Vertex42 Money Manager

Vertex42 Money Manager


Editors' Rating:
4.5
Outstanding
Average User Rating:
3.2
out of 6 votes
See all user reviews

Quick Specs

Version:
1.1.1
File Size:
78.11KB
Date Added:
November 15, 2010
Price:
Free
Operating Systems:
Windows XP/2003/Vista/7
Total Downloads:
95,225
Downloads Last Week:
14
Product ranking:
Additional Requirements:
Microsoft Excel 2003/2007/2010

Editors' review

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.

Publisher's Description

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All User Reviews
  • All Versions:

    3.2

    out of 6 votes

    • 5 star: 3
    • 4 star: 0
    • 3 star: 0
    • 2 star: 1
    • 1 star: 2
  • Current Version:

    3.2

    out of 6 votes

    • 5 star: 3
    • 4 star: 0
    • 3 star: 0
    • 2 star: 1
    • 1 star: 2
  • My rating:

    0 stars

    Write review

    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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    Was this review helpful? (0) (1)

  • 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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