Ledger1 For Home / Students - Excel Based Money Management, Budgeting, Accounting & Retirement Planning Spreadsheet [Download]

Ledger1 is a fully automated Excel spreadsheet designed to assist individuals, families and students with money management, budgeting, bookkeeping and tax accounting, and retirement planning. Easy to use and fully customizable, Ledger1 combines the power and flexibility of Excel with the convenience and automation of an accounting application. Students can take control of their finances and learn Excel at the same time. One Ledger1 license covers everyone in the household, on unlimited devices. Businesses should use Ledger1 For Small Business (also available on Amazon) which includes additional features such as time accounting, sales and inventory tracking.
Here are some of the features of Ledger1:

Handles any type of asset, from checking accounts to real estate, securities and collectibles.

Creating and entering transactions is made fast and easy via the use of an input box that auto-fills and auto-completes key information such as payee names and transaction categories.

If you have too many transactions to enter manually, you could instead import them directly from your bank or other data files using the built-in import utility. Any file format is accepted (.txt, .csv etc).

Multiple users can use one Ledger1 file; no need to have multiple files. Each user can have their own set of accounts, create their own budget, etc. This is helpful for married couples who file their taxes jointly.

Categories are completely customizable. Sub-categories are also supported.

Transactions can be split to multiple categories.

Easily export your tax data to your tax preparation software via “Tax Exchange Format” file.

Budgeting page tracks due dates and gives alerts when bills are coming due.

Set monthly spending limits by category; Ledger1 will graph your results and monitor your progress.

Retirement planning page models and projects cash flows up to 70 years and summarizes the results graphically. Combined with Excels ”What-if” analyzer creates a powerful tool for monitoring goals using multiple inputs such as growth rates, inflation rates, replacement income rates and more.

Intuitive, eye pleasing design that is easily customized or added to.

Navigation between pages in the workbook is made easy by using macro buttons that instantly take you to the page you want.

A fully customizable slide show with quotes allows you to import your own photos and quotes to create your own random slide shows with family photos, scenic photos, or nature photos to create an inspiring or motivational slideshow whenever you use Ledger1.

Foreign currency capabilities for those who use foreign accounts or transact in foreign currencies (maximum of 10 currencies).

“Custom Fields” allow you to track any kind of data you want, and easily filter the data.

Can be used in combination with other budget or accounting applications. Data can easily be filtered and exported to other applications such as QuickBooks.

Stock and other securities purchased in shares can be tracked. Share prices can be updated with the click of a button (provided by IEX Trading, on a 20-minute delay basis).

The instructions page is written in language non-Excel users can easily follow, with examples and links to over 25 free tutorials.

Full support is always a click away, with links directly in the spreadsheet, and online forums covering Excel, taxation and accounting, financial planning, small business and more.

Fully illustrated tutorials are available for every function in Ledger1. Just click on the links intuitively placed throughout the spreadsheet. New tutorials are added frequently.

Macros allow you to quickly copy, edit or delete transactions. With the click of a button, you can delete, copy or edit transactions without the worry of accidently deleting or harming data.

A custom data filter is included, which allows you to easily drill down to the transaction data you need and then export it to an email or data file with the click of a button.

If you are already using or considering using an Excel spreadsheet for your budgeting, bookkeeping or general money management, save yourself significant time and effort by using Ledger1. Instead of starting from scratch, allow Ledger1 to handle all the basic tasks for you. This will allow you more time to focus on having Excel do more important tasks such as creating reports specifically designed to your requirements or data analysis to fit your exact needs.