Manage your entire household budget with one powerful, user-friendly Excel template.
All data entry is done through clear screens. No formulas, no tabs to search through, no hassle.
Import all your bank transactions with a single click.
The template automatically recognizes your bank, automatically fills in categories where possible, and prevents duplicate entries. This saves you hours of manual entry—and keeps your records always up-to-date.
Family budget & Manager - NL
Additional product information
The Family Budget tool (VBA-template)is a complete solution for anyone who wants to get a handle on their finances—families, households, and the self-employed.
Everything works through clear screens that allow you to enter transactions, import bank statements, manage categories and create reports, without having to touch formulas or tables yourself.
🔹 Key features
✔ User-friendly main menu
Always start from a clear dashboard. All functions are clearly✔ Set up master data
– Users (partner, children, yourself)– Bank accounts per user
– Categories & Main categories
– Recognition rules for automatic categorization
✔ Transacties invoeren & bewerken
All entries are processed via pop-up screens.No Excel sheets required.
✔ Bank-CSV import (ING, Rabobank, ABN AMRO, Bunq, SNS)
– Linking CSV columns– Automatic bank profile recognition
– Double-check transactions
– Automatic categorization based on recognition rules
– Manual categorization of unknown rules
✔ Automatic recognition rules
The system learns your patterns.Categories are automatically populated for subsequent imports.
✔ View & edit history
Filter by user, date, or account.✔ Extensive reports
– Daily report
– Monthly report
– Annual overview
– Analysis by category
– Analysis by main category
Includes export to Excel.
✔ Suitable for families
Multiple users, multiple accounts, multiple currencies.
✔ Suitable for self-employed individuals
Easily separate income and expenses.
Export available for administration or accountant.
🟣 What's included?
✔ The complete Excel template (.XLT M)*
✔ Automatic number series for transactions
✔ Full screen navigation
✔ Built-in protection against incorrect entries
✔ Dutch user manual (PDF)
✔ Free updates within your version
*Delivered as a macro-enabled template.
🟣 System Requirements
This product only works with:
- Microsoft Excel 2016, 2019, 2021 (Windows desktop)
- Microsoft Office for Windows (license installed on PC)
❌ Not suitable for Office 365 Online, iPad, MacBook, Google Sheets, or Excel Web versions.
❌ Not suitable for MS Office 365 Basic/Business without a desktop installation.
🟣 License
✔ 1 license = use in one (1) household/family
✔ Commercial use (by administrative offices) requires a separate business license
✔ Sharing, reselling, and republishing are not permitted