Example #2: How to Create a Personal Monthly Budget Spreadsheet in Excel? In this example, you will learn how to make an excel spreadsheet for a personal monthly budget. Step 1:Enter the data in a new spreadsheet. Step 2:Select “Cell B10” and enter the formula:=SUM(B2:B9) Note:The...
A budget spreadsheet can be a helpful tool to manage your finances. Learn more about a few tips to consider during each step when creating a budget spreadsheet.
Read More:How to Prepare a Sales Budget with Example in Excel Step 7 – Create the Monthly Income and Expenses Summary Create a dataset (L4:N6) for theMonthly Income Summary. Select cellL6. To find the totalProjected Monthly Income, apply the following formula in the cell: =C11+H11 Press...
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Once you’ve entered all the data, use formulas to quickly perform key calculations, such as totaling expenses, calculating the difference between your income and expenses, or averaging spending to find monthly patterns. If you’ve used a budget spreadsheet, the formulas are likely already included...
There are tons of monthly expense Excel templates and other Excel templates available on Microsoft Create. Choose one that catches your eye, I really liked this monthly family budget template to start with. It not only tracks my monthly expenses and income, but it also creates a fun Cash ...
Calendar: You can easily create a spreadsheet monthly calendar to track events or other date-sensitive information. Here are some documents you can create specifically for marketers. Marketing Budgets: Excel is a strong budget-keeping tool. You can create and track marketing budgets, as well as ...
Get started on your budget with thePersonal Monthly Budget spreadsheet. Get started with Microsoft 365 It’s the Office you know, plus the tools to help you work better together, so you can get more done—anytime, anywhere. Buy Now
For some people, a daily or weekly budget may work best. Some might prefer a monthly budget. Still others might maintain an annual budget. 5. Set up the spreadsheet Ready to set up your budget spreadsheet? You can generally make it as simple or detailed as you want. ...
Use the ribbon:The ribbon is a powerful tool that can help you find and use Excel commands quickly and easily. Use the formula bar:The formula bar facilitates entering and editing formulas. To enter a formula, start typing in the formula bar, and Excel will suggest formulas as you type...