Your budget in Excel – made for Switzerland
A ready-made household budget with Swiss categories, bank statement import, fixed costs with reserves, seven calculators and ongoing checks. Buy once, keep forever – no subscription, no macros, your data stays on your device.
Excel 2016 or newer · Microsoft 365 · Mac · Web · no macros
What’s inside
100 % Swiss
111 categories from the 13th-month salary to Serafe, deductible and pillar 3a – with eight starting profiles from single to family.
Paste your statement
Paste date, text and amount from e-banking. Over 400 Swiss merchant rules assign categories; duplicates are detected.
Budget and dashboard
Plan vs actual by category and month, savings rate, “available until month end” and the year at a glance.
Fixed costs without surprises
Annual and quarterly bills with a reserve: you see early whether there is enough for taxes, insurance and Serafe.
Settle-up for couples and flatshares
Who paid more of the joint costs? Split by your own key, for the month and the year.
Seven Swiss calculators
Deductible, pillar 3a, emergency fund, tax reserve, home affordability, service charges and leasing.
Checks that think ahead
13 hints, for example when health insurance is missing, the credit card counts twice or the reserve falls short.
Privacy and moving on
No macros, no cloud. If you want more later, move to the BudgetHub app with control totals.
One price, everything included
CHF 49 once
- ✓ All four languages: German, French, Italian, English
- ✓ Starter file and sample file with a model household
- ✓ All corrections of this edition under “My downloads”
- ✓ No licences, no limits on devices or people
New edition with current Swiss figures: CHF 19 – no matter how many years you skip.
Bought from 1 October? You get the next edition free.
Who it’s for
- • Singles and couples
- • Families and single parents
- • Young adults and flatshares
- • Retirees
- • New to Switzerland
Prefer it automatic?
The BudgetHub app reads your bank statement, categorises on its own and runs on every device – no bank connection needed. The Excel budget is for everyone who loves Excel.
See the BudgetHub appFrequently asked questions
Do I need an account or a subscription?
No. You buy once for CHF 49 and get the files via a link. No account, no subscription, nothing to cancel.
Which Excel version do I need?
Excel 2016 or newer, Microsoft 365, Excel for Mac or Excel on the web. The file contains no macros.
Is my data safe?
The file sends no data. Everything stays on your device or in your own storage.
What does the next edition cost?
CHF 19 as an upgrade, no matter how many editions you skipped. Buy from 1 October and the next edition is free.
Can I take my data into the new year?
Yes. The “Year-end transfer” sheet shows which ranges to copy – accounts with closing balance, people, fixed costs, savings goals and your own rules.
How do I pay?
By card or TWINT via Stripe. You receive a receipt and the link to your downloads by email.