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

Plan by Period

This is the sheet where you identify each of the categories of income and expense you want to measure.  You only need to set these once.  Only revise if you need to change the categories to be analysed.  When these are set you can then enter plan figures for each of the 12 periods. Use your historic bank statements to help plan the income and expenses.

Create all your minor categories in column A.  Next to this, in column B, you must select a major category that has been defined in the ‘Major Categories’ sheet.

Finally, enter values for your expense category under the columns for each of the periods.  You can then leave this plan for the year or revise the figures as required.

Important Notes:

You cannot have gaps in your list of Minor Categories.

Using the cut and paste functions can stop the file working properly.  Copy and paste should only be used within the same columns (e.g. copying from column A to column B will stop the file working properly).

Columns C to N should only contain values.

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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