Personal Finance

4.5 ⭐⭐⭐⭐  (1,459 ratings) 3,523 Users

Take control of your money with this easy Excel tool. Track spending and monthly cash flow. Stay organized and confident with a clear dashboard that shows your full financial picture.

Features:

Dashboard Summary:
A clean dashboard shows income, expenses, balance, and budget performance at a glance. View key insights with easy-to-read charts and summaries for smarter money tracking

Monthly Budget Planner:
Set a budget for each category and compare it with your actual spending. Stay on track and make progress toward your financial goals with ease.

Monthly Cash Flow Overview:
Compare total income to expenses to see how much you're actually saving each month A simple way to track your budget and know if you're living within your means.

Income & Expense Categories:
Tag entries with custom income and expense types like rent, groceries, or freelance. Get a clearer view of your habits and make smarter money decisions with ease.

Cheque Tracking:
Track cheques you've written or received and mark them as pending or cleared. Stay on top of payments so nothing slips through the cracks.

Income Report (Cash & Bank):
Log income from all sources and note if it was cash or a direct bank deposit. Perfect for tracking salaries, side gigs, or one-off payments with ease and clarity.

Expense Breakdown (Cash & Bank):
Track daily spending and label it by payment method—cash or bank transaction. Easily see where money goes and find opportunities to cut back and save more.