Originally published: 08/06/2020 07:09
Last version published: 16/02/2021 17:41
Publication number: ELQ-22490-6
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A useful and easy-to-use tool to take control of your finances, storing all relevant information in one place.

Creating a budget and keeping track of your expenses, making the most of your assets, are the first steps on the road to effective personal finances management. This easy-to-use and comprehensive tool aims to help you take control of your finances organising and aggregating all relevant information in one place. Effectively manage your money and increase your saving ability, by creating a budget and controlling your daily, weekly or monthly spending as well as by reconciling current account and credit card balances.

The workbook, consisting of several spreadsheets, can be easily navigated through the Main Menu, providing access to:
• initial upload of current account and credit card balances;
• expenses/revenues budget input;
• Bank Transactions Register, for recording expenses, income, transfers, ATM withdrawals;
• Quick recap of account balances;
• Profit and Loss Report;
• Account reconciliation tool, with ability to search movements for a specified time period and for each account;
• Formats (modifiable transaction descriptions used to populate drop-down windows in Bank Transactions Register);
• Dashboard, summarising key performance indicators in the form of graphs, all-in-one, with interactive function through drop-down windows.

Whenever necessary, to assist in data input, warnings and explanation messages are displayed to prevent or correct errors. Depending on computer capacity, the file may take-up to 30 seconds to open. Two version provided, one with sample data and one empty.

This Best Practice includes
2 excel workbooks (1 with data, 1 empty)

Domenico Cristarella offers you this Best Practice for free!

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Further information

Taking control of personal finances

4.2 / 5 (5 votes)

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