KAKEIBO PRO and KAKEIBO LiGHT are Excel-based home budgeting tools with the theme of “easy-to-use household account bookkeeping.” The most unique feature of this tool is that “you can customize the household account book to your liking!”
The items required in a household account book vary from person to person, and choosing the items that suit your lifestyle makes it easier to use. This tool allows you to set up income and expense items to suit your lifestyle. You can add columns to the tracking data sheets, allowing you to create a household account book to suit your specific needs.
Furthermore, it allows you to change the main and sub colors of the tool. You can change the colors to your preference, change the colors for each season, and so on. Choose a color theme that makes it fun to manage your household finances, and makes your daily finances easier to read and colorful!
This guide shows you what you can do with the Excel home budgeting tools KAKEIBO PRO and KAKEIBO LiGHT.
Language: English Japanese
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1. Product Introduction
This tool allows you to easily manage your household finances with data input and clicking buttons, even if you have no Excel skills. Here are the features of KAKEIBO PRO and KAKEIBO LiGHT.
1-1. DASHBOARD
You can view your income, expenses, and balances in monthly and yearly tables and charts. Since it displays all the information on one screen, you can understand your household finances at a glance. Detail
Here are the points of what you can check on this dashboard.
Income vs. Expenses: Check to see if you are spending more than you earn.
Budget vs. Actual Expenses: Check to see if you aren’t going over budget.
Summary: Check the total of income, expenditures, and balances for the specified year and month.
Trend Tracking: It highlights the aggregate values for the specified month. See how it is going compared to other months.
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Income vs. Expenses: Check to see if you are spending more than you earn.
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1-2. TRACKING
The tool has four sheets for entering detailed income and expenditure data: Income, Expenses, Special, and Unaccounted. You can easily enter daily income and expenditure data by entering text and clicking buttons. Detail
What you can do on this sheets:
You can add, delete, and sort data by clicking buttons.
It shortens data entry time by using Excel shortcut keys.
You can efficiently input data by using the data posting function for regular expenses.
It allows you to add columns to create your own original items.
You can extract specific data by using the filter function.
It supports for foreign currency entry.
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Income: Enter detailed income data.
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1-3. TOTAL
The tool provides advanced aggregation functions, allowing you to view monthly, annual, and 10-year tabulated data at a glance. With the trend analysis function, you can view aggregated values in tables and charts, allowing you to analyze your household finances from various perspectives.
Budget Management
The tool aggregates the daily details by item, allowing you to easily view monthly income and expenses. You can also specify a year and month, then compare the balance with that month. It allows you to set a budget for each category. It provides you with a detailed side-by-side comparison of your projected monthly budget vs. your actual expenses. This summary provides you with a quick and straightforward way to identify where you may be overspending. Eliminate waste and manage your household finances in a well-planned manner! Detail
Trend Analysis
You can check the aggregated values in tables and charts, allowing you to analyze your household finances from various perspectives. The tool provides three trend analysis functions. Detail
Monthly Trend A
In the M-Trend A sheet, you can compare the trends of the specified item for up to five different years. You can also specify two items and compare the pattern of each trend.
Monthly Trend B
In the M-Trend B sheet, you can view the monthly trends of up to five items in bar and line charts. This function is useful for understanding how each item is trending over time.
Annual Trend
In the Y-Trend sheet, you can view the annual trends of up to five items in bar and line charts. This feature is useful for understanding the long-term trend of household finances.
1-4. ACCOUNT
KAKEIBO PRO provides useful features to manage your credit card and bank accounts. It allows you to manage your credit payments, reconciliation of credit card payments, and bank account deposits & withdrawals efficiently. This feature is only available in KAKEIBO PRO.
Credit Card Payment Reconciliation
“Credit Card Payment Reconciliation” is an original feature not found in other applications, and it reconciles the amount charged by the credit card company based on the credit card usage details entered into KAKEIBO. In addition, it automatically reconciles each statement. By reconciling data, you can check for input omissions and unauthorized use of credit cards. Detail
Aggregating Deposits and Withdrawals
Based on the data entered into KAKEIBO, it aggregates deposits and withdrawals for the specified bank account, and then lists the total amount and details. The tool allows you to download the listed deposit and withdrawal detail data so that it is useful to use this data for managing bank account balances. Detail
1-5. SETTINGS
The tool has six sheets for setting up essential information to manage your household finances. The items required in a household account book vary from person to person. It allows you to set up income and expense items to suit your lifestyle. You can manage your finances roughly or in a detailed manner. Detail
| Sheet | Description |
|---|---|
| Bank Accounts | Enter your bank account information. |
| Credit Cards | Enter your credit card information. |
| Income Items | Enter income items. |
| Categories | Enter categories that are the major categories of expense items. |
| Expense Items | Enter expense items for each category. |
| Regular Spending | Enter expenses that you pay regularly. |
Advanced Settings
The tool provides four original features as below.
| Function | Description |
|---|---|
| Setting Tool Colors | It allows you to set the main and sub-colors of the tool. |
| Adding Data Rows | It allows you to add multiple new rows of data. |
| Adding Columns | It allows you to add up to three columns. |
| Protect Sheets | It allows you to protect or unprotect sheets. |
1-6. MY PAGE
You can customize MY PAGE by entering memos, inserting images, creating graphs, etc. You can create your own personalized household account book. For example, you can create a calendar, enter expenses and events, and use it as a schedule management tool.
2. Product Comparison
The specifications of KAKEIBO PRO and KAKEIBO LiGHT are as follows:
| Menu Content | PRO | LiGHT | |
|---|---|---|---|
| TRACKING | Income | ✔︎ | ✔︎ |
| Expenses | ✔︎ | ✔︎ | |
| Special | ✔︎ | ✔︎ | |
| Unaccounted | ✔︎ | ✔︎ | |
| TOTAL | Budget | ✔︎ | ✔︎ |
| M-Trend A | ✔︎ | ✔︎ | |
| M-Trend B | ✔︎ | ✔︎ | |
| Y-Trend | ✔︎ | ✔︎ | |
| ACCOUNT | Credit Payment | ✔︎ | |
| Credit Reconcile | ✔︎ | ||
| Bank Balance | ✔︎ | ||
| SETTINGS | Bank Accounts | ✔︎ | ✔︎ |
| Credit Cards | ✔︎ | ✔︎ | |
| Income Items | ✔︎ | ✔︎ | |
| Categories | ✔︎ | ✔︎ | |
| Expense Items | ✔︎ | ✔︎ | |
| Regular Spending | ✔︎ | ✔︎ | |
| Advanced | ✔︎ | ✔︎ | |
| DASHBOARD | ✔︎ | ✔︎ | |
| MY PAGE | ✔︎ | ✔︎ | |
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3. Basic Specifications
The basic specifications for data input for KAKEIBO PRO and KAKEIBO LiGHT are as follows:
| Menu | Content | PRO | LiGHT |
|---|---|---|---|
| SETTINGS | 01. Bank Accounts | 30 accounts | 30 accounts |
| 02. Credit Cards | 30 accounts | 30 accounts | |
| 03. Income Items | 30 items | 30 items | |
| 04. Categories | 30 items | 30 items | |
| 05. Expense Items | 30 items | 30 items | |
| 06. Regular Spending – Subscriptions |
Unlimited | Unlimited | |
| TRACKING | 07. Income Data | Unlimited | Unlimited |
| 08. Expense Data | Unlimited | Unlimited | |
| 09. Special Expense Data | Unlimited | Unlimited | |
| 10. Unaccounted Expense Data | Unlimited | Unlimited | |
| 11. Credit Payment Data | Unlimited | ー |
NOTES
- 04: It allows you to set up to 30 categories for Fixed, Variable, and Business combined.
- 05: It allows you to set up to 30 items per category.
- 06-11: It allows you to enter the maximum number(1,048,576) of rows in Excel.
4. What you need to check
Devices and OS
The system requirements to use these tools are follows:
| PRO | LiGHT | ||
|---|---|---|---|
| Device | Computer | ✔︎ | ✔︎ |
| Tablet | |||
| Smartphone | |||
| OS | Windows | ✔︎ | ✔︎ |
| Mac OS | ✔︎ | ||
Excel Version
These tools are created in Microsoft 365. We can’t guarantee that it will work properly with older versions. Some functions such as “FILTER function” aren’t available in older versions.
Available Devices
These tools can’t be used on tablets and smartphones because the macro function isn’t supported in Excel for mobile devices. They use the macro function, and when used with Excel for mobile devices, it will not work even if you click on a button. These tools are for use on Computers only.
Excel Macro-Enabled Workbook
When working with multiple Macro-Enabled Workbooks (extension .xlsm) open, a problem may occur, such as a malfunction and the tool will not work properly. Please see the following link for solutions to the error.
When using the tool, please do not have any other Macro-Enabled Workbooks open. It is also acceptable to have an Excel Workbook (.xlsx extension) open, but we recommend that you close any unnecessary files before using the tool.
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5. Purchase of Products
You can purchase the English version of these tools from Etsy and the Japanese version from BASE. Once the purchase process is complete, you will be able to download the file.
ITEM
KAKEIBO PRO for English
KAKEIBO LiGHT for EnglishONLINE SHOP
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Etsy is the world’s largest handmade marketplace. You can purchase the English version of these tools through Etsy. When purchasing items from Etsy, you can pay by PayPal or credit card. https://www.etsy.com/shop/OLIVENNE |
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BASE is a Japanese online store. You can purchase the Japanese version of these tools through BASE. When purchasing items from BASE, you can pay by credit card. https://olivenne.base.shop |
6. Support
For information on how to use the tool, please see the following link.
If you have any questions, please feel free to contact us using the form below.
KAKEIBO PRO and KAKEIBO LiGHT are the perfect tools for personalized household budget management. Feel free to customize them to suit your lifestyle!
