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Computerized Investing > December 1, 2012

Vertex42 Money Manager

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by CI Staff

The Vertex42 Money Manager is an Excel spreadsheet that helps to manage personal financial planning. This free template provides pre-configured formulas to record, budget and plan your finances all in one organized format. The Money Manager encompasses all aspects of your spending, income, savings and more in an easy-to-use spreadsheet that can assist newcomers and frequent Excel users alike in tracking expenses and planning for the future.

The Money Manager helps you organize your financial situation using different worksheets within the file: Budget, Transactions, Categories and Report. This allows you to set a yearly budget and track your expenses by specific sub-categories, such as money going into a college fund, investments or charitable donations.

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