Thank you for figuring out how to put this together!!!!" It does everything I've wanted from a budgeting software, and is easy to use. Is going to be a really good tool for me." It is nice to see all my transactions in a graphics and in an organize way. Manuel says: "Let me tell you that your excel software is Amazing, I have been trying to put all the information that I have, and it works great. Video Demonstration - Georges Budget for Excel - Accounts Summary / Dashboard The above image shows how Georges Budget for Excel helps you see your monthly expenses and income and compare actual vs budget.Įxcel charts show percent of budget to help you visualize your budget and indicator icons provide visual alerts. ![]() Single Category Report / Chart over a period of time (Sample income category: Bonus)įinding templates for budgeting and learning how to budget are important steps to getting control of your personal finances. Time periods include this year, last year, and last 12 months. See trends in your data with charts and indicator icons to help you spot issues with your budget being over budget or under budget. (sample expense category: Restaurants/Dining) Single Category Report / Chart over a period of time. Summary Dashboard to view and run Reports and Chartsĭata from the Excel Checkbook Registers and Budget Worksheet is summarized in the Accounts Summary / DashboardĮasy to use Excel Checkbook Spreadsheet with split transactions. Personal Finance in an Excel budget spreadsheet I think as Petstablished rolls out with more customizable options, it will be super easy to tailor the system to each specific organization.Create a budget and compare to actual amountsĮxcel does the calculations and saves you time The overall layout and flow of the system is very easy to use and navigate. I also really love the microchips, they are the smallest I have found on the market, universally read, easy to manage and register. Way easier process than what we had to do before. Some of my favorite features are the adoption process and how easy it is to attach the application to the pet, hit adopt, pay the fee, sign the adoption contract, email medical records all over, and register the microchip, essentially with the click of a button. (Although I really want to be able to customize the options under contacts, ie. I also like the options to customize most things in petstablished. Although I loved the simplicity that ishelters offered and their customer service, I like a more all-in-one solution that helps shelter management operate more smoothly. The only part that was a little more time consuming was that the medical records couldn't be converted over, but that is understandable as the systems are so different, there would be no way to gather the information in the right format for that to happen. I liked that the contact list could be uploaded into the new system so that didn't need to be hand entered and I liked that any cats profile that was showing on petfinder could be loaded for us. Having access to both systems while everything got loaded was great so there was no real drop dead date on having to move everything over. I originally thought that the process of conversion was going to be a nightmare, as most conversions are, however that was not the case. She truly cares, and it means a lot.įor any other animal welfare organizations reading this, I recommend looking into Petstablished! It's not just about us using her product. ![]() Just when I think I must annoy her with my endless questions, she asks what else she can help with and how our rabbits are doing. I email Melissa at least once a week with a new question or suggestion, and she is always quick to respond and happy to help. We're now in the process of scaling down our use of other costly platforms because Petstablished offers equivalent capabilities at no cost! And any cost - no matter how small - is a big deal when it comes to animal rescue operations.īut, by far the best thing about Petstablished has been its customer service. Thanks to Petstablished, we now have a seamless integration across multiple data points such as our adoptions, contacts, donors, foster families, and more. Since making the switch, we've been able to process an increased number of adoptions while enjoying its user-friendly UX. ![]() The nonprofit I work with, Bunny Buddies Inc (a house rabbit rescue organization here in Houston), decided to move over to Petstablished a few months ago.
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