Equal Figures Bookkeeping

Business & Accounting Spreadsheets

Home Budgeting Spreadsheets | Personal Financing Calculator

For use with Microsoft Excel

To keep your personal/home finances in order it is far better to record every payment you make, so that you don't say you have 'best guess' your spare money each month.

This simple to use budget software helps you keep up to date with your personal/home accounts easily and quickly.

The 'Monthly Remainder' figure takes into account forthcoming direct debits as well as cleared and un-cleared transactions as you enter them - showing you exactly how much spare cash you have left. You can even enter potential costs to give you an idea of whether or not you can afford it.

This version has been set up Excel and contains Macros. It will not work to its full potential with other open source applications. However we have another version which can be used with open source applications and tablets.

We also have a version which is useful for those who house share and want to ensure the bills and expenses are contributed equally

Benefits of this Home Budgeting Spreadsheet System:-





Monthly Sheets

There is a different page for each month and you simply enter your income(s), as and when you are paid, and any outgoings whenever you purchase anything. The balance will amend accordingly.

After each transaction you enter the total balances will be updated accordingly showing you exactly how much money you have remaining for the month, as well as show you your current bank balance.

Directs Debits

You simply enter your Direct Debits/Standing Orders on the Direct Debit sheet and once the applicable date is reached each month the relevant amount will be automatically deducted from the balance.

You can vary the amounts due each month if necessary, for example variable credit card payments

Annual Summary

The summary page will show your totals of each expense and income category per month and the totals for the year.

Categories

You can set the categories to suit your exact needs, ie John's Wages, Sally's Wages, Eon, BT. This way it helps you to fully understand where your money is being spend rather than using pre-set categories.

Help

If you have any queries either before or after purchase please do not hesitate to contact us.


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