Create and manage personal or business budgets with AI-powered Excel tools
Date,Item,Amount 2023-01-01,Rent,1200 2023-01-02,Groceries,150 2023-01-03,Gas,50
Category,Total,% Housing,1200,85% Food,150,11% Transport,50,4%
Automatically categorized expenses with percentage breakdown.
Create Template
Create a monthly budget template with categories for Housing, Food, Transport, and Entertainment.
Analyze Expenses
Analyze my expense list and group them by category to show total spending per month.
Forecast Savings
Based on my last 3 months of income and expenses, project my savings for the end of the year.
Use separate sheets for each account and a summary sheet with SUMIF formulas to consolidate totals.
Yes, export your bank statement as CSV and use our AI to categorize transactions automatically.
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