Money Manager Template


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 Easy to use financial spreadsheet to manage your home and business finances


 Money Manager Template Features

  • Manage up to 30 separate Bank and Credit Card Accounts
  • Only one worksheet to complete
  • Each entry takes just 3 clicks and 3 inputs
  • Monitor each balance
  • Reconcile to statements
  • Comprehensive analysis of spending
  • Separate between Business and Personal 
  • Totally flexible analysis
  • Work weekly, monthly or annually
  • Tracks your spending against Overdraft and Card Limits
  • Complete analysis available for each Bank and Card account
  • Easy to use and set up  
Money Manager Template Design
Money Manager software is designed using a single worksheet format to cover all your Bank and Credit Card transactions.
A sample worksheet (Example) gives a full and detailed worked example for you to review and make practice entries.
comprehensive user guide (with worked examples) and step by step instructions on getting started are included in the software.
Each worksheet caters for ALL your transactions; the software allocates one line to each entry.
This is what you do for each transaction:
  • Enter the transaction Date
  • Click and select for the transaction Account
  • Click and select the transaction Type
  • Enter a Reference
  • Click to Analyse the transaction
  • Enter the Amount
  • It’s that simple! – 3 Clicks and 3 Inputs



Comprehensive Analysis of your Data, you decide the Headings and the program performs the Analysis for you...
On the data worksheet you can use Excels Filtering tool to perform analysis of your data. You can view all transactions by Bank, Credit Card, Date, Transaction Type, Expense and by many, many more.
Set Up, Backups & Security
To Set Up your individual details and analysis requirements you just follow the Step by Step guide and fill in the relevant information in the set up worksheet. It should take no more than 10 minutes and then you’re ready to go.
We have not forgotten the importance of data security; the User Guide provides comprehensive details on how to take regular backups of both the software and your data.
To use this software you must have Microsoft Excel (Version 2003 or later)
If you are in any doubt about the suitability of the software for your business, or if you have any other questions, then please email us at 
We hope our software will be of interest to you and look forward to welcoming you as a new customer.
Additional information and small print
Mr. Spreadsheet is a registered trading name and division of Heron Accounting Services, Poole, Dorset. 
This software is protected by international copyright and is sold on a single-user license agreement for the use by the licensee or licensees business only. Unlawful copying and distribution will result in prosecution.
We make no warranty or representation, either express or implied, with respect to this software and documentation, their quality, performance, merchantability, or fitness for a particular purpose. This software is licensed ‘as is’, and you, the licensee, by making use thereof, are assuming the entire risk as to their quality and performance. In no circumstances will we be held liable for direct, indirect, special, incidental or consequential damages arising out of the use or inability to use the software or documentation.

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