ExcelGeek's Freedom Account Spreadsheet
| Creator/Developer: | ExcelGeek | |
| Date/Version: | April, 2008 (Version 5.0) | |
| System Requirements: | Windows (NT, 2000, ME, XP, Vista) or Mac OS X. | |
| Software Requirements: | Excel 2003 or later (Windows); Excel 2004 (Mac). | |
| Other Requirements: | VBA/Macros Enabled in Excel | |
| Price: | $9.88 [ See Below ] |
3. FAQs and Other Stuff
Version 3 of ExcelGeek's Freedom Account spreadsheet came with a batch of files that users had to install into Windows in order to make the Automated Deposit Calendar do its thing. With Versions 4 and 5, however, those files are gone!
Now everything you need is self-contained in the spreadsheet! All you need to do is to activate macros in Excel, and the spreadsheet will be fully operational.
- FA Overview (PDF File)
- FA Help Notes (PDF File)
No. OpenOffice does not have the ability to execute VBA (Visual Basic) or macros, which the Freedom Account Spreadsheet requires. Because of this, the FA spreadsheet requires Excel 2000 or later.
No, for the same reasons as above. The Freedom Account spreadsheet requires VBA code to execute, and Google Docs do not support this.
Yes, as long as you have Excel 2004 or earlier! Beginning with Version 5, the Freedom Account spreadsheet is fully compatible with Mac OS X and Excel 2004!
Absolutely!
Unfortunately, no. Excel 2007 for Mac no longer runs VBA code, which the Freedom Account requires to operate.
You can find step-by-step instructions on my Excel macros page.
Unfortunately, no. The spreadsheet contains VBA code and macros and is pretty complex. User customizations would run a high risk of disabling the worksheet altogether. If you have a question or comment about the spreadsheet, however, feel free to contact ExcelGeek via email.
Yes! Starting a new Freedom Account spreadsheet at the beginning of each year is a great practice! Here's how to do it:
- If your current FA spreadsheet isn't already named by year, you should do this; i.e., use a file name such as FA-2008.xls.
- Create a new workbook: Perform a "Save As" and rename the new file with the new year; i.e., FA-2009.xls.
- In your new FA-2009 workbook, click the Reset button. Select the "Start New Year" option. This will keep all your categories and budget amounts the same; your 2008 FA transaction details will be deleted; and your end-of-year 2008 balances will be saved as your opening balances for the new year (2009).
