If you want to use a free spreadsheet with the ability to enter transactions in account registers like you do in Quicken, you can try the Money Management Template. Quicken was my personal tool of choice when it comes to personal money management (before they switched to a subscription fee).
It's mainly for people who don't already use Quicken (you can generate a report like this from Quicken very easily via the Reports menu).Īlthough there are some really cool things that can be done with Excel to make this worksheet more useful, I have intentionally kept this template simple.
It includes a fairly comprehensive set of expense categories and was designed to be easy to understand and simple to customize. This worksheet was created to be used as an educational resource for personal finance classes.
