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Origins: The money manager emerged from the combination of my budget planner, monthly budget, and checkbook register templates.
As a preliminary caution, you should be comfortable using a spreadsheet and understand that spreadsheets are fairly error-prone. Download the Vertex42® Money Manager - a free Money Management Template for Excel that lets you track expenses and manage your budget! I will be the first to admit that the most complicated part of using the Vertex42® Money Manager is customizing the budget categories. What you need to watch out for: If you assign a transaction to a category that is not included in the Budget or Report worksheets, the expense won't show up in your reports and you'll think you have more money than you really do. I've tried very hard to include a comprehensive set of income and expense categories, so if customizing the categories is too scary, just try to use the default list. The second most difficult part of using the money management template is learning to enter transactions into the Transaction worksheet correctly and efficiently. After a while, you may find that entering transactions with the spreadsheet is faster than using Quicken because of how easy it is to copy and paste, using older transactions as "templates" for new transactions.
A very important part of good money management is keeping track of how your current spending compares to your budget. Use the Report worksheet to compare your budget to your actual spending throughout the month. Disclaimer: This spreadsheet and the information on this page is for illustrative and educational purposes only. The technique explained on this page is particularly useful for creating historical timelines and project timelines, as well as genealogical timelines that highlight events in a person's life.
If you want to start creating your own timelines right away, you can download the Excel timeline template.
Get this and other bonus project management spreadsheets free when you purchase the pro version of our Gantt Chart.
Begin creating timelines in Excel within minutes by downloading the Excel Timeline Template.
Historical Timelines - The primary purpose of this template is to help you create historical timelines, such as events in a person's life or perhaps the history of a company or organization. Project Timelines - The spreadsheet includes two project timeline worksheets, where events can show both duration and completion status. You will also be able to download a separate project timeline file in which the axis is date-based as explained in the section "Using a Date-Based Axis" below. Adding Images - The Benjamin Franklin example is included in the spreadsheet, with instructions explaining how to insert images into your timeline. The next step is to create a Scatter Chart with the Height values as the Y-axis (vertical axis) and the Axis values as the X-axis (horizontal axis). In the Select Data Source dialog box for Series1, click the Edit button, and in the "Series X values" field, choose cells $F$31:$F$40 and press OK.
You can now clean up the chart by going to the Layout tab and turning OFF the legend, gridlines, and vertical axis. We're going to create leader lines for the timeline by adding vertical error bars to the data series. In the Vertical Error Bars tab, select the Minus direction, the No Cap end style, and set the Percentage to 100% then press Close.
We want to turn off the horizontal error bars, so go to the Layout tab and select "Series 1 X Error Bars" from the drop-down list in the "Current Selection" group. Repeat the previous step until all of the data labels have been linked to the corresponding cell in the Labels column. Sometimes you may want to set the x-axis to display a specific year range, such as 1700 to 1900 with 50-year intervals between the axis labels.
You can add images and pictures to your timeline by selecting the chart and going to Insert > Picture. To format a data point marker as an image: After selecting a single data point, right-click on the data point and go to Format Data Point > Marker Options and select the image icon from the Marker Type drop-down box. In Excel 2013: After the Format Data Point bar opens on the right, click on the bucket icon, and then click on the word Marker. If you are creating a project timeline, you can show the duration of an event by using X-error bars. Select the chart and go to Format > Current Selection group and select "Series 1 X Error Bars" from the drop-down list then click on Format > Format Selection. In the Error Amount area, select Custom, click on Specify Value and then for the Positive Error Value choose the cells from your Duration column. Note: To add a Completion bar like we did in the above example, you would need to add another data series so that you can define another X-error bar. If you are want to create a timeline that uses date values after the year 1900, then you can add another "dummy" series and change the chart type for the dummy series to a Line Chart.
For additional reading: Bill Jelen does an excellent job of explaining the date-based axis vs. You can widen the timeline chart object if you have a very long timeline and want to print it across multiple pages.
If you've just entered the real world as a newly independent adult, or you've been spending more than you can afford, it's time to figure out a budget. If this is your first time trying to create a personal budget, you may want to read the article "How to Make a Budget." It explains how to use a spreadsheet like this to track your expenses, and then how to turn that information into a real budget.
The personal budget spreadsheet below is one of my original budget templates, but if you are looking for a more advanced application or a way to both create and manage your budget, take a look at the yearly Budget Calculator and the all-in-one Money Management Template. Like my family budget planner, this personal budget spreadsheet can be used to create a yearly budget. Family Budget Planner A yearly budget planner, with the same categories as the household budget spreadsheet. Home Budget Worksheet - This worksheet provides an alternate way of grouping the budget categories, but works very similar to the template(s) on this page.


The reason I use Excel when working with my home budget is that I have complete flexibility in how I keep track of the information.
Creating a simple personal budget (even if it is only on paper) is one of the first steps in gaining control of your spending habits.
I started out using Excel to do everything, but converted to Quicken after a friend showed me how easy it was to keep track of checks, credit card charges, etc. By the way, since you may be looking for a personal budget spreadsheet, you may want to consider reading a book on personal finance. Spend Less Than You Earn - It seems like a no-brainer, to spend less than you earn, but the reality is most people live outside their means. Do a "Spending Fast" - If you are having trouble creating a personal budget where your income is enough to support all of your expenses, consider a spending fast. Even Lazy People Can Budget - One of the reasons people avoid budgeting is because it seems like it takes a lot of effort and time. Disclaimer: The spreadsheet and the information on this page is for illustrative and educational purposes only. MindView is a project management software application with a focus on professional mind mapping for businesses. MindView is a secure web-based system that can be hosted by them, or it can be installed and hosted by the user. Built-in Gantt Chart - You can use the Gantt chart representation while taking advantage of the many project management features. Built-in Project Timeline - The project timeline view allows you to visually present your project plan to audiences not familiar with Gantt charts. Integration with Microsoft Applications - MindView allows you to convert your Mind Map work to Microsoft applications.
EdrawSoft announces today the release of Edraw Max V6, the new powerful diagram design software, which allows users to create professional-looking organizational charts, flowcharts, network diagrams, project management diagrams, scientific illustration and business charts. EdrawSoft announces today the release of Edraw Max V6, the new powerful diagram design software, which allows users to create professional-looking mind map, flowcharts, organizational charts, network diagrams, project management diagrams, scientific illustration and business charts. In a corporate environment, the folks over in human resources need to be able to create organizational charts, business presentations, and maybe some directional maps and office layouts to guide visitors through the facility. The Edraw Max developers never rest, and as a result, the diagram software has been continuously improved by software updates which have made the program faster than ever before, with new support for printing and exporting large documents.
Reach out to the author: contact and available social following information is listed in the top-right of all news releases.
It has long been my goal to create a simple, macro-free, money management spreadsheet that provides the same functionality as basic budgeting and money management software.
By that I mean that even if the spreadsheet is completely free of errors at FIRST, there is no guarantee that you won't accidentally introduce errors yourself. Include your Credit Card account(s), Checking account(s), Savings account(s), and even an account to represent your Cash, Purse, or Wallet. Use the reconcile (R) column in the table to enter cleared "c" and reconciled "R" transactions. I've added conditional formatting to help prevent these types of mistakes, but the spreadsheet is definitely not error-proof. For now, you can learn about creating a budget in almost any personal finance book, reading online blog articles on budgeting, etc.
If you have a good understanding of how to copy, insert, and delete rows, it should be piece of cake.
You might check your budget status on a weekly or even daily basis, but you should at least manage your money on a monthly basis.
You can change the month by simply entering the month number (1 for January, 2 for February, etc).
The first example shown below was created using the first version of my Excel Timeline Template back in 2005.
If you are more worried about your budget than your time, you can create your own timeline chart from scratch using the instructions in the "how to" section below. We've set up the data tables and Excel charts for you, so you enter the Dates and event descriptions and adjust the heights of the lines to get things to fit the way you want. You can change the colors and formats of the chart elements however you want, limited only by what Excel allows you to do. It is possible to add more, but that is not a simple procedure and would require following some of the instructions below.
You can use these instructions to create your own timeline in Excel from scratch, if you don't feel like downloading the template. We need to add the X-axis values, so go to the Design tab and click the Select Data button (or right-click on the chart and choose Select Data).
You may also want to go to the Line Color or Line Style tabs to make the leader line a dashed gray line. We are going to link the data labels, one at a time, to the corresponding cell in the Labels column.
The image below shows the project timeline example that is included in the timeline template. You may also want to format the line to change the color and increase the width of the line. To get started, you can use my free personal budget spreadsheet template in Excel to track your income and expenses using a common set of budget categories. By planning many months ahead, you can account for variable expenses and estimate how major life changes like moving, changing jobs, or purchasing a home may affect your financial future. It contains a new Help worksheet and is designed to work in the Excel Web App and Excel for iPad. For example, I like to use cell comments to explain certain budgeted items in more detail (such as the fact that in May, there is Mother's Day and a couple of birthdays to remember). If you use credit cards to make ends meet, or you have excessive loans and debts – you are living outside of your means.


You have the ability to export project timelines to HTML, as well as print them in a poster format. The XML export feature allows you to integrate MindView documents with other applications by implementing a transformation file. The abundance of different templates and the variety of drawing styles allows users to create charts and diagrams tailored to their specific presentational needs. But, in the same company, the business professionals and engineers also need software that lets them create flow charts, mind maps, UML diagrams, workflows, network topology diagrams, web design diagrams, electrical engineering diagrams, project management diagram, and database diagrams. Buy one graphics program that suits one group but forces the other to compromise and make do? Now the designer can import existing Visio XML files, as well as a variety of graphics formats, and the projects that created in Edraw Max can be exported in any graphics format, printed with full WYSIWYG support, or even shared with others as a svg, html, pdf or ms office file.
The version 6 added some new drawing types such as gantt chart, pert chart, scientific illustration, project timeline, bpmn diagram and electrical diagram, etc.
Formally established in April, 2004 with a small office that specializes in diagrammatic software development, graphic component development and web-based applications. A simple spreadsheet will never do everything that dedicated software can do, but the new Vertex42® Money Management Template comes amazingly close.
Essentially, you just need to make sure that the categories are exactly the same in all worksheets. It is very important that you always copy entire rows (instead of inserting blank rows) so that you preserve the formatting, data validation, and formulas that are both visible and contained in hidden columns. If you know how to define "Lists" or "Tables", go for it, but make sure you know what you are doing. But, with a little formatting and some images, you can make your timeline look much more interesting. You can choose either the day-based axis (the labels are dates) or the year-based axis (the labels are years). Also, the more events you want to show in a timeline, the more difficult it will be to avoid having labels overlap. Doing that can simplify the process of displaying the x-axis labels and editing the date range, but the events in the data table must be ordered by date.
So, instead of selecting the chart object and pressing Ctrl+p to print, select the range of cells surrounding the chart object and then print the selection ("Print Selection" is one of the options you can choose from the Print dialog in Excel). Use a personal budget to figure out how to spend less than you earn, and you'll take control of your financial situation.
It improves the efficiency and productivity of meetings and project planning, quickly turning ideas into action. It provides you with professional templates which are simple to use and customizable to your needs. If the designers are familiar with the Microsoft Office environment, they will pick up Edraw Max in no time flat. The IT experts can even link diagrams with underlying data to provide even more complete and accurate picture of the information.
Use the built-in Excel autofiltering to display transactions for a single account or all accounts. If you know how to use Autofiltering, you may find it convenient to use the filtering to display transactions for a single Account at a time when you are reconciling. I also have no plans in the future to add the ability to automatically import transactions from your bank or other financial institution. This page descibes a method that I developed to create timelines quickly in Excel using an XY scatter chart with events as the data labels. You can insert images into Excel charts as well as format a data point marker so that it displays an image. Also, people have reported that this technique doesn't always work in all versions of Excel. You can also import Microsoft files into MindView when you need an overview of your project. Edraw Max V6, an all-in-one diagram software, makes it the best choice to create charts, graphics, diagrams, and maps in various fields and type. Thanks to the user-friendly interface, presenting all kinds of information and data becomes downright simple: just drag the template from the toolbar and drop it onto the canvas. Continue reading below to learn how to create the timeline from scratch, or save time by downloading the timeline template.
Edraw Max is also indispensable for nearly everyone: students, scientists and business people. Many pre-drawn library objects guarantee that every presentation looks special and innovative. If you want that kind of functionality, you may want to use some other dedicated budget software. It provides a versatile, easy, quick and professional solution to let the designers enjoy their working. Using templates, shapes, and drawing tools, the designer will be able to intuitively build charts and diagrams that convey information more effectively than ever before.
With over 5000 included vector symbols and an extensive library of pre-drawn illustrations, the designers will never have to purchase another graphics program ever again! Using a drag-and-drop design technique, combined with automatic alignment and lot's choice of colors, fonts, and styles, building diagrams in Edraw Max is quick and easy.



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