Track your spending by category – enter your actual expenses as you go, using color-coded expense tabs that you can customize or re-name to fit your needs
Your purchase includes not only a detailed instruction guide in PDF form, but also a step-by-step video tutorial to guide you through how to enter, use, and interpret the data on your spreadsheet. Not familiar with bookkeeping or with how to use a spreadsheet? No fear. There’s also a tab where you can break down your monthly budget goals for income and spending, and compare your actual results to your budget with colorful visual bar charts. There are separate tabs to help you categorize expenses, along with a main tab that totals all your income and expenses by category. This tool compiles your total income and expenses each month to calculate your net profit or loss. This spreadsheet was created by a CPA to help you simplify your personal monthly bookkeeping process. The Home Base CFO Spreadsheet does the heavy-lifting for you, so you have the data you need to make smart decisions for yourself or your family, and stress less about the money stuff. This spreadsheet is super user-friendly, has all the built-in formulas you need to use it (no math required) and comes with step-by-step video and PDF instructions.
If you’ve been putting off tracking your personal spending or setting a budget because you a) don’t have time to learn complicated new software and/or b) don’t want to deal with the pile of receipts/paperwork/potential trash sitting on your desk, the Home Base CFO spreadsheet is here to help you get simplified and get on top of your financial to do’s. Ready to be boss? Get your family expenses 100% under control, check charts at a glance to see how you’re doing compared to your budget, and meet your goals faster with the Home Base CFO spreadsheet.
The Home Base CFO spreadsheet is your one-stop shop for setting monthly budgets and tracking your spending. This spreadsheet is an organized lady’s color-coded dream for finances and budgeting (even works for us aspiring organized ladies too!). I created the Home Base CFO Spreadsheet with the same colorful simplicity and ease of use of our other spreadsheets that you're in love with. Over the past few years I've gotten tons of emails asking – is there a version of this spreadsheet but for my personal stuff?! I’m finally able to say YES with the debut of the Home Base CFO Spreadsheet.
Hooray! There’s finally a Paper + Spark spreadsheet for your personal life!