Fax covers. Financial management. Food and nutrition. Fun and games. Health and fitness. Home learning. Papers and reports. Photo albums. Planners and trackers. Profit and loss. Resumes and cover letters. Below are the steps for creating personal budget template in excel — First is not to list your expenses but to list your income sources.
It could be from your salary, from house rent, from a loan on interest. To capture the total income, apply the SUM function in the C8 cell. Now apply a formula to capture variance. Apply this to all the months. Now list all your expenditure. Apply the SUM formula for total expenditure in the cell C Apply a formula for the Variance column for all the months.
Now, our result template is ready. We need to create a template for capturing daily expenditure details. Create a format as per the below image in a new sheet. Now, we have the expenditure template ready. In order to get a month, we need to put one formula, and the formula is TEXT. Create a drop-down list in excel for Expenses Head from Result Sheet. We use cookies to make wikiHow great. By using our site, you agree to our cookie policy. Cookie Settings. Learn why people trust wikiHow.
Download Article Explore this Article methods. Tips and Warnings. Related Articles. Article Summary. Method 1. Open Microsoft Excel. It's a dark-green app with a white "X" on it. Click the search bar. It's at the top of the Excel window. On Mac, first click File in the upper-left corner, then click New from Template… in the drop-down menu.
Doing so will bring up a list of personal budget pre-made templates. Select a template. Click on a budget template whose title and preview both look like they'll suit your needs. This will open the template's page, where you can review more information about the template.
Click Choose. It's to the right of the template's image. Doing so will open the template in Excel. Fill out your template. This step will vary depending on your selected template; most templates will allow you to list your expenses and their respective costs, and then calculate your total spending.
Most templates come with built-in formulas, so any changes that you make to one part of your template will update everywhere else.
Save your personal budget. Once you've completely created your budget, all that's left to do is save it onto your computer. To do so: Windows - Click File , click Save As , double-click This PC , click a save location on the left side of the window, type the document's name e. Mac - Click File , click Save As Method 2. Click Blank workbook.
You'll find this in the upper-left side of the page. On Mac, skip this step if a blank Excel presentation opens when you open Excel.
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