Head of Household Financial Journal
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The whole family’s money, on one page everyone understands.
An Excel workbook for the head of the household: track money by the week, the month and the year, and print a one-page report written in plain sentences.
What it shows you
- A weekly report: what came in, what went out, what was saved, and how this week compares with last week
- The biggest expense of the week and how much of the monthly budget is used
- Every category across all 52 weeks, one printed page per quarter
- Month by month, budget against actual
- A debt plan: every card and loan, payoff dates, and what a consolidation loan would save
- A one-page personal financial statement: what you own, what you owe, and your net worth
How it works
- Name your categories and set a monthly budget for each.
- Type one line for each paycheck, bill or purchase.
- Every report fills in by itself and prints neatly on letter paper.
See what you get
Here is how some of the tabs look with the example numbers that come in the file. In your copy the totals fill in on their own as you add entries.
Weekly Report
We brought in $2,100, spent $873, set aside $100, and finished the week $1,127 ahead.
Biggest expense: Car Payment at $350.
This month so far we have spent $3,393 of our $4,850 monthly budget (70%).
One page in plain sentences that everyone understands.
By Category
Every category, budget against actual.
Financial Statement
A one-page statement you can print and sign.
Details
- Format: Microsoft Excel (.xlsx), Windows and Mac (Excel 2010 or newer).
- Instant download after purchase.
- For record-keeping only; not financial advice.
Price: $24.99
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Questions? Email info@illisopes.com.
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