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The training we have for this week that I have shared with you was about the Money Manager. If you have not seen it yet, you can view it right here on YouTube.

Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any  of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.

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Comments

Nick Weiss

Hi Randy! Great work on this. I think it would be good to have a spot to reconcile this to the bank statement to make sure there's no missing or duplicated transactions.

Jo

Would love to have someplace where I can put my monthly budget for categories so when I see the percentages, I can see if I'm over or under for my budget.

Excel For Freelancers

Hi Nick, thanks so much. I do have a checked column which is a True/False. I can make updates to this for 'Reconciled' which would make more sense. I will make some updates on this. Thanks again

Excel For Freelancers

Hi Jo, thanks so much. I will be adding budget details for sure. Thanks again for your continued support