Description

This file can be used as a first step before going forward and purchasing a Saas solution that will cost X usd every month. You can give it a go with an Excel based solution at your fingertips.

The file consists of five main parts:
1. Lists sheet – Here is where you define the drop-down selections that will be used in other sheets.
2. Transactions – new transactions are logged in this sheet. The summary and dashboard sheets are based on this sheet.
3. New transaction form – a user form to standardize the input needed for a new transaction.
4. Summary – dynamic view per category and month with date slicers.
5. Dashboard – charts that allow high level view of the business status with date slicers.

How to get this file :

✓ Make sure you have Microsoft Excel installed on your computer.
✓ The file requires macros to run, so make sure to enable them. See this link for more details:
https://support.microsoft.com/en-us/office/macros-in-office-files-12b036fd-d140-4e74-b45e-16fed1a7e5c6
✓ Save the file on your computer and start tracking!

Please be aware:

1. This purchase is for your own personal use, you may not share or re sell this file.
2. This is a digital product that you receive immediately, do not expect anything physical.
3. No refunds, exchanges, or cancellations on digital purchases.

Feel free to contact me for any questions or comments before or after your purchase.

Thank you in advance,
Elad