Personal Finance Manager Software (Beta) for Microsoft® Excel®

General Instructions

To view the file you must enable macros: set Microsoft Excel macro security to Medium.  Do this by using the TOOLS menu option, then select MACROS, SECURITY and select MEDIUM on the SECURITY LEVEL tab.

When you open the Personal Finance Manager file you will see the high level analysis report with the sample data.  You can read about this page by clicking here.  If you want to add or maintain data you can learn more by clicking here.  When you are ready to use the application you can overwrite or clear out the sample data.

Please note that throughout the file income figures are shown as negative (-) and expenses are positive.

Help for this application:

| General | Income/Expense Analysis | Main Menu | Periods | Major Categories | Minor Categories and Plan | Import Transactions | Actual and Forecast | Transaction Reporting |

Ideas to improve your income/expenditure:

US:| Lower Bills | Search Loans | Refinancing | Value Purchases |

UK:| Lower Bills | Search Loans | Remortgaging | Value Purchases |

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