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Household Budget Tool - EN
Take full control of your household finances with one powerful, easy-to-use Excel template.
All data entry is done through clear, intuitive screens — no formulas, no confusing tabs, no Excel skills required.
 

Import all your bank transactions with a single click.
The template automatically recognizes your bank, applies smart categories where possible, and prevents duplicate entries. This saves you hours of manual work and keeps your financial overview always up to date.

Household Budget Tool - EN

SKU: FAMBGTEMP
€39.00 Regular Price
€34.95Sale Price
Excluding Sales Tax

  • Additional product information

    🟦 Household Budget Tool (VBA Template)

    The Household Budget Tool (VBA Template) is a complete solution for anyone who wants full control over their finances — families, households, and self-employed individuals alike.
    Everything is managed through clear, intuitive screens that let you enter transactions, import bank statements, manage categories, and generate reports — all without ever touching formulas or Excel sheets.

    🔹 Key Features

    ✔ Easy-to-use main menu

    Always start from a clear dashboard. All functions organized in one place.

    ✔ Set up your master data

    – Users (yourself, partner, children, household members)
    – Bank accounts per user
    – Categories & main categories
    – Recognition rules for automatic categorization

    ✔ Enter & edit transactions

    All entry happens through pop-up screens.
    No direct Excel sheet interaction required.

    ✔ Bank CSV import (ING, Rabobank, ABN AMRO, Bunq, SNS)

    – Map your CSV columns
    – Automatic bank profile detection
    – Duplicate transaction check
    – Automatic categorization using recognition rules
    – Manual categorization for unknown transactions

    ✔ Automatic recognition rules

    The system learns your patterns.
    Future imports fill in categories automatically.

    ✔ View & edit your transaction history

    Filter by user, date, or bank account.

    ✔ Comprehensive reports

    – Daily report
    – Monthly report
    – Yearly overview
    – Category analysis
    – Main category analysis
    Including Excel export options.

    ✔ Designed for families

    Multiple users, multiple accounts, multiple currencies.

    ✔ Ideal for self-employed users

    Easily separate income and expenses.
    Export entries for your administration or accountant.

    🟣 What’s Included?

    ✔ The full Excel template (.XLTM)*
    ✔ Automatic numbering for transactions
    ✔ Complete navigation through user-friendly screens
    ✔ Built-in validation to prevent incorrect entries
    ✔ English-language user manual (PDF)
    ✔ Free updates within your version

    *Delivered as a macro-enabled Excel template.

    🟣 System Requirements

    This product works only with:

    • Microsoft Excel 2016, 2019, 2021 (Windows desktop)

    • Microsoft Office for Windows (installed locally on your PC)

    ❌ Not compatible with Office 365 Online, iPad, MacBook, Google Sheets, or Excel Web.
    ❌ Not compatible with MS Office 365 Basic/Business without a desktop installation.

    🟣 License

    ✔ 1 license = usage for one (1) household
    ✔ Commercial use (by bookkeeping/accounting firms) requires a separate professional license
    ✔ Not allowed: sharing, reselling, redistributing, or republishing the template

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