Vertex42 Money Manager

Vertex42 Money Manager

Download Editors' Rating:
4.5
Outstanding
Average User Rating:
3.2
out of 6 votes

Quick Specs

  • Version:
    1.1.1
  • Total Downloads:
    95,341
  • Date Added:
    November 15, 2010
  • File Size:
    78.11KB
  • Downloads Last Week:
    20
  • Operating Systems:
    Windows XP/2003/Vista/7

Editors' Review

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Vertex42 Money Manager is a free Excel spreadsheet template configured as a personal financial tool. However, unlike most free Excel templates, it's more than a single page of preconfigured cells and formulas. In fact, it's a full-featured financial planning, recording, and reporting tool that can help you keep track of everything from gifts to retirement savings. To use it, you must have Microsoft Excel 2003 or better.

We unzipped Vertex42 Money Manager's download and clicked it. Excel opened in protected mode with the template displaying the first sheet, the Help page, which serves as both the introduction and setup instructions as well. We clicked Enable Editing to allow us to enter our own data in Money Manager's cells. The intro recommended frequent data backups and noted that Excel files can become corrupted. The setup process consisted of five steps: Customize Categories (Or Don't); Define Your List of Accounts; Define Your Yearly Budget; Record Transactions; and Track Your Progress. In addition to the Help sheet, worksheets labeled Transactions, Reports, and Categories covered a wide range of financial issues. For example, the Charity and Gifts Categories listed six choices: Tithing, Charitable Donations, Religious Donations, Gifts, Christmas, and Charity. In fact, Money Manager behaves like any preconfigured Excel template. We entered data in empty cells and left grayed-out cells alone, unless we were customizing the template. Tiny red triangles opened small but useful tip boxes that explained things quite well, such as Starting Balance and Projected End Balance fields in the Yearly Budget Planner.

Vertex42 Money Manager packs a lot of useful tools in one free package that will be familiar to frequent Excel users and easy for newcomers to pick up, thanks to extensive documentation and assistance. Since it's an Excel template, it's easy to customize and personalize, too.

 
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Publisher's Description

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User Reviews
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Results 1–6 of 6

2 stars

"Great Idea-Poor Delivery--Wont let you change cells-"

July 01, 2013  |  By bassburn

 |  Version: Vertex42 Money Manager 1.1.1

Pros

-different ways to analyze interest charges
-excel based

Cons

-3 separate spreadsheets all appear the same
-doesn't calculate payments based on simple interest, ie if you were attempting to analyze paying off and balance transferring specific cards

Summary

waste of time , a few tweaks and it would be decent

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1 stars

"Excel spreadsheet is all I received."

September 21, 2011  |  By Ktzman89

 |  Version: Vertex42 Money Manager 1.1.1

Pros

Nothing good to say.

Cons

Joke Joke Joke

Summary

Not worth the time or effort.

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5 stars

"Easy, Flexible, Just what I needed"

September 12, 2011  |  By cnetmilo

 |  Version: Vertex42 Money Manager 1.1.1

Pros

Straightforward spreadsheet interface. Usable with no changes, but also able to customize if desired

Cons

Installed Incredimail without my knowledge. I hate that.

Summary

This was just what I was looking for. I've used spreadsheets for years to track my budget but kept wanted to move to something else that would do tracking/reporting for me. But, the way I like to keep track of certain things wasn't supported in any budget software I could find. This spreadsheet allows me to track what I want AND get reports and graphs. Plus, I like not being locked in to a programmer's idea of a "transaction entry" dialog box and being able to generate any kind of reports or graphs that I want.

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5 stars

"Useful and effective"

June 03, 2011  |  By techguy92

 |  Version: Vertex42 Money Manager 1.1.1

Pros

No program is required for this, just the ms office excel.
Easy if you know the basic knowledge of the power in excel.
Have their own help and tip sheet in the beginning.
I am a college student and it works really well with it.

Cons

Might have a confusion in the beginning but it will be easy if you play with it more.

Summary

It is useful and effective.

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1 stars

"Lousy Lousy"

January 21, 2011  |  By albinobison

 |  Version: Vertex42 Money Manager 1.1.1

Pros

Nonel-useless

Cons

Not very useful

Summary

Don't bother

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5 stars

"Great and useful"

January 01, 2011  |  By debianmr

 |  Version: Vertex42 Money Manager 1.1.1

Pros

I customized it for my own purposes.

Cons

no cons - you can also customize it if you find a missing part

Summary

If you want to keep track of your budget, this software is suggested.

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Results 1–6 of 6

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Full Specifications

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General
Publisher Vertex42
Publisher web site http://www.vertex42.com
Release Date September 24, 2010
Date Added November 15, 2010
Version 1.1.1
Category
Category Productivity Software
Subcategory Personal Finance Software
Operating Systems
Operating Systems Windows 2003, Windows Vista, Windows 7, Windows, Windows XP
Additional Requirements Microsoft Excel 2003/2007/2010
Download Information
File Size 78.11KB
File Name money-manager.zip
Popularity
Total Downloads 95,341
Downloads Last Week 20
Pricing
License Model Free
Limitations Not available
Price Free
 
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