Frequently asked questions

❓What is the ABCs Method?

The ABCs Method by Boodle is a structured approach to managing your money through Account Reconciliation, Budget Forecasting, and Cash Flow Tracking. It helps you maintain an accurate, real-time view of your finances so you can make better decisions with your money.

❓ How do I know which version is right for me?

Choose based on how many accounts you want to manage:

• 2 Account → simpler setup

• 3 Account → more flexibility and visibility

If you plan to expand or want more control, the 3 Account version is recommended.

❓What’s included in this product?

Each purchase includes a fully built spreadsheet system with:

• Budget planning spreadsheets for your accounts

• Cash flow tracking dashboard.

• Account reconciliation module.

• Structured layout for managing your finances for a full year.

All versions include the full ABCs Method.

❓ What if I need a different version later?

If your needs change, you can purchase a different version of the system that better fits the number of accounts you want to manage.

❓What’s the difference between the 2 Account and 3 Account versions?

The difference is the number of accounts you can actively manage.

• 2 Account Version → Best for simple setups (e.g., checking + savings)

• 3 Account Version → Best for managing multiple accounts or separating spending.

All features are the same—only the number of accounts changes.

❓ Is this good for beginners?

Yes. The system is designed to be simple and structured, making it easy for beginners while still powerful enough for more advanced users.

❓ What does “linked accounts” mean?

Linked accounts allow you to track transfers between accounts while maintaining accurate balances across your system. This gives you a complete, real-time view of your money.

❓ Do all versions include account reconciliation?

Yes. Account reconciliation is built into every version of the system. This is a core part of the ABCs Method and helps you always know your true available balance.

❓ Do I need to reconcile my accounts daily?

No. The system allows you to reconcile at any time, giving you flexibility while still maintaining an accurate view of your finances. A good rule of thumb is to reconcile twice a month.

❓ What software do I need to use this?

You can use:

• Microsoft Excel

• Google Sheets

Choose the version that fits you.

❓ Do I need advanced Excel or Google Sheets skills?

No. The system is designed to be user-friendly with a simple structure that allows you to enter in your financial data with auto calculations built in for you.

❓ Is this a physical product?

No. This is a digital download. No physical item will be shipped.

❓ What makes this different from other budget templates?

Most templates only track what you’ve already spent.

The ABCs Method also helps you:

• Account for outstanding transactions.

• Maintain a real-time, accurate balance.

• Plan with cash flow visibility.

This gives you a more complete and actionable view of your money.

❓ Can I get a refund?

Due to the digital nature of this product and instant access, refunds are not offered.

❓ Can I share or resell this template?

This product is licensed for personal use only.

• You may use it for your own personal finances.

• You may not share, distribute, reproduce, or resell this template in any form.

You may not remove branding or claim the work as your own.