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Budgeting

80 CHF €
CUSTOMIZED
Payment/delivery conditions
Your monthly personal and family budget
Discount based on taxable income (on taxation)
Choice of monthly budget
Submitting your list
Tax budget
Transmission of the budget file
Relevés de comptes
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Budgeting
Product Details
Brand: Excel-Gestion
Target: Privés
Price: Service
Delivery: 3 jours

We establish your monthly personal and family budget

To obtain your budget, you provide us with a list of all your annual income and expenses which we will classify in your monthly budget:

  • Invoices / eBill
  • Insurance
  • Credit card details
  • DD / LSV
  • Standing orders / transfers
  • Cash / Twint
  • Taxes (or calculated by simulation)

We will need the reason for the expenses for classification. We will then send you a file of your fixed budget, divided into around fifty sections.

The budget can be distributed between family members by indicating the members concerned by the operations or you will define the distributions for each section.

We offer other alternatives, having the advantage of generating your budget continually adjusted according to all your income and expenses:

  • Ordering our budget files (Excel)
    • You enter all your annual expenses to obtain your monthly budget
  • Financial management mandate (monthly)
    • We enter your transactions monthly in your budget
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