Mobile personal budget
Excel file with demo
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Mobile personal budget
Description
Enter expenses on the go (cash or Twint) in a suitable file on Excel Mobile
Current balances of all your budget sections!
✔️ Link with the monthly personal and family budget or a financial management mandate (adaptation included)
✔️ Import into one of the defined budget sources (cash, post office, bank)
✔️ Balance indication (with Fortune module)
✔️ Indication of the monthly budget remaining of each position with coloured representation of the balance
✔️ Budget and Fortune Charts (with Fortune module)
✔️ Single or multi-user (entries on several mobile budgets with common or separate liquidity accounts)
Automatic import (by VBA macro)
When opening the personal budget:
- Opening the mobile budget located in the same folder
- Verification and recording of the mobile budget expenses entered (section, amount, account, date)
- Deletion of expenses from the mobile budget
- Updating the budget and balances
- Saving and closing the file
Requirements
- Microsoft 365 Subscription
- Microsoft Excel Mobile App
- Mobile budget in conjunction with:
- Monthly personal and family budget application
- Personal Finance application (budget + fortune)
- Financial management mandate
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.
Return shipping costs may apply. The refund may be reduced if the item shows signs of use.
Payment/delivery information
- Rental rates are daily rates
- Service contract rates are monthly flat fees
- The applications (files) are delivered to you customized within 24 hours. They can be freely adapted to your needs
Satisfaction guaranteed or your money back, no contractual obligation!
The packages are active from the day ordered and are billed monthly unless notice of termination (for the following month). If you do not wish to continue the following month, the payment of the monthly package will be refunded (additional services ordered remain due).
Shipping costs are displayed in the shopping cart (free shipping on orders of 2 or more items).
Payment for on-site services is made via e-invoice (due in 10 days), while remote deliveries require payment in advance.
You can also place an order at no cost to receive a quote.
We are not subject to VAT.
Hourly rates
Installation service and warranty (hardware and software)
Return policy
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