Once we have configured the concepts of usual income and expenses, then you can always add new ones in case you need it, we start registering the actual daily income and expenses. In the budget configuration we will record the initial budgeted balance, the total budgeted monthly income and the budgeted monthly expenses by categories. Configure the budget of income and expenses to later compare it monthly with the actual data.Configure the concepts of expenses by categories (Up to 100 expenses concepts).Configure income concepts by categories (Up to 15 income concepts).Configure expenses categories (Up to 50 categories).Configure income categories (Up to 15 categories).In the Configuration section you have the following options: The first step in the Home Page is to enter the date of the first day of the year to update the dates of every month, then we register the Initial Balance that must correspond to the balance you have on the first day of the year.

This means that it is a template that you can use for a lifetime. The template is prepared just adding the first day of the year all dates are updated automatically, even if the year is leap-year. Thus, you wonder what happens when we change the year? Will the dates and days of the week change automatically? The answer is yes. The template is designed in a way that each month is managed independently, the data record tables are presented as a calendar. The objective of Home Budget M2 Excel Template is to keep a daily control of the income and expenses of the house, family or personal that we generate, starting from an initial balance, we control not only the final daily balance but also the monthly and annual balance.

Sample excel home budget spreadsheet