Desktop Personal Account Ledger Template For Access 2013
Personal finance is one of the most important and, unfortunately, most taken for granted aspect of life. And, just like you want to stay physically fit, you also need to keep financially fit. One of the very useful personal finance tools to help you with that is the Desktop Personal Account Ledger Template for Access 2013.
This Desktop Personal Account Ledger Template for Access 2013 is a database template designed specifically for your personal transactions. It allows you to track your income and expenses across household categories such as groceries, utilities, healthcare, insurance, taxes, donations, savings and more.
The Personal Account Ledger Template contains a convenient Navigation Pane where you can see your Account Transactions, Categories and Supporting Objects.
Under Account Transactions, you can see your Accounts Transactions List. Here, you can input your daily household and personal transactions. You can simply enter your Transaction Amount, choose a Category from the drop-down list, and you are basically good to go. This template makes it very convenient for you to keep track of your spending and ensures that you don’t spend over your budget, and even your income.
The Account Transactions Tab also gives you a Tax Report, which is very helpful for understanding how much tax payments you have accumulated over a period of time. Aside from this, you can also automatically generate reports for Expenses by Category and Income by Category.
Meanwhile, the Categories Tab lets you customize your own spending categories based on your own household’s needs and preferences. You can also view Expense by Category Chart, and Income by Category Chart, which helps you create a visual representation of your personal account over time. You can also use these charts for your personal finance presentations.
Over time, you will be able to determine how much you are spending over certain categories, and make informed decisions about how you handle your personal account. If you find yourself spending more on otherwise unnecessary things and find yourself lagging behind on your utilities or loan payments, for example, then you can easily make adjustments with your spending to be more “financially fit”.