Vertex42 Money Manager - Free download and software reviews - CNET Download.com

Vertex42 Money Manager

CNET 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

More Products to Consider

  • WinCalendar
    Create printable calendars with saved activities in Microsoft W...
    Download

    Installed

    Smart Install
  • Simple Sticky Notes
    Take notes and stick them to your desktop.
    Download

    Installed

    Smart Install
  • Microsoft Office Ou...
    Manage your email, time and calendar.

    This download is served from an external site

    close

    NOTICE: This link will open a connection to a third-party site. CNET cannot ensure the security of software that is hosted on external sites.

    Continue to download

    Sponsored Products

    Visit Site
  • Post-it Digital Not...
    Create Post-it notes, bookmark Web sites, send/receive notes, s...
    Download

    Installed

    Smart Install
  • PdfMerge
    Split and merge PDF documents.
    Download

    Installed

    Smart Install
  • Desktop iCalendar L...
    Create and manage various events and to-do list on your desktop...
    Download

    Installed

    Smart Install
  • Efficient Calendar ...
    Schedule, plan, and remind yourself of important events.
    Download

    Installed

    Smart Install
  • What's Up
    Organize your life, manage contacts, create to do list, and be ...
    Download

    Installed

    Smart Install
  • Amortization Schedu...
    Create amortization schedule in Excel for fixed-rate loan.
    Download

    Installed

    Smart Install
  • Edraw Mind Map
    Build, save, share, and print arbitrary mind maps.
    Download

    Installed

    Smart Install
  • Efficient Reminder ...
    Catch up with your daily events and meeting schedules.
    Download

    Installed

    Smart Install
  • Debt Reduction Calc...
    Eliminate your credit card debt and consumer loans using popula...
    Download

    Installed

    Smart Install
  • Wondershare MobileT...
    Transfer content between Android, iPhone, and Symbian phones.
    Download

    Installed

    Smart Install
  • Sticky Notes
    Create and organize sticky notes and reminders on your desktop.
    Download

    Installed

    Smart Install
  • iDailyDiary Free
    Incorporate images and formatted text into your daily diary.
    Download

    Installed

    Smart Install
  • Cell Phone Manager
    Manage your mobile phone through a PC.
    Download

    Installed

    Smart Install
  • Accounts and Budget
    Manage your finances quickly and easily, plan your budget.
    Download

    Installed

    Smart Install
  • Grocery Pricebook /...
    Determine the best price and time to buy groceries.
    Download

    Installed

    Smart Install
  • XLSConverterX
    Add an Excel conversion and manipulation capability to applicat...
    Download

    Installed

    Smart Install
  • Microsoft Office Ex...
    Create spreadsheets, analyze and share information.

    This download is served from an external site

    close

    NOTICE: This link will open a connection to a third-party site. CNET cannot ensure the security of software that is hosted on external sites.

    Continue to download

    Sponsored Products

    Visit Site
  • Trim Spaces for Mic...
    Remove leading and trailing spaces in selected Excel cells.
    Download

    Installed

    Smart Install
  • Bank Easy
    Manage your personal financial information.
    Download

    Installed

    Smart Install
  • Finance Explorer Po...
    Manage your personal finance and budget.
    Download

    Installed

    Smart Install
  • Excel Tool VBA Pass...
    Recover lost and forgotten passwords from password protected VB...
    Download

    Installed

    Smart Install
All User Reviews
  • All versions:

    3.2 stars

    out of 6 votes

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

    3.2 stars

    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

  • 2.0 stars

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

    July 1, 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

    Reply to this review

    Was this review helpful? (1) (0)

  • 1.0 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.

    Reply to this review

    Was this review helpful? (0) (1)

  • 5.0 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.

    Reply to this review

    Was this review helpful? (0) (0)

  • 5.0 stars

    "Useful and effective"

    June 3, 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.

    Reply to this review

    Was this review helpful? (1) (0)

  • 1.0 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

    Reply to this review

    Was this review helpful? (0) (2)

  • 5.0 stars

    "Great and useful"

    January 1, 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.

    Reply to this review

    Was this review helpful? (0) (0)

Add Your Review

Log in or create an account to post a review.
You are logged in as . Please submit your review for Vertex42 Money Manager 1.1.1
Add Your Review

The posting of advertisements, profanity, or personal attacks is prohibited.
Click here to review our site terms of use.

Submit your reply

Submit

The posting of advertisements, profanity, or personal attacks is prohibited.
Click here to review our site terms of use.

cancel

E-mail this review

Submit cancel

Report offensive content

If you believe this comment is offensive or violates the CNET's Site Terms of Use, you can report it below (this will not automatically remove the comment). Once reported, our staff will be notified and the comment will be reviewed.

Select type of offense:

Offensive: Sexually explicit or offensive language
Spam: Advertisements or commercial links
Disruptive posting: Flaming or offending other users
Illegal activities: Promote cracked software, or other illegal content
Submit cancel

Error

close

ERROR MESSAGE

If you think this is an error, please contact CNET TechTracker Support for further assistance.

Ok

Running Request

close

loading

Smart Install Software

close

CNET TechTracker will now automatically install software without requiring further action by you. (Note: This feature automatically accepts associated EULAs and third party applications on your behalf.)

You have selected the following software to Smart Install:

CNET TechTracker will attempt to install this software without interrupting you again. If an application requires manual installation, CNET TechTracker will download the installer and prompt you to take further action.

Proceed with Smart Install?

Confirm Standard Install Cancel

Submit a problem report for Vertex42 Money Manager

close

Please describe the problem you have with this software. This information will be sent to our editors for review.

Problem:

The CNET Installer isn't working as expected

The download link does not work

The software has a newer version

The software contains malware

Other

Description:

Please select a feedback type.

Please enter a description.

Submit Problem Report

Problem Report submitted

close

Thank you for submitting a problem report! The Download team is committed to providing you with accurate software information.

OK

Installed

Smart Install

About CNET Installer

The CNET Download.com Installer is a tiny ad-supported stub installer or "download manager" that helps securely deliver your downloads from Download.com's servers. We also include offers for carefully screened software that complies with Download.com Software Policies as part of our Installer process. Learn more

Vertex42 Money Manager