Tags are a great way to group transactions and expenses so that you can run custom pivot table reports to help you better understand your cash inflows (income) and outflows (spending) With the custom Pivot Table reports, you can then create your own income / expense reports based on the information you added in the new Tag register column such as a report that totals all tax deductible expenses for a given time period.

New: Each account register has an extra column titled Tag where you can add additional information related to your transactions such as tagging a transaction as tax deductible, personal vs business, fixed expense or variable expense, or needs vs wants.The Single Category Actual vs Budgeted Monthly Chart is column chart. The Cumulative Chart running totals start at the beginning of the selected time period and is an Excel line chart. The Monthly Income vs Expense vs Net Amount Charts include both an Excel line chart and an Excel stacked column chart that gives you multiple visual ways to look at your personal finances. The Table Report includes grand totals for the selected period and green / red up down icon arrows and green / red currency amounts to highlight positive or negative net amounts. You can select the time periods of This Year, Last Year, & Last 12 months for the dashboard charts and table. Single Category Actual vs Budget Monthly Chart.Cumulative Income vs Expense vs Net Amount Chart.Monthly Income vs Expense vs Net Amount Charts.Monthly Income vs Expense vs Net Amount Table.New: In addition to the Accounts Summary, there is a new separate Chart Dashboard on a single worksheet with key information and charts automatically generated to help you manage your finances.

New features in Georges Budget for Excel v16: Track your net worth growth in your bank accounts, investment accounts, home values and track your debt in your mortgage and credit card accounts. The Excel income and expense reports help you make decisions on if you need to make more money and where you are overspending and where to cut expenses to help offset rising prices due to inflation. Awesome charts and reports to visually see where you are making your money and where you are spending your money. Simple wealth dashboard spreadsheet to manage your personal money and your wealth building goals.

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