[Your Name(

Ex

Basics Income and Spending

Today's Date: Projected Yearly Income $0

12/31/2019 Projected Monthly Income $0
Projected Monthly Net Income $0
Current Month December Average Monthly Income $0
Starting Date 12/1/2019
Ending Date 12/31/2019 Projected Monthly Expenses $0
Average Monthly Expenses $0
Budget History Difference $0
Budget Started 1/9/2017
Days Since 1086 Income This month $0
Months Since 35.70 Spending This month $0
Calendar Months 36 Difference $0

Note: Everything here updates Note: Everything here updates automatically.

automatically, except for the
starting date. The starting date is
used to calculate the days and
months elapsed, which are
important for calculating
averages. Averages will fluctuate
depending on the starting date
Financial Year
you choose.
January-December

Note: Choose your preferred financial year by

clicking in the green box above this box.
 [Your Name(s) Here]'s Household Budget
Executive Summary
Copyright ©

All Earning Categories

Category Total Monthly Current Month

Job/work 1 $0.00 $0.00 $0.00
Job/work 2 $0.00 $0.00 $0.00
Family $0.00 $0.00 $0.00
Bank interest $0.00 $0.00 $0.00
Friends $0.00 $0.00 $0.00
Other $0.00 $0.00 $0.00

Current maximum of 10 categories

matically. Note: Everything here updates automatically and the table can be sorted by
data in any column. In the event you want to add, subtract, or edit a
category, follow the directions on the Lists tab.

Note: For the entirety of this workbook, all green cells are input
cells, in which you need to manually input data or information.
Additionally, only the sheets with green tabs need manual data
entry. Green boxes throughout the workbook provide additional
guidance.

al year by
box.
 Copyright © 2016 George M. Hayward

All Expense Categories

Category Total Monthly Note: Everything

Mortgage/rent $0.00 $0.00 here updates
Car payment $0.00 $0.00 automatically and
the table can be
Cell phone $0.00 $0.00
sorted by data in
Gift $0.00 $0.00 any column. In the
Gas bill $0.00 $0.00 event you want to
Education $0.00 $0.00 add, subtract, or
edit a category,
Food (NG) $0.00 $0.00 follow the
Clothing $0.00 $0.00 directions on the
Groceries $0.00 $0.00 Lists tab.
Recreation $0.00 $0.00
Gym/fitness $0.00 $0.00
Book(s) $0.00 $0.00
Car insurance $0.00 $0.00
Car maintenance $0.00 $0.00
Charity $0.00 $0.00
Child care $0.00 $0.00
Church giving $0.00 $0.00
Computers/electronics $0.00 $0.00
Driving/parking $0.00 $0.00
Electric bill $0.00 $0.00
Gas $0.00 $0.00
Grooming $0.00 $0.00
Health $0.00 $0.00
Home décor $0.00 $0.00
Home/rental insurance $0.00 $0.00
Household supplies $0.00 $0.00
Internet $0.00 $0.00
Life insurance $0.00 $0.00
Mail/business $0.00 $0.00
Medical bills/insurance $0.00 $0.00
Miscellaneous $0.00 $0.00
Pet food/care $0.00 $0.00
Professional associations $0.00 $0.00
Taxes $0.00 $0.00
Television $0.00 $0.00
Toiletries $0.00 $0.00
Vacation/travel $0.00 $0.00
Water/trash $0.00 $0.00
Work $0.00 $0.00

Current maximum of 50 categories

 Cumulative Income From All Sour
$0.00

Date Source Amount Category

ive Income From All Sources
$0.00

Form Explanation
Note: Only the columns filled with
green are needed for analyses, but
the others may also prove
informative and useful for you or
your household. Two of the columns
have drop-down menus. For
"Category," the menu options are
very important for the document to
update elsewhere. The menu under
"Form" is more for your own record
keeping.
 Cumulative Expens
$0.

Date Place Price PMT

Cumulative Expenses From All Sources
$0.00

Expense Cycle Nec/Lux

urces

Explanation Note: Only the columns filled with

green are needed for analyses, but
the others may also prove
informative and useful for you or
your household. Four of the
columns have drop-down menus.
For "PMT," the menu options are
mainly for informational purposes.
For "Expense," the menu options
are required for the document to
update elsewhere. "Cycle" is
helpful because large, irregular
expenses may throw off your "true"
averages in a given category. To
account for this, the Budget sheet
shows global averages for each
expense but also averages for
regular expenses only. "Nec/Lux"
is purely informational and is
intended to help the user quickly
identify potential unnecessary
expenses. For the most accurate
results and calculations, it is
recommended that all expenses be
recorded, big or small.
Note: Only the columns filled with
green are needed for analyses, but
the others may also prove
informative and useful for you or
your household. Four of the
columns have drop-down menus.
For "PMT," the menu options are
mainly for informational purposes.
For "Expense," the menu options
are required for the document to
update elsewhere. "Cycle" is
helpful because large, irregular
expenses may throw off your "true"
averages in a given category. To
account for this, the Budget sheet
shows global averages for each
expense but also averages for
regular expenses only. "Nec/Lux"
is purely informational and is
intended to help the user quickly
identify potential unnecessary
expenses. For the most accurate
results and calculations, it is
recommended that all expenses be
recorded, big or small.
 Bank Balances by Month
Starting Date of Month Account Ending Balance
Balances by Month
Explanation Note: Enter the starting date of a
given month in the leftmost
column. So, for your ending bank
balance in October of 2016, enter
10/1/16. Technically, you could
enter any date in October of 2016
and everything would be fine. I
suggest entering the first day of the
month, though, because it is easy to
remember, it is always the same
(unlike the last day of the month,
which varies between the 28th and
31st) and would keep the
formatting consistent.

Only the columns filled with green

are needed for analyses, as usual,
which means you must enter data
into all but the last column.
Note: Enter the starting date of a
given month in the leftmost
column. So, for your ending bank
balance in October of 2016, enter
10/1/16. Technically, you could
enter any date in October of 2016
and everything would be fine. I
suggest entering the first day of the
month, though, because it is easy to
remember, it is always the same
(unlike the last day of the month,
which varies between the 28th and
31st) and would keep the
formatting consistent.

Only the columns filled with green

are needed for analyses, as usual,
which means you must enter data
into all but the last column.
 Overall Budget with Projected, Actual, Regu

Projected Regular Current

Category Average Actual Average Only Month
Book(s) $0 $0 $0
Car insurance $0 $0 $0
Car maintenance $0 $0 $0
Car payment $0 $0 $0
Cell phone $0 $0 $0
Charity $0 $0 $0
Child care $0 $0 $0
Church giving $0 $0 $0
Clothing $0 $0 $0
Computers/electronics $0 $0 $0
Driving/parking $0 $0 $0
Education $0 $0 $0
Electric bill $0 $0 $0
Food (NG) $0 $0 $0
Gas $0 $0 $0
Gas bill $0 $0 $0
Gift $0 $0 $0
Groceries $0 $0 $0
Grooming $0 $0 $0
Gym/fitness $0 $0 $0
Health $0 $0 $0
Home décor $0 $0 $0
Home/rental insurance $0 $0 $0
Household supplies $0 $0 $0 Note:
Internet $0 $0 $0 Projected Average
Actual Average: W
Life insurance $0 $0 $0 on Summary tab).
Mail/business $0 $0 $0 Regular Only: The
Medical bills/insurance $0 $0 $0 Expenses tab). Thi
on the Expenses ta
Miscellaneous $0 $0 $0 Current Month: Cu
Mortgage/rent $0 $0 $0 All five columns in
Pet food/care $0 $0 $0 ----------------------
The red formatting
Professional associations $0 $0 $0 (predicted).
Recreation $0 $0 $0
Taxes $0 $0 $0
 All five columns in
----------------------
The red formatting
(predicted).

Television $0 $0 $0
Toiletries $0 $0 $0
Vacation/travel $0 $0 $0
Water/trash $0 $0 $0
Work $0 $0 $0
ected, Actual, Regular, and Current Spending

Projected Monthly Projected Yearly Note: This information will update automatically.
Expenses Expenses
$0 $0
Note: If you have one income, simply leave "Income 2" and
Income 1 Income 1 Net "Income 2 Net" blank. If you have more than two incomes,
either incorporate it into one of the others (add it to Income
1 or Income 2) or add a third row and update the cell
Income 2 Income 2 Net references to account for it (G12 and H12). Also, if you don't
know your gross or net income, just make an informed
Total Income Total Net Income estimate. Remember that net income is income after taxes.
$0 $0

Net Income - Projected Expenses Note: You want this number to be positive. If it is negative,
$0 the font will change to red and it means you are spending
more than you are making.

Current Month December

Starting Date 12/1/2019
Ending Date 12/31/2019

General Information
Projected Monthly Average $0
Actual Monthly Average $0
Spending This Month $0
Income This Month $0
Difference $0

Note:
Projected Average: What you EXPECT to spend, on average (estimates are fine). Enter this yourself.
Actual Average: What you have actually spent, on average, since you started using this chart (the starting date
on Summary tab). This updates automatically.
Regular Only: The average amount of money that you have spent among "regular" expenses (from the
Expenses tab). This updates automatically. If you don't want to fill in "regular" or "irregular" for each expense
on the Expenses tab, you can delete that column here, since all of the values will be zero.
Current Month: Current spending this month. This updates automatically.
All five columns in the table to the left can be sorted using the arrows at the top.
--------------------------------------------------------------------------------------------------------------------------------
The red formatting is automatic and indicates when actual, regular, or current spending is higher than projected
(predicted).
All five columns in the table to the left can be sorted using the arrows at the top.
--------------------------------------------------------------------------------------------------------------------------------
The red formatting is automatic and indicates when actual, regular, or current spending is higher than projected
(predicted).
te automatically.

mply leave "Income 2" and

e more than two incomes,
he others (add it to Income
and update the cell
and H12). Also, if you don't
ust make an informed
ome is income after taxes.

e positive. If it is negative,
means you are spending

nter this yourself.

his chart (the starting date

expenses (from the

rregular" for each expense
zero.

---------------------------
ing is higher than projected
---------------------------
ing is higher than projected
Cumulative Income From All Sources
 Cumulative Income From All Sources
$1

$1

$1

$1

$1

$1

$0

$0

$0

$0

$0 $0 $0 $0 $0 $0
$0
Job/work 1 Job/work 2 Family Bank interest Friends Other
Cumulative Expenses From All Sources
 Cumulative Expenses From All Sources
$1

$1

$1

$1

$1

$1

$0

$0

$0

$0

$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0
nt ent n e if t b ill io n G) in g r ie s io n ess ( s) nc e nce r ity are in g ics in g bill as in g lth co r n ce lies ne t n c e ess n c e ou s are on s x es io n ries vel ash o rk
re o G s at ( N th ce at itn o k r a c iv on rk ic G m ea é r in /c ti Ta v is let /tra r/tr W
e/ y m p h a a ha a p a
H e d su r sup In te su r u s su r lan o d cia
a e
a g a ll G d u c od Clo ro e cr e m /f Bo n su n ten C h ild h g ectr /p a ctr ro
o le To i o n ate
tg r p Ce E Fo G R y r i mai C u rc /el in g Ele G n
o m al i o ld in il/b s/in cel t fo sso Te ti W
o r Ca G a s H t i f e a ll is e a ca
M C ar Ch u ter r iv r
n
e us eh L M
l b i M P al
n Va
C p D / a o
e o ic si
m om H ed es
Co H M of
Pr
 Monthly Income and Expenses by Year and Month
Choose a Viewing Option Choose a Starting Year Your Range Will Cover
Last 12 Months 2016 January 2019 to December 2019

Monthly Income and Expenses, January 2019 to December 2019

1/1/2019 2/1/2019 3/1/2019 4/1/2019 5/1/2019
1/31/2019 2/28/2019 3/31/2019 4/30/2019 5/31/2019
January February March April May
Income $0 $0 $0 $0 $0
Expenses $0 $0 $0 $0 $0

Monthly Income and Exp

$1
$1
$1
$1
$1
$1
$0
$0
$0
$0
$0 $0 $0 $0 $0 $0 $0
January February March April May June
Inco
Month Note: Choose a viewing option and then a starting year, if applicable. The table and graph will update autom
"Financial Year" as your viewing option, the order of the months will match the financial year you selected
ange Will Cover The next two sheets are very similar.
9 to December 2019

6/1/2019 7/1/2019 8/1/2019 9/1/2019 10/1/2019 11/1/2019 12/1/2019

6/30/2019 7/31/2019 8/31/2019 9/30/2019 10/31/2019 11/30/2019 12/31/2019
June July August September October November December
$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0

Income and Expenses, April 2016 to March 2017

0 $0 $0 $0 $0 $0 $0
y June July August September October November
Income Expenses
d graph will update automatically. If you choose
nancial year you selected on the Summary tab.

Total Avg. Month

$0 $0
$0 $0

$0 $0
November December
 Monthly Income and Expenses by Year, Month, and Category
Choose a Viewing Option Choose a Starting Year Your Range Will Cover
Last 12 Months 2016 January 2019 to December 2019

Monthly Income and Expenses by Year, Month, and Category, January 2019 to December 2019
1/1/2019 2/1/2019 3/1/2019 4/1/2019 5/1/2019
1/31/2019 2/28/2019 3/31/2019 4/30/2019 5/31/2019
January February March April May
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A

Monthly Income and Expenses by Year, Month

$12

$10

$8

$6

$4

$2

$0
January February March April May June
Row 9 Row 10 Row 11
d Category Choose up to 3: Income Categories Expense Categories
ange Will Cover 1
9 to December 2019 2
3
mber 2019
6/1/2019 7/1/2019 8/1/2019 9/1/2019 10/1/2019 11/1/2019 12/1/2019
6/30/2019 7/31/2019 8/31/2019 9/30/2019 10/31/2019 11/30/2019 12/31/2019
June July August September October November December
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A

s by Year, Month, and Category, April 2016 to March 2017

June July August September October November December

ow 10 Row 11 Row 12 Row 13 Row 14
nse Categories

Total
$0
$0
$0
$0
$0
$0

mber December
 Bank Balances by Year, Month, and Account
Choose a Viewing Option Choose a Starting Year Your Range Will Cover
Last 12 Months 2016 January 2019 to December 2019

Bank Balances by Year, Month, and Account, January 2019 to December 2019
1/1/2019 2/1/2019 3/1/2019 4/1/2019 5/1/2019
1/31/2019 2/28/2019 3/31/2019 4/30/2019 5/31/2019
January February March April May
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A
Total $0 $0 $0 $0 $0

Bank Balances by Year, Month, and Accoun

$1

$1

$1

$1

$1

$1

$0

$0

$0

$0

$0 $0 $0 $0 $0 $0 $0 $0
January February March April May June July
Row 11 Row 12 Row 13 Row
$0

$0

$0 $0 $0 $0 $0 $0 $0 $0
January February March April May June July
Row 11 Row 12 Row 13 Row
nt Choose up to 5: Bank Accounts
ange Will Cover 1
9 to December 2019 2
3
4
5

6/1/2019 7/1/2019 8/1/2019 9/1/2019 10/1/2019 11/1/2019 12/1/2019

6/30/2019 7/31/2019 8/31/2019 9/30/2019 10/31/2019 11/30/2019 12/31/2019
June July August September October November December
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A
$0 $0 $0 $0 $0 $0 $0

nth, and Account, April 2016 to March 2017

$0 $0 $0 $0 $0 $0 $0
June July August September October November December
Row 13 Row 14 Row 15 Total
 $0 $0 $0 $0 $0 $0 $0
June July August September October November December
Row 13 Row 14 Row 15 Total
 Note: This sheet contains all of the lists for the drop-down menus in this workbook. Before altering any, please read the dire

Types of Expenses PMT Category Account Nec/Lux

Book(s) Bank direct Bank interest Checking 1 --
Car insurance Cash Family Checking 2 Luxury
Car maintenance Check Friends Savings 1 Necessity
Car payment Credit card Job/work 1 Savings 2
Cell phone Debit card Job/work 2
Charity Gift Card Other
Child care Other
Church giving Paypal
Clothing
Computers/electronics
Driving/parking
Education
Electric bill
Food (NG) Note: All lists currently stop at the black line that is
add a couple items of your own without having to ch
Gas Note: In the expenses list, "Food
Gas bill (NG)" means food that is not
groceries (usually used for eating
Gift out). If you don't like that label, To Modify (Add, Remove, or Rename) the Gre
Groceries feel free to change it following If your changes fit above the black line:
Grooming the directions on the right. 1. Adjust options (add, remove, rename) to your l
Gym/fitness 2. Re-sort list alphabetically
Health If your changes will make your list longer than
Home décor 3. Expand the table by dragging the bottom right
Home/rental insurance 4. Put a border along the bottom edge (optional b
Household supplies 5. Select the table column or cell that uses that lis
Internet downward arrow appears and then click)
Life insurance 6. Click "Data > Validate" from menus
Mail/business 7. A box will open showing the current data valid
Medical bills/insurance
Note: Keep reading below, if necessary, for specific
Miscellaneous
Mortgage/rent
Pet food/care If you Added Items to the "Types of Expenses"
Professional associations 1. Add the new item(s) to the expenses table on th
Recreation 2. Add the new item(s) to the table on the Budget
Taxes Note: If the tables do not expand automatically, d
Television If you Removed Items From the "Types of Exp
Toiletries 1. Remove item(s) from the expenses table on the
Vacation/travel 2. Remove item(s) from the table on the Budget t
Water/trash If you Added Items to the "Category" List
Work 1. Add the new item(s) to the earnings table on th
Note: If the table does not expand automatically,
If you Removed Items From the "Category" L
1. Remove item(s) from the earnings table on the
If you Changed the Name of a Drop-down Item
If an item name is changed after you've been usin
the "Types of Expenses" list) it must be changed e
will be looking for "Cell phone" and not "Phone"
("Cell phone") and change them all to the new na
or "Category," remember to adjust the tables on th

Keep list above this line.

Current data validation stops
here.
 ring any, please read the directions included on this sheet, especially if you are new to data validation.

Form Year Financial Year Year Code Inc. & Exp. Cycle
Cash 2015 January-December 1 Financial Year Regular
Check 2016 February-January Last 12 Months Irregular
Direct deposit 2017 March-February
Other 2018 April-March Note: You should not change any of these
blue tables unless you are also going to
2019 May-April edit the formulas that reference them.
2020 June-May These lists are special because formulas
July-June throughout the workbook look for the
exact words listed here. Thus, if you
August-July change these words, the formulas will no
September-August longer work. For simplicity, I would highly
October-September recommend not changing these.
November-October
December-November

stop at the black line that is underneath them. I intentionally left blank entries at the end of each list so that you can
our own without having to change the data validation.

move, or Rename) the Green Lists

ove the black line:
remove, rename) to your liking
ically
make your list longer than the black line, do steps 1 & 2 and then:
dragging the bottom right corner downward
he bottom edge (optional but helpful)
mn or cell that uses that list (to select an entire column, hover above the column heading until a black
ars and then click)
ate" from menus
wing the current data validation list. Select the new range you created

ow, if necessary, for specific instructions that may apply to your modifications.

o the "Types of Expenses" List

to the expenses table on the Summary tab. The table should expand automatically (see note below)
to the table on the Budget tab. The table should expand automatically (see note below)
ot expand automatically, drag their bottom right corners downward
s From the "Types of Expenses" List
m the expenses table on the Summary tab. Sort table and then resize table to fit number of categories
m the table on the Budget tab. Sort table and then resize table to fit number of categories
o the "Category" List
to the earnings table on the Summary tab. The table should expand automatically (see note below)
not expand automatically, drag the bottom right corner downward
s From the "Category" List
m the earnings table on the Summary tab. Sort table and then resize table to fit number of categories
ame of a Drop-down Item After Already Using that Item in the Past
nged after you've been using the workbook for a while (for example, changing "Cell phone" to "Phone" on
s" list) it must be changed everywhere it occurs in the past (e.g., on the Expenses table) because the tables
ll phone" and not "Phone" when making all of the calculations. To do this, filter the table by the old name
nge them all to the new name ("Phone") using the drop-down menu. If you do this for "Types of Expenses"
ber to adjust the tables on the Summary and Budget tabs afterward to reflect these changes.
 Frequently Asked Questions

How can I change the start and end month of the financial year?
On the Summary tab, simply click the dropdown menu for financial year and choose whichever option you prefer. Af
relevant graphs (including their data and titles) will update automatically for you.

Can I add subcategories for the expenses? For example, under "pet food/care," can I have dog food and cat foo
The simple answer is no, unfortunately. I tried to find a way to do this, but I think it would complicate the workbook,
simple for the users as possible. For those of you with advanced Excel skills, you could probably add subcategories y
side, there is a way around this: just make a separate category for all of your subcategories. In other words, you could
category for dog food/care and cat food/care. On my personal workbook, I added a category for property taxes even t
a tax category. I use the regular tax category for income tax and the property tax category for the taxes on our house a

Is it possible to change the currency (e.g., from dollars to pounds)?

Yep! First, select the cells you want to format and then click Format > Cells. In the pop-up box that appears, change t
currency to whichever you desire and then click OK. Note that changing the currency will not apply an exchange rate
in value between the two currencies. Here is a link with pictures that demonstrates it nicely: http://www.howtogeek.co
change-the-currency-symbol-for-certain-cells-in-excel/. Also, the link contains another link for how to change your d
in Windows.

Is it possible to change the date format?

Yep! Although, this has given me problems, and I think it's because of the default date settings on my computer. Chec
(http://www.nhaustralia.com.au/blog/easily-convert-dates-australian-format-excel/) and perhaps search the web for ex
location. The only dates that need to be changed are the four individual dates on the Summary sheet, the date columns
Expenses, and Bank Balances sheets, and two individual dates on the Budget sheet. You can select the whole date col
expenses, and bank balances by clicking above the word "Date" when a dark black arrow with a line over it appears.

Will this update automatically from year to year?

Yep! It will automatically continue into a new year and will keep all of your old data. Also, the graphs on the Income
Categories, and Balances sheets are interactive. That is, not only will they update in real-time, but you can choose wh
them by financial year (and, if so, which year) or over the past 12 months.

Can I change the cycle options for expenses to be more exact (e.g., weekly, biweekly, annually)?
You can definitely add cycle options yourself should you wish to do so. However, the workbook is currently limited t
and "irregular" expenses). I originally created more options but opted for just two categories because I wanted it to be
for the average user.

What should I list as my income on the Budget sheet if my income varies from month to month?
I would just estimate a conservative monthly average (i.e., on the lower side) and multiply it by 12. You could always
on, as well, like if you get a seasonal job at some point. If your income fluctuates a lot, you might find the actual mon
(cell F14) on the Summary tab more helpful than the projections.

What other platforms or software is this compatible with?

Numbers: Unfortunately, I don’t think so. I tried it on Numbers but most of the formulas would not transfer over. It i
make something comparable in Numbers, but it might require a large time investment.
LibreOffice: I made a version that was compatible for LibreOffice in the past. The Excel file should import without a
tweaking at that point. I have not continued to update the LibreOffice file because I am unfamiliar with that software
relearn it in order to do so. However, if you have trouble replicating any components of this Excel workbook in Libre
assist as much as I can.
Google Drive: I experimented with making a Google Drive version of this, using Google Sheets, but many of the adv
workbook could not be transferred over. Thus, no Google Drive version currently exists. However, I am happy to pro
assistance for someone attempting to transfer this to Google Drive.
Older versions of Excel: I'm not sure. I've only used this on Excel 2013 and 2016. However, I think it will work on e
a problem. One potential issue is that the graphs may look a little different (e.g., have different fonts or color shemes)
Mobile: I’m not sure how this will work on mobile devices, but at least one person tried it using Excel for iPad and s
Please let me know if you come across any other mobile apps that do or do not work and I can add them here.
 ons

chever option you prefer. After you do this, all of the

I have dog food and cat food separately?

ld complicate the workbook, and I want it to be as
probably add subcategories yourself. On the bright
es. In other words, you could have a separate
ory for property taxes even though there is currently
y for the taxes on our house and car.

up box that appears, change the symbol for the

ll not apply an exchange rate if there is a difference
ely: http://www.howtogeek.com/240316/how-to-
nk for how to change your default currency format

ttings on my computer. Check out this article

perhaps search the web for examples specific to your
mary sheet, the date columns on the Income,
can select the whole date columns for income,
w with a line over it appears.

so, the graphs on the Income | Expenses, Monthly

time, but you can choose whether you want to view

, annually)?
orkbook is currently limited to two options ("regular"
ries because I wanted it to be as simple as possible

th to month?
ly it by 12. You could always adjust it as time goes
ou might find the actual monthly income calculation

s would not transfer over. It is probably possible to

l file should import without a problem but may need

nfamiliar with that software and must continuously
his Excel workbook in LibreOffice, I am happy to

e Sheets, but many of the advanced features in this

However, I am happy to provide suggestions and

ever, I think it will work on earlier versions without

ferent fonts or color shemes).
it using Excel for iPad and said that it worked fine.
I can add them here.