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Support:

 

 

 

 

1) Where to obtain tech support / help

2) How to download Georges Budget for Excel, Monthly Budget Planner, Georges Excel Calendar after making a purchase

3) How to update Excel 2007 / Excel 2010 with the latest updates from Microsoft - must be done before using any spreadsheet template.

4) How to enable Macros in Microsoft Excel 2007 / Excel 2010 - must be done in order to use Georges Budget for Excel.

5) Georges Budget for Excel - Version History

6) Monthly Budget Planner - Version History

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Where to obtain Technical Support / Help:

 

1) Visit this online support page for Getting Started help
 www.georgesbudget.com/support.html

2) See the Help sheet within Georges Budget for Excel, Monthly Budget Planner, Georges Excel Calendar
3) For general Excel related questions see Excel help within the Excel program or
visit Microsoft Excel webpage at http://office.microsoft.com/excel

or visit Microsoft Excel blog at http://blogs.msdn.com/b/excel/
4) Email support@georgesbudget.com

 

 

 

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How to download Software after making a purchase:

Note: I recommend using Firefox or Google Chrome browsers to download the software as opposed to Internet Explorer.

 

 

Step One:   After your purchase you will be taken to a page like the one below where you can download Georges Budget for Excel
or the software you purchased.  You will also receive an email that will contain a link that will open a webpage like the one below
 where you can download Georges Budget for Excel and / or Monthly Budget Planner if you did not do it at the time of purchase.


Click where it says "Click here"

Excel Budgeting Spreadsheet | Tech Support 

 

 

 

Step Two: If using the Internet Explorer browser click Save.
If using the Firefox Browser instead of a Save button it has a Save File
button so you would have to click Save File and then click OK.

Excel Budgeting Spreadsheet | Tech Support 

 

 

 

Step 3: Choose a location to save the file in (such as My Documents folder)
and then click Save.   Note, if using the Firefox browser and depending on
its settings, after clicking Ok in step 2 above, Firefox may automatically save the file to
your desktop without giving you the opportunity to choose a location.
Also, unless you change it, the name of the file is georges_budget_for_excel_v5_0.xlsm
and / or monthly_budget_planner_v3_2.xlsx and or georges_excel_calendar_v4_0.xlsx

Excel Budgeting Spreadsheet | Tech Support 

 

 

 

Step 4:  Find the file in the location that you saved it to and then double-click it to open it.

 

 

Step 5: After opening Georges Budget for Excel and clicking on any of the macro buttons, if you get a message
related to macros being disabled then see:

"How to update Office / Excel 2007 / Excel 2010 with the latest updates from Microsoft"

 "How to enable macros in Microsoft Excel 2007 / Excel 2010"

 

 

 

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How to enable macros in Microsoft Excel 2007 or higher

 

 

Make sure to first update Excel 2007 / Excel 2010 or higher and Microsoft Office 2007 / Office 2010 or higher with the latest updates from the Microsoft Update website located at:
http://windowsupdate.microsoft.com


Macros must be enabled for Georges Budget for Excel to work properly.


Note: In Excel 2010 or higher, there is another security feature known as Protected View. When you open Georges Budget for Excel, you might see a highlighted message bar under the Excel Ribbon which says: "Protected View This file originated from an Internet location and might be unsafe." Click the button that says "Enable Editing." Then enable macros as described below.

To enable macros on Georges Budget for Excel choose one of the 3 options below:

Option 1) If you open Georges Budget for Excel and see a warning message under the Excel Ribbon that says "Security Warning Some active content has been disabled" or "Security Warning Macros have been disabled" then in Excel 2007, click the Options button next to this warning message. Then select "Enable this content." In Excel 2010 or higher, click the button that says "Enable Content."

Note: To enable macros, the steps for options 1 must be done each time Georges Budget for Excel is opened. See option 3 below for a different solution using trusted locations.


Option 2) If you do not see any warning message after opening Georges Budget for Excel and the macros are not enabled then follow these steps: Close Georges Budget for Excel if you already opened it but leave the Excel program open. Click the Microsoft Office button (in Excel 2007) or the File Tab (in Excel 2010 or higher) in the upper left hand corner. Then click Excel Options (in Excel 2007) or Options (in Excel 2010). Then click Trust Center. Then click Trust Center Settings. Then click Message Bar. Then select "Show Message Bar in all applications when content has been blocked." Then click Macro Settings. Then select "Disable all macros with notification." Then click OK and OK again on the next window. Reopen Georges Budget for Excel and look for the Security warning message under the Excel Ribbon that says "Security warning some active content has been disabled" or "Security Warning Macros have been disabled." In Excel 2007, click the Options button next to this warning message. Then select "Enable this content." In Excel 2010 or higher, click the button that says "Enable Content."

See option 3 below for a different solution using trusted locations.


Options 3) To automatically enable macros on Georges Budget for Excel each time it is opened, use a Trusted Location following the steps below: Close Georges Budget for Excel if you already opened it but leave the Excel program open. Click the Microsoft Office button (in Excel 2007) or the File Tab (in Excel 2010 or higher) in the upper left hand corner. Then click Excel Options (in Excel 2007) or Options (in Excel 2010 or higher). Then click Trust Center. Then click Trust Center Settings. Then click Trusted Locations. Then click Add New Location and select the path to the location where you are going to store Georges Budget for Excel by selecting Browse and choosing the directory path and selecting OK. Then click OK 3 more times in the following dialog windows.

Note: The steps for option 3 only have to be done once, and then any Excel files at that directory path / location will be enabled to run macros each time it is opened. Make sure that if you have other files in that path / location that the files are trusted by you as safe to open with macros enabled.

See Microsoft Excel Help for more information on trusted locations and enabling macros.

 

 

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Version History for Georges Budget for Excel

 

 

Note:  New Versions, also know as Upgrades are represented by the number to the left of the decimal.
Updates (bug fixes and minor changes) are represented by the number to the right of the decimal.




Version 5.0 - Added 3 additional checkbook registers for a total of 7 accounts.  Redesigned the
 Reports and Charts sheet to show Monthly Actual vs Budget data, charts, and percent of budget amounts.
 Added Category Report and Chart to Accounts Summary sheet.




Version 4.0 - Redesigned the Layout of the Registers, Category List & Budget sheet, Reports & Charts
 sheet, and the Help sheet.  The 6 Month Mini Charts in the Accounts Summary have been updated to
show small gaps between the column charts.  The Yearly and Monthly Income Statement charts in
the Accounts Summary have new colors:  the Income amounts are now represented by green column
 charts,  the Expense amounts will continue to be represented by red column charts, and the Net
amounts will be represented by blue column charts.

 

Update - 3.1- Added Last 6 Months Mini Charts to the Accounts Summary to see trends in the data

 

Version 3.0 - Redesigned Accounts Summary to a Dashboard Layout.
Reports and charts are now based on all data in all Registers even if Filters are applied in the Registers.
 In the Prior Version, data that was Filtered out (hidden) in the Registers was excluded from
the reports and charts.

 

Version 2.0 - First Release to the Public

 

 

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Version History for Monthly Budget Planner

 

 

Note:  New Versions, also know as Upgrades are represented by the number to the left of the decimal.
Updates (bug fixes and minor changes) are represented by the number to the right of the decimal.

 

Version 3.1 - Redesigned the layout.  Added Total Income, Total Expenses and Net
 Amount to the top of the spreadsheet so that it is viewable at all times.  Made color
changes to spreadsheet.

 

Version 3.0 - Redesigned the layout.  Added the potential for yellow indicator lights to
 individual Expense Category items, Expense Group Subtotals, and monthly Total Expenses.

 

Version 2.0 - First Release to the Public

 

 

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How to Update Office 2007 / Excel 2007 / Office 2010 / Excel 2010 with the latest updates from Microsoft

 

Make sure to first update Excel 2007 / Excel 2010, Microsoft Office 2007 / Office 2010, Windows XP,
Windows Vista, and Windows 7 with the latest updates from the Microsoft Update website located at:

http://windowsupdate.microsoft.com   or from within the Windows Vista / Windows 7 software.

 

At that site there are specific updates related to Microsoft Office and your Microsoft Office software needs to be updated with the latest updates in order for Georges Budget for Excel to work properly. Service pack 2 (SP2) is currently the latest update for Microsoft Office 2007. See the images below from Excel 2007 that shows you where you can check your Excel software to see what updates have been installed along with your Excel version.  Even if you have SP2, check the Windows Update site to make sure you have all the necessary updates for Microsoft Office and Windows.

 

Microsoft Excel version and updates

 

 

Microsoft Excel version and updates

 

In Office 2010 / Excel 2010, you can update the programs by clicking the File Tab in Excel and then click Help and then click Check for Updates.  You can also see the Excel version / service pack in the same location.

 

 

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