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ABOUT | Kakeibo, an Excel household budgeting tool, makes it easy to manage budgets and analyze household finance!

What is Kakeibo? It is an account book of your income and expenses for your household. In Japan, we call it Kakeibo.

Kakeibo, an Excel household budgeting tool, is a simple design and easy to use with data entry and clicking buttons. You can set your income and expense items freely, arrange the menu screen as you like, and use it flexibly. If you don’t have Excel skills, you can manage your budget and analyze your household finance with simple operations.

In this article, you will learn about the features of Kakeibo NOTE, LIGHT, and PRO and their details.

Language: English Japanese

1. About the Kakeibo tool

There are three types of Kakeibo: Note, Light, and Pro. The basic functions and usage are all the same.

Kakeibo Note allows you to set income and expense items simply, while Light and Pro allow you to group expense items into categories. I recommend Note for simple household budget management, and Light or Pro for tightly controlled household budget management.

Customize the menu screen

You can customize the initial main menu area by entering memos, inserting images, creating graphs, etc. in the blank area to the right. You can also create a calendar and use it to manage your schedule by entering your events as below.

Simple and easy to use

This tool is easy to use! There is no problem even if you have no Excel skills. The main operations are text entry and clicking button, you can easily add, delete, and sort data by just clicking a button. This tool has four sheets for tracking your income and expenses: Income, Expenses, Special Expenses, Excluded Expenses. You can enter data into the sheets.

Set items for your lifestyle

This tool allows you to set up your income and expense items as you like. You can manage your household budget in a rough or detailed manner. Kakeibo Note allows you to manage your expenses simply, while Kakiebo Light and Pro allow you to group your expense items into categories.

People’s needs are different, and selecting the items that fit your lifestyle will make it easier to use your household accounting. The article below will show you how to select items for your household budget, samples of budgeting items and categories.

Automatic posting expense data

You can automatically post your regular expenses such as utility bills and monthly membership fees to the expenses sheet. The automatic posting feature saves you a lot of time and works for inputting data.

Monthly budget management

You can manage your spending budget on a monthly basis. This sheet provides you with a detail side-by-side comparison of your projected monthly budget vs. your actual expenses. It provides you with a quick and easy way to identify where you may be overspending.

You can set up your budget for each category in Kakeibo Light and Pro and each expense item in Note. You can also specify a year and month and compare it to the current month’s amount.

Total of income and expenses

The detailed data that you enter will be aggregated by item and you can check with the monthly, annual, and 10-year total sheets.

You can also check your income, expenses, special expenditure, and balances in the annual and 10-year summary sheets, which are summarized in tables and graphs. Income, expenses, and special expenditure are displayed as bar graphs, and balances as line graphs. This is a helpful way to keep track of your finances at a glance.

Analyze your household with graphs

You can view the aggregated data in two types of graphs to show annual trends. One allows you to see the trends of up to four income or expense items in bar and line graphs. The other allows you to compare the trend of one income or expense item in up to four different years.

Reconcile credit card payments

It lists the credit card payment data you have entered in the sheets for your expenses and checks if it matches the amount charged by the credit card company. You can also reconcile the data against the credit card company’s statement one by one.

By reconciling the data, you can check for input omissions and any unauthorized use of your credit card. This feature is only available in Kakeibo Pro.

Bank account debit inquiry

It tallies up the amount of money that is automatically debited from your bank account and the amount of Debit payments, and displays the details and total amount on the screen. It is useful to know how much money is debited from your bank account in a month. This feature is only available in Kakeibo Pro.

Others

Set items freely

The sheets for inputting your income and expenditure data have two items that you can freely set up. For example, you can set up an item Tax Return and enter a check mark for the details that are subject to the tax return, and then extract the subject data when filing a tax return.

The filter function

By using the filter function of Excel, you can extract data that matches specific conditions.

Make a graph

The Excel graphing function allows you to create a variety of graphs based on aggregated data so that you can analyze your household budget.

2. The difference between Note, Light and Pro

The following table is a summary of the specifications of Kakeibo Note, Light, and Pro.

Note Light Pro
Function Input Income ✔︎ ✔︎ ✔︎
Expenses ✔︎ ✔︎ ✔︎
Special Expenses ✔︎ ✔︎ ✔︎
Excluded Expenses ✔︎ ✔︎ ✔︎
Total Monthly Total ✔︎ ✔︎ ✔︎
Annual Total ✔︎ ✔︎ ✔︎
10 Year Total ✔︎ ✔︎ ✔︎
Summary Annual Summary ✔︎ ✔︎ ✔︎
10 Year Summary ✔︎ ✔︎ ✔︎
Payments Credit Amount ✔︎
Credit Reconcile ✔︎
Debit Amount ✔︎
Settings Income Items ✔︎ ✔︎ ✔︎
Expense Categories ✔︎ ✔︎
Expense Items ✔︎ ✔︎ ✔︎
Required Expenses ✔︎ ✔︎ ✔︎
Bank Accounts ✔︎ ✔︎ ✔︎
Credit Cards ✔︎ ✔︎ ✔︎
OS Windows ✔︎ ✔︎ ✔︎
Mac ✔︎ ✔︎

Kakeibo Note and Light can be used on both Windows and Mac. Kakeibo Pro has two functions: Credit Card Reconciliation, which allows you to reconcile the amount of credit card payment you entered in the expense sheets with the amount charged by a credit card company, and Bank Account Debit Inquiry, which allows you to tally up the amount of automatic debit and debit payment from your bank account.

These functions use ADO (ActiveX Data Object) to process data in Excel as a database. Excel for Mac does not support ADO, so Kakeibo Pro is designed for use on Windows.

3. Basic Specifications

The basic specifications for these tools’ items and data input are as follows.

  Note Light Pro
Income Items 99 items 99 items 99 items
Expense Categories 99 items 99 items
Expense Items *1 99 items 99 items 99 items
Bank Accounts 99 items 99 items 99 items
Credit Cards 99 items 99 items 99 items
Dues/Subscriptions Maximum Rows Maximum Rows Maximum Rows
Income Data Maximum Rows Maximum Rows Maximum Rows
Expense Data Maximum Rows Maximum Rows Maximum Rows
Credit payment Data Maximum Rows
  • (*1) For Kakeibo Light and Pro, the number of expenditure items in one category.
  • The maximum number of rows in Excel is 1,048,576.
  • There is no limit to the number of characters for data entry, such as items and notes, or the number of digits for amounts.

4. What you need to check

The system requirements

The system requirements to use these tools are below.

Note Light Pro
OS Windows10 (64-bit) ✔︎ ✔︎ ✔︎
Mac OS (64-bit) ✔︎ ✔︎
Application Microsoft Excel 2019 (64-bit) ✔︎ ✔︎ ✔︎
Device PC ✔︎ ✔︎ ✔︎

You can find out whether you are using 32-bit or 64-bit Windows and Excel in the following article.

Excel version for using the tools

These tools are created with Office365, which is the latest version of Excel, and I recommend using Microsoft Excel 2019. I can’t guarantee that it will work properly with earlier versions.

Available Devices

The macro feature is not supported on Office Mobile. These tools use the macro function, and when you use them with Excel for mobile, it will not work even if you click on a button. These tools can be used on a PC.

Macro-Enabled Workbook

If you are working with multiple Macro-Enabled Workbooks (extension .xlsm) open, you may have problems, and the books may not work properly. Please refer to the following link for the solution to the error.

Please do not have any other Macro-Enabled Workbooks open when using the tool. You can also have an Excel book (.xlsx extension) open, but it is recommended that you close any files that you do not need.

5. Purchase these products

You can purchase the English version of this tool from Etsy and the Japanese version from BASE. Once you have completed the purchase process, you will be able to download the file. Kakeibo Pro, Light, and Note are available in four different colors. Please check out the online store for more information.

Online Shop

Price
Kakeibo Note Kakeibo Light Kakeibo Pro
JPY 2,800 JPY 3,800 JPY 4,800

6. Apply for Free Trial

Please fill out the form below and click the submit button. It will send you the URL of the download site. Please access the URL and download the trial version.

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