Excel Personal Finance Template Software - Version 7.0 This software offers a solution to users who want to make a personal income/expense chart. This software will save you time by suggesting many common financial categories such as rent, food, and federal taxes. Once you've selected categories, simply create the template with one click. Entries are organized in an easy-to-read format and are easily editable. Subtotals for data groups are automatically added in the Total at the bottom right of the template. This software will save you time by generating a template which is flexible to meet your needs. Make templates on a monthly basis to create historical data. Excel 2000 or higher required.