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Personal finances (budget and wealth)
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Personal finances (budget and wealth)

190 CHF €
CUSTOMIZED
Payment/delivery conditions
Excel file with demo
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
Personal finances (budget and wealth)
Product Details
Brand: Excel-Gestion
Target: Privés
Price: Application
Delivery: 1 jour

Monthly personal and family budget, evolution of wealth, monitoring of investments

✔️ All-in-one modular file with wealth tracking (integration with investments possible)
✔️ Updating wealth accounts based on budget entries (with projection of the current balance)
✔️ New: Monthly current account chart with balance projection
✔️ Dynamic calculation of the tax budget based on income and wealth (only with activation)


Budget staff Evolution of fortune Personal Finance
  • Revenue / expenses
✔

✔
  • Account statements
✔
✔
  • Logging / history
movements account statements movements by sources /
account statements
  • Family variant
distribution by members (fixed or dynamic depending on expenses) distribution by members (fixed or dynamic depending on expenses)
  • Updating accounts
manual manual /
automatic depending on movements
  • Excel Mobile
typing movements (single or multi-user) entry movements (single or multi-user) /
liquidity adjustment
  • Tax calculation
income income / wealth
Commissioning (travel not included)
Freely editable Excel files are provided with sample sections. Optional commissioning includes initial support:
  • Explanations
  • Customizations (headings, accounts, taxes) based on a copy of the tax return

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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