How to make an excel spreadsheet to track expenses

How to make an excel spreadsheet to track expenses

By: luxs Date of post: 23.06.2017

Many companies use Microsoft Excel to track department or overall company expenses.

How to Make a Spreadsheet that Keeps Track of Expenses | Your Business

As Excel is now frequently bundled with personal computers that use the Windows operating system, if you have Excel on your home computer, you can use it to track your bills.

A number of templates are available for tracking your expenses from Microsoft's and other websites, and recent versions of Excel include a template for tracking your bills among the pre-installed templates. You can also set up your own spreadsheet to track your bills in Excel. Following are instructions for both approaches. Deine Rechnungen in Microsoft Excel verfolgen.

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How to Create Expense & Income Spreadsheets | Your Business

Write an Article Request a New Article Answer a Request More Ideas Choose a pre-installed template. Recent versions of Excel include a template for tracking personal expenses along with templates for common business applications. You can access these templates and use them to track your bills in Excel. In Excelselect "New" from the "File" menu. Select "On my computer" from the "New Workbook" task pane to view the "Templates" dialog box. In Excelselect "New" from the "File" button menu.

This displays the "New Workbook" dialog box. Select "Installed Templates" from the "Templates" menu in the left pane.

how to make an excel spreadsheet to track expenses

Select "Personal Monthly Budget" from the "Installed Templates" in the center pane and click "Create. Select "Sample templates" from the top section of the "Available Templates" pane, then select "Personal Monthly Budget" from the display of sample templates and click "Create.

Choose an online template. If the personal budget template that comes pre-installed with Microsoft Excel doesn't work for tracking your expenses, you can select a template online. You can either download a template from a third-party site or use Excel to connect with Microsoft Office Online.

For Excelyou can select a suitable template from the Microsoft Office Online library at http: You can also find templates intended for later versions of Excel here as well. In Excelchoose "Budgets" from the Microsoft Office Online section of the "New Workbook" dialog box. You must have a working Internet connection to connect to the Office online template library. In Excelchoose "Budgets" from the Office.

Enter your information in the appropriate cells.

How to Make a Spreadsheet That Keeps Track of Expenses | rehojuvuyequ.web.fc2.com

The exact information depends on the spreadsheet template you're using. You can either use the name the template provides for your spreadsheet or change it to something more meaningful.

Adding your name and the year to the existing fredericksburg trade days fredericksburg tx name should be sufficient.

Enter a name for the spreadsheet in Cell A1. Use a meaningful name such as "Personal Budget," "Personal Expense Tracking," or something similar. Exclude seminar for trading stocks quotes when entering the name; they're used here only to show that the names are examples.

how to make an excel spreadsheet to track expenses

Enter column titles in Row 2. Suggested titles and order are "Date," "Payee Category" or "Pay To""Memo," "Expense," "Revenue" or "Income" or "Deposit"and "Balance. Once how to make an excel spreadsheet to track expenses set up the spreadsheet title and column headings, use the "Freeze Panes" feature to keep these headings at the top of the display while scrolling through your entries. Freeze Amazon making money with binary options pdf is located on the "View" menu in Excel and earlier and in the "Window" group of the "View" menu ribbon in Excel and Enter the synthetic stock for cz 550 formula in Cell G3.

Because this is the first balance entry, the balance will be determined by taking the difference between the expense and the revenue. How you set stock options vs restricted stocks up depends on the whether you want to look at expenses or cash on hand.

Setting up the formula this way will make the total of your expenses a positive number, which will be easier to understand. Setting the spreadsheet up this way will show the balance as positive when your cash flow exceeds your expenses and negative when you have more expenses than revenue. Enter the balance formula in Cell G4. Because the second and subsequent entries will keep a running balance, you need to add the result of the difference between the expense and revenue to the value of the balance for the previous entry.

The parentheses around the cells representing the difference between expenses and revenue aren't necessary; they're included just to make the formula concept a bit clearer. If you want to keep the cell with the balance empty until a complete entry has been made, you can use an IF statement in the formula so that if a date hasn't been entered, the balance cell won't display a value.

You may omit the parentheses around the cells representing the pivot trading system amibroker and revenue, but not the outer set of parentheses.

Copy the balance formula into the other cells in Column G the Balance column. Right-click Cell G3 and select "Copy" from the popup menu; then drag to select the cells below it in the column. Right-click the selected cells, and select "Paste" from the popup menu to paste the formula into the selected cells.

In Excelchoose either the "Paste" or "Paste Formulas" option on the popup menu. The formula will automatically update the cell references to indicate the expense, revenue, and date if used references from the current row and the balance reference from the row above the current row.

Give the spreadsheet a meaningful name, such as "Expense Tracking. Again, note that the quote marks are used only to show the example names and shouldn't be typed in. You also don't type in the file suffix; Excel provides it for you. Excel and older save spreadsheet files in the older ". If you have several computers and plan to keep this spreadsheet on all of them, use the older format if any of your computers have Excel or older on them and the newer format if all your computers have at least Excel What's the formula for making a bill of items?

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Tips Use "AutoComplete" on expense and revenue categories to ensure consistent spelling. To distinguish paid bills from unpaid but anticipated expenses, you can bold or color the text for paid bills or use cell shading. To avoid accidentally changing a formula or column header, you may want to protect those cells from changes. Select the cells you'll want to change the date, payee category, expense, revenue, and memo valuesand unlock those cells, then apply protection to the entire spreadsheet.

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How to Make a Budget in Excel - Part 1

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