How to win the war on spending, visually!

Recently I have been scolded for writing too much about technology and theory (i.e. stuff that only interests me). The main Scolder was Ms. Hadar Kadar, our director of customer relations. She pointed out that every once in a while we should post something that is actually useful to our customers (and was right as she usually is).

And so with this post, we are starting a new tradition. Every week, Hadar will prepare and post a new Excel Video Tutorial. This week’s tutorial is about controlling expenses. We would love to get your feedback on this. This template was prepared for Excel 2007.

Enjoy!

You can download the template here

Posted on December 28, 2006 by Yoav Ezer 
Filed Under Cogniview, Excel, Excel Template, Video Tutorials

Comments

6 Responses to “How to win the war on spending, visually!”

  1. tresde on August 6th, 2007 12:20 am

    Hi,

    I downloaded your template and he works great except for one thing.
    When I edit the conditional format rule in sheet “Actual Budget” just to see (without making any modifications) i get an error saying “You cannot use references to other worksheets or workbooks for conditional formating criteria”.
    Why this happen ? can you help me?
    I was thinking that in excel 2007 that kind of reference will be possible…

  2. Dean on November 8th, 2007 4:32 pm

    The only downside I can see to this is that I don’t have Excel 2007 (if I could afford it I wouldn’t need to budget).

    Is there a version or anything similar for Excel 2003 that anybody knows about?

    Thanks

  3. Yoav Ezer on November 8th, 2007 4:45 pm

    Sorry Dean,

    We don’t have a version for 2003.

    Try

    http://office.microsoft.com/en-us/templates/CT101172321033.aspx?av=ZXL

    There are a bunch of budget templates there

  4. scott Dickson on August 5th, 2008 7:58 pm

    this template does not work with excel for Mac 2008 – is there any possibility there may be a mac version available

  5. Mel Jesso on January 11th, 2010 5:20 am

    Hello
    I looked at the spreadsheet and would like to download it.How can i download it to microsoft offie xl 2003.

    Thanks
    Mel

  6. Sha on July 19th, 2010 4:35 pm

    Hello, I can not open the file with excel 2010 it says the file is corrupted! I am very interested to have a look at the template…

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