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

Transaction Report

You will usually arrive at this sheet by clicking on the links on the ‘Act and Fcst’ sheet.  If so, the data will already be set to show you the details for the Minor Category you clicked.  The rows highlighted yellow show the current month data, prior months are white.

If you want to see all the transactions just click the ‘View All Transactions’ button at the top.  There is a link back to the ‘Act and Fcst’ sheet at the top of the page.

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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