Monday, February 8, 2016

[Sharing] MS Excel Template File to Record Your Personal/Family Cash Flow, Expense Tracking and Budgeting

The MS Excel Template is now FREE to download!


Hi Everyone,

I have developed a Microsoft (MS) Excel Template File that can be used to record your daily financial or cash activities/transactions. With this template you can record not only your spending, but also your receipts, this way you will not only know the information about your spending but also your cash flow as a whole (cash-in and cash-out).

You can also use this template to make forecast/projection and budgeting on your money/cash for one year ahead. This template might also be useful to those of you who at the moment are starting your own small business; this template can help you manage your money coming in and out from your business.

It’s an easy to use excel template file, all you have to do is just load this template file in your MS Excel (2007, 2010, 2013 or 2016) and then input your daily transactions, incoming revenue and expenses, into the template. This template will then automatically record all your incoming revenue and expenses that you inputted, automatically calculate/summarize it into a table report. This template will also automatically create three interactive charts/graphs of the inputted transactions. A manual instruction on how to use this template will also be sent to the person who buys it and I will gladly help should you have problem(s) with this template.


This template is an enhanced version of the template that I have been using for myself for almost two years since 2014. The enhancement itself was just being done on September and October 2015, and the testing of the new enhanced template was done on November 2015. Now that this template have been tested and found foolproof and reliable, then I think it is ready to be released to the public.

You must be going to think that there are already a lot of other MS Excel templates which offers a similar idea, and then what is the difference? What is so special about my template over the others? Well, honestly, I don’t know… I haven’t tried other templates besides mine, therefore you have to try out the template for yourself…

You must also be going to think that there are already a lot of apps (on android, iOS, Windows Phone) which offers a similar idea; well it’s just a matter of your preferences and for me, I prefer to use MS Excel to record my financial activities as it offers much more friendly interface.

OK, to give you a glimpse on what my MS Excel template is offering, here are a few screenshots of the template. 


Summary of Transaction/Activities - Tab/Sheet
Monthly Detail Summary of Transaction/Activities - Tab/Sheet
Cash or Bank Balance Summary - Tab/Sheet
Receivables and Payables Summary - Tab/Sheet
Summary Transaction/Activities Interactive Chart - Tab/Sheet
Monthly and Year to Date Revenue and Expenses Interactive Chart - Tab/Sheet
Daily or Monthly Detail Transaction Input - Tab/Sheet
Detail Credit Card Usage - Tab/Sheet


Feeling interested after seeing the above screenshots?

YOU COULD DOWNLOAD IT FROM THE FOLLOWING LINK:

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