This Excel workbook is designed to help track your expenses, provide insights into your spending habits, and save time managing your finances every month.
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Download a copy of the workbook from the Releases section.
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Right click the file → select Properties → tick Unblock → select Apply → select Ok
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Enable macros to allow the automated functions to work
Note: All VBA functions are publicly available for review here.
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Start by adding an income source, bills, and any other categories you require by clicking the Add/Edit button under each section.
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Select Start → choose the month/year using the drop down boxes → select Ok.
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Enter the values of each item. This will present the remaining balance and calculate the percentage spent on each category.
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Once you have finished entering data for that month click Save.
Note: You can always revisit and make changes for that month by repeating step 5.
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When it's time to track expenses for the next month, tick the autofill checkbox to copy the data from the previous month. This removes the need to re-enter all the values again and instead make adjustments where required.
All data is stored within the hidden "Keystone" and "Data" sheets.
You can view the raw data by either unhiding those sheets or by exporting a copy: Start → Options → Export Data
Start → Options → Change Theme
