Color-coded financial worksheet with account tracking logs. This template includes sheets for tracking individual accounts, in addition to an overview of bank accounts, credit cards, and loans, with assets and debts calculated automatically.
Simple financial records keeper with sheets for: one bank with checking and savings, two credit cards, cash, medical expenses, loans: 1 mortgage and 2 others, and a monthly bill pay feature. It has a tax categories table that collects income tax info from the above mentioned accounts.
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- Apple Numbers Template, Budget Templates [Mac Numbers]
- Version 1.0
- File Size 0.00 KB
- Download 21821
I am trying to simplify my finance record keeping. I have been using Quicken for many years, but each new version is less to my liking. This template for numbers might be just what I need. Is there a way to add more accounts. I have half a dozen credit cards, two cash accounts, and two saving accounts.
The easiest way to find out is… to download and take a look 🙂
Michael…Thank you for your interest. Since reading your comment I have designed a newer version with your requests in mind. It was posted today, Aug. 5, 2018. Check it out. I hope it is what you are looking for.
mswint
The new version Mitchell mentioned is here https://iworkcommunity.com/content/financial-records-mac-numbers-template/
Cannot download. Is it compatible with iPad??
have not tried downloading from iPad. double-checked from the desktop: it downloads and opens fine.
Jarad…This was put on here several years, maybe pre-iPad. There is a newer version I submitted 8-5-2018 created with Numbers 5.1. It may work with iPad. As I don’t have an iPad I can’t test run it.
mswint
Does it work on iPad? Did you test? Thanks
Mitchell, I have been using this templated for 3 years now and find it very useful. However, there are some additional features in that I want use (like the summarization of categories). However, they don’t work, most likely because I’ve made several modifications over the years. I don’t have the original copy, so I downloaded it again. However, Numbers now crashes when you try to load it. The one posted on here is the original and you mentioned an updated version. Where might one find that? Thanks in advance.
Just downloaded version 1 but crashes