Personal finances (budget and wealth)
Excel file with demo
Variantes
Importation de listes d'opérations (relevés bancaires, cartes de crédit, ...)
Budget mobile
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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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In stock
Maximum purchase quantity: 1 items
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Personal finances (budget and wealth)
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 | |
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movements | account statements | movements by sources /
account statements |
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distribution by members (fixed or dynamic depending on expenses) | distribution by members (fixed or dynamic depending on expenses)
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manual | manual /
automatic depending on movements |
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typing movements (single or multi-user) | entry movements (single or multi-user) /
liquidity adjustment |
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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.
Return shipping costs may apply. The refund may be reduced if the item shows signs of use.
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