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

Major Category List

In this sheet you can identify the major headings of income and expense that you want to plan and measure.  Change these to meet your requirements.  The order of these categories is used in the reports so you may want to have the highest priority categories at the top.  Set these once and only change if your reporting requirements change.

A maximum of 10 categories can be used.  You cannot have any gaps in between the categories (e.g. if you are using only 9 categories then use the top 9 yellow fields and leave the bottom one blank).

Help for this application:

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

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