Hello Everyone,
I am glad to announce that the Personal Finance Manager template has been upgraded with the following key enhancements. The files are available for download in the same page.
- Increased number of accounts – Now can handle 20 bank accounts, 20 credit card accounts and 20 cash accounts.
- Increased number of categories and subcategories to unlimited
- Added new chart on account balance trends
- Improved Year – Month slicers in the Report sheet. I am using calculated fields (Year, Month) in the Transactions sheet.
- A new version compatible with Excel for Windows 2007 and Excel for Mac 2011 has been added.
Please try the new version and provide feedback.