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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Maximum purchase quantity: 1 items
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Personal finances (budget and wealth)
📃 Description
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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Terms and conditions
- You will receive a request to leave a review on our website a few days after placing your order
- Each review entitles you to 1 gift (up to the value of the amount paid for your order or CHF 30.-)
- Valid for 10 days following the review with the code "MERCI" (the order will be validated)
- Gifts can also be purchased independently of a review
- Deliverable only within Switzerland (while stocks last)
💸 Payment/delivery information
- Rental rates are daily rates
- Service contract rates are monthly flat fees
- 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.
Payment methods to choose from:
- Cash, Twint, e-invoice, online card payments, PayPal
We are not subject to VAT.
Installation service and warranty (hardware and software)
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