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Monthly personal and family budget
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Monthly personal and family budget

120 CHF €
CUSTOMIZED
Payment/delivery conditions
Excel file
Variantes
Importation de listes d'opérations (relevés bancaires, cartes de crédit, ...)
Budget mobile
Please choose
Services
Déclaration d'impôts (pour mise en service)
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Exemple de relevé d'opérations à importer (format Excel, pour mise en service)
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Maximum purchase quantity: 1 items
Monthly personal and family budget
Product Details
Brand: Excel-Gestion
Target: Privés
Price: Application
Delivery: 1 jour

Intelligent monthly budget, developed and adapted automatically according to your expenses

Quick entries

Expenses are entered by selecting the debited account from the list and the corresponding section, the current date being automatic. A validation message is displayed if the account is different from the last save.

Options:

  • Entry and consultation on Excel Mobile (mobile personal budget)
  • Import of operations listed by lines
Smart and scalable monthly budget that adapts to your expenses
The budget is not fixed but adapts dynamically according to the expenses entered as well as the available or missing balance, not theoretical but predictable:
  • Choice of automatic budget adjustment (according to actual expenditure) or manual (according to objective)
  • New: taking into account the extraordinary movements planned in the calculation of the budget which will be paid monthly and reduced with each entry (quotation, future expenses or reimbursements, provision)
  • New : indication of the adjustment made (+/-) on each item since the last opening of the file
  • Comparison of monthly and annual totals with the budget
  • Indication of average monthly expenses
  • Movement history and recording of the last modification date
  • Dynamic calculation of the tax budget based on income
Dashboard with graphs
  • Monthly evolution of income and expenses
  • Annual savings (actual and budgeted)
  • Distribution of expenses by category
  • Current budget balances by category
  • New: monthly totals for each section
  • New: contextual dynamic graphic of the selected section
Family budget
  • Indication of the personal budget of the entire family (1-6 members)
  • Distribution of each section according to definition (fixed variant)
  • Possibility of charging expenses to each member or according to default definition (dynamic variant)
Mobile personal budget (requires Microsoft 365)
  • Entering cash expenditures on Excel Mobile in a suitable file
  • Indication of the remaining monthly budget for each position with coloured representation of the balance
  • Validation and registration when opening the personal budget
  • Single or multi-user (entries on several mobile budgets)
Commissioning (travel not included)
The freely editable Excel files are provided with example sections. Optional commissioning includes initial support:
  • Explanations
  • Customizations (headings, accounts, taxes) based on a copy of the tax return
  • Adaptation of list of operations to import according to the statement

Activation is free for current tax return customers!

Management mandate

We also offer the advantages of the application in the form of financial mandate monthly at 50% of the price if you do not wish to operate it yourself.

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