Home Budget M2 Excel Template – Complete Personal and Family Finance Control

Track Your Income and Expenses Automatically, Month by Month

Would you like to have total control of your personal or household finances — day by day, month by month, and year by year?

The Home Budget M2 Excel Template is designed to help you manage your income, expenses, and savings with precision.

Starting from an initial balance, this template allows you to track:

• Daily balances

• Monthly totals

• Annual results

All in a single, dynamic Excel file — ready to use for life.

How the Home Budget M2 Excel Template Works

Each month is managed independently, and all records are shown in calendar format, making it intuitive and easy to follow.

Wondering what happens when you change the year?
✅ Just enter the first day of the new year, and all dates and weekdays update automatically — even for leap years.

This means you can use the same Excel file forever, without rebuilding it each year.

Step-by-Step Configuration

🏠 1. Home Page Setup

• Enter the date of the first day of the year to refresh all months automatically.

• Input your initial balance (the amount you have on January 1st).

⚙️ 2. Configuration Section

Fully customizable to match your financial structure:

• Up to 15 income categories

• Up to 50 expense categories

• Up to 15 income concepts

• Up to 100 expense concepts

• Define your budgeted income and expenses by category

• Set your initial and monthly budgeted balances to compare later with real data

Once you’ve configured your usual income and expense concepts, you can add new ones anytime — keeping your system flexible as your finances evolve.

Daily Data Entry Made Simple

In each monthly sheet, record your daily income and expenses directly in the calendar view.

The template automatically calculates:

• Daily totals

• Monthly results

• Final balances

You’ll always know exactly how your finances stand at any given moment.

Detailed Reports for Deeper Financial Insights

To give you complete visibility, the Home Budget M2 Excel Template includes several automated reports:

📊 1. Monthly Total Control

Compare actual income, expenses, and final balance against your budgeted amounts and analyze variances.

💡 2. Monthly Concept Control

View total income and expenses by specific concept (e.g., salary, rent, groceries, entertainment).

🧾 3. Monthly Category and Concept Control

Drill down into categories and subcategories for a detailed financial breakdown.

📅 4. Monthly Category Control

Summarize income and expenses by category, identifying key spending areas.

Automatic Year-End Backup and Reset

At the end of each year, simply click a button to:

• 💾 Generate a backup copy (including the year in the filename)

• 🧹 Automatically clear all income and expense data
  This way, you can start fresh for the new year while keeping your previous data safely stored.

 

Why Choose the Home Budget M2 Excel Template?

✅ Designed for daily, monthly, and annual control
✅ Fully automated date management (including leap years)
✅ Lifetime reusable template — no need to rebuild each year
✅ Detailed budget comparison and variance analysis
✅ Easy to customize with your own categories and concepts
✅ Perfect for personal, family, or household finance management

Whether you’re trying to save money, balance your spending, or analyze your financial habits, this template gives you everything you need to manage your money like a pro.

Download the Home Budget M2 Excel Template for Free

Take control of your finances today.
Download the Home Budget M2 Excel Template, start recording your daily transactions, and see how easy it is to maintain balance and peace of mind.

 

 

 

 

 

 

 

 

 

 

 

Home Budget M2 Excel Template

Download Home Budget M2

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ERP ODOO Functional Consultant and Controller (Management Control & Controlling)

Dani Granero

More INFO and contact