See Every Dollar, Live
One click updates everything.
Refresh All Data updates every connection, pivot table, and formula at once — then every report, dashboard, and KPI card reflects it instantly. Select a month with the slicer and the whole view updates with it.
One Receipt, Every Category Covered
For the days one purchase covers three budgets.
- 1Start the receipt — enter the total, date, and vendor.
- 2Break the total into line items by category.
- 3Move it into Transactions-Current with one click.
Set It Up Once
Five fields, and the whole workbook adapts to you.
- 1Theme color — choose from 8 built-in looks.
- 2Budget year — the year you're tracking.
- 3Beginning month — the start of your budgeting cycle.
- 4Beginning balance — your bank balance on day one.
- 5Vendor list — add anytime; they'll show up everywhere you record a transaction.
Five Minutes, Once a Month
The rhythm that keeps this workbook useful.
- ✓ Over-budget spending
- ✓ Major vendor concentration
- ✓ Income performance
- ✓ Debt obligations
- ✓ Net monthly profitability
Your Data Never Leaves Your Computer
Built with macros. Trusted for a reason.
No cloud, no bank connection, no hidden behavior.
- ✓ No internet connection, ever — the workbook can't reach out even if it wanted to.
- ✓ No connection to your bank or any account — you enter every transaction yourself.
- ✓ Nothing leaves the file — every macro only reads and writes cells inside this workbook.
- ✓ Every button is documented on the Instructions tab — no hidden behavior.
Get CellCraft 365
- Full Excel workbook, instant download
- Dashboard, reports, and monthly KPI cards
- Receipt splitter and vendor tracking
- 8 built-in color themes
- Year-end close-out tools
- Written instructions + FAQ tab included
Need More Help?
Common questions
What software do I need?
Excel 365 on Windows, opened in the desktop app rather than a browser, since the buttons rely on macros. Mac support is on the roadmap but not yet verified — if you're on Mac, check back before purchasing.
Will this connect to my bank?
No. CellCraft 365 never connects to the internet or your accounts. You enter every transaction yourself, and your data stays on your machine.
Can I change the look?
Yes — Admin Settings includes 8 built-in themes (Light, Dark, Light/Dark Green, Light/Dark Blue, Pink, Shadow). Applying one takes 1–2 minutes to propagate across every tab.
What happens at year-end?
Run Archive Current Year Expenses from Admin Settings, update the budget year and beginning balance, and the workbook rolls forward clean — last year's transactions move to Transactions-Prior automatically.