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Financial management
Budget, Wealth, Investments
Modules available (add items to cart with code MANDAT)
Monthly expenses (for Budget or Finance modules, variable)
Please choose
Fortune (for Finance or Investment module, variable)
Please choose
Communications
Mobile personal budget (module to order)
Services
Transmission of your documents (email or Cloud)
Transmission of operations (budget)
Comments
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Tax declaration (for budget calculation)
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Available
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Financial management
Product Details
Brand: Excel-Gestion
Target: Privés
Price: Mensuel
Delivery: 3 jours
You delegate the management of your finances to us (consultation only)
Management mandate
You send us the lists of movements (income and expenses) that we enter in your budget. We provide you every month or week with alerts and analyses, the detailed state of your budget and your finances in a Cloud file (PDF) or with consultation of balances on Excel Mobile. The price of the mandate is a variable monthly payment depending on expenses and wealth, plus initial price for commissioning of desired modules.
With the mandate, you benefit from a 20% discount on the preparation of your tax return.
Modules to choose from
✔️ Monthly personal and family budget
✔️ Evolution of wealth
✔️ Personal finances (budget and wealth)
✔️ Investment tracking
Add desired module to the basket from the choice of our Excel applications. The price of the application is 50% by indicating code MANDAT in the basket (without taking into service). You will not receive any files in return, this one-off amount being for the establishment and customization of the mandate adapted to your needs.
Initially, the budget will only be approximate to improve over the months and the recording of movements. The budget will be more precise after the introduction of all annual expenses.
Satisfied or refunded, 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 is refunded.
You will have the possibility to obtain the file of your mandate by adding the remaining 50% of the initial price.
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