Your Personal Finance Solution
NEW VERSION COMING SOON! New Features will Include: Personal Financial Statement / Built-in data conversion tools for importing data, including a one click conversion from Mint's download format / Mortgage Calculator / Loan Scenario Calculator / Simplified Setup / Simplified Budget Analysis / Quick View for Expense Tracking and more!
CUSTOMERS WHO PURCHASE(D) THE CURRENT VERSION, WILL RECEIVE THE NEW VERSION FOR FREE BY E-MAILING THEIR REQUEST FOR THE NEW VERSION TO XLYOURFINANCES@GMAIL.COM
Budgeting That Makes Sense
Finally a budget that makes sense. Have you ever tried to budget for an expense, but you don’t know what month or day that it will happen? XLyourfinances’ budget will automatically calculate if there was activity in that month. Want a traditional budget? XLyourfinances allows you to select by category whether you want a traditional or adjusted budget.
Compare Years In One Spreadsheet
XLyourfinances is designed to store multiple years* in one spreadsheet. You can easily view in detail or summary, any category or transaction that you have entered. Want to see your grocery bills over the last 5 years? View the total by year, by month, or every transaction in detail with the click of a button.
Research Made Easy
Have you ever needed to research a past transaction, only to find it was in multiple spreadsheets or not recorded electronically at all? Causing you to look through old boxes in the basement or attic? XLyourfinances makes research simple and quick because all your transactions are in one place with powerful filter and sort tools. XLyourfinances filter is more flexible and easier to use than ‘Autofilter’.
Don't Lose Your Transaction History, See If You Are Getting Better or Worse
By downloading transactions from your bank and credit card companies, you will have a permanent record of your finances. Your bank and credit card companies usually only keep a limited number of months of data available to you. XLyourfinances makes it easy to not only save those records permanently, but also makes it easy to analyze and learn from your past habits and see if you are getting better or worse.
Save Time And Avoid Headaches
Have you ever spent hours trying to balance your checkbook or reconciling to your credit card statement? Many reconciliation headaches originate from ‘typos’ and/or duplicate entries. XLyourfinances ‘Entry Screen’ validates transactions and provides account balances before posting so you are always reconciled.
Use category names that fit your unique needs with fully customizable category names. You can create up to 108 unique categories.
You Don't Need to Know Excel
You don’t have to know Excel to take advantage of all that Excel has to offer. XLyourfinances is user-friendly and does not require Excel knowledge.
"My background is also accounting & IT and I think you have done a great job with this home finance tool. I especially like the way you have solved the credit card timing issue, the treatment of ATM cash and the great job with variable apportionment options in the budget lines. Well done. Regards" -John
"...Thank You!...Awesome spreadsheet!" - Jessica
Or see FAQ (Frequently Asked Questions) for more details.
Excel is a registered trademark of the Microsoft® Corporation.