When teaching personal finance principles, a good place to start with younger kids is the Money Manager for Kids worksheet. You can then choose to save it directly to your iPhone or to your OneDrive account if you have that set up. There may also be a "Copy to Excel" icon that will open the spreadsheet in Excel. Using the Safari App on your iPhone, when you download the file to your phone and see it open the spreadsheet in a new window, tap on the spreadsheet until you see a "More." link or "Open in Excel" link near the top of the screen. Or, you can use your phone's browser to download directly to your phone. You could download to your PC and upload it to your Microsoft OneDrive account and access it that way. It can be a little tricky to download the file to your phone.
If you only want to use the spreadsheet like a checkbook or account register, you can still download the original version 1.0 below. The Balances at the top represent the current Balance for each column. If you withdraw cash from your checking account, you can allocate the cash to different columns (make sure the sum in the Amount column represents the total withdrawn). For example, if you spend money on food, enter the amount in the Food column.
When you spend or receive money, enter the amount in the related column or split it between columns. You can edit the labels for the allocation columns. This provides a great way to transition from just tracking your money to budgeting and planning. Think of the allocation columns as representing either real envelopes of cash or virtual envelopes within your checking account.
Version 2.0 ( published ) is a significant update that provides a way to allocate your cash, checking, and savings to separate spending categories or savings funds.
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