The custom reports that you create make budgeting fun because you can adjust the reports to meet your financial needs whether its reports for particular time periods and category and sub category expense reports. With Georges Budget for Excel, you simply enter your transactions in the checkbook registers and credit card registers, set a monthly budget for your budget categories and the personal finance software will automatically create amazing monthly budget vs actual reports and custom reports where you can change the budget report layouts to best suit your personal finances. Microsoft Excel also uses the power of Pivot Tables to quickly run monthly spending reports so you know how and where your money is being spent. Requires Excel 2019 for Mac, Excel 2021 for Mac, or Excel for Microsoft 365 for MacĮxcel for Microsoft 365 for Mac or Excel 2021 for Macīudgeting your money should not be difficult and time consuming and these monthly budget spreadsheets are both easy and time saving because they use the Excel to complete many of the calculations that you would normally have to do manually such as calculating your checkbook running balance. Requires Excel 2010 or higher, or Excel for Microsoft 365 ⭐ Best Feature: (This Year vs Last Year Income, Expense & Category Reports - monthly & yearly comparisons) (This Year vs Last Year Income, Expense, & Category Reports - monthly & yearly comparisons) ![]() Year of Year (YoY) Reports / Charts plus Cumulative Data Monthly, Yearly, Weekly, Biweekly & Custom Spending Reports Year to End of Month Budget vs Actual Reports Yearly & Monthly Budget vs Actual Reports ![]() Summary $ Amount & Count of Cleared (Reconciled) Items Summary $ Amount & Count of Outstanding Items Set a Different Budget for Each of the 12 Months for a particular Categoryĭynamic Chart Dashboard: Inflows vs Outflows (plus cumulative totals) New: Master register of all transactions from all 10, 12, or 14 registers / accounts combined Split a Transaction into more than one category New: Added extra column in registers for financial analysis ⭐ Top Feature (includes bonus Cash & Debt Slicer / Filter) New: Net Worth Wealth Tracker (Charts show each accounts balance over time) Checkbook, Monthly Budgeting & Advanced ReportsĬheckbook, Budgeting, Advanced Reports, & Net Worth ChartsĬheckbook, Smart Budgeting, Advanced Reports, & Net Worth ChartsĬheckbook, Smart Budgeting, Advanced Reports, & Net Worth Tracker
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