008 Awesome Monthly Expense Excel Template Idea
An MS Excel Template For Monthly Expense Trackers allows you to track your income and expenses with ease. An Excel template for a monthly expense tracker allows you to enter data in on a worksheet. The following are the steps to use a monthly expense template:
Workbook Open a workbook that has a header and a footer. Make sure the worksheet is blank before you enter any data. On the main menu, click Insert tab, then select Microsoft Excel Template and click OK. Save the worksheet as a blank template.
Format Sheet Clicks the ribbon icon next to the Insert tab and select format sheets. On the main menu, click Insert tab, then select Microsoft Excel Template and click OK. Save the format sheet as a blank template.
Expenses Click the Worksheets tab and click the Details tab. On the details section, click on the column labeled Expenses. Click the column labeled Description to view the description of the selected expense and select the correct date range in the table.
Select the excel template Select the column labeled Date to select the selected date range. Right_click the column labeled Description to view the description of the selected date range and select the correct day in the table. Select the right_side arrow and click on the drop down menu to select the option of applying the format sheet.
Save the template In the dialog box, click OK to save the Excel Template.
Apply the spreadsheet to Excel In the dialog box, click the Save button to apply the sheet to an Excel document. To add a new expense to the spreadsheet, click Add to create a new entry and then select the expenses you want to add. To modify an existing entry, click the Edit link on the ribbon bar.
Add or modify formulas When you have created an expense in the spreadsheet, you will need to insert a formula. In the dialog box, click Tools, then click Insert. Select the Microsoft Excel Formula tab, then click the + button to insert the new formula and then type in the required number and text.
Click OK to close the dialog box and to create a new entry. To add a new entry, click the toolbar button on the ribbon bar.
Calculate the Expenses After you create a new entry, you will need to calculate the expenses based on the date entered. In the dialog box, click the Date tab. Click the month, the day of the year, the week of the month, then click the expense date and then click Calculate.
Calculate the Additional Information If you want to add additional information, you can either click the Additional Information button or click the checkbox to add the information after the formula is calculated. You will be asked whether to include the tax code and tax rate in the calculation or not.
Save the spreadsheet format Click on the spreadsheet template tab, then click the File tab and click the Save As tab. When you have saved the file, you will be asked whether to apply the format to the template or not. Click on the Browse button to select the file you wish to use.
Make Monthly Expenses Excel template is one of the simplest and easiest ways to create expense reports in Excel. For the time being, there are no complicated formulas involved but you can learn how to create complex formulas later.
The Excel template makes it easy to create a report with the current and the past month's expense reports. For example, you can create a report with the total expenses, the total income, the profit and expense and the number of hours worked.
Create a separate table for each month's expense You can make a separate table for the expenses in a specific month. Just click on the table and then click on the New Table button and then click in the name field, then click the Type and then click the drop down menu next to the Expense Data tab. Select the date of the expense in the field and then click on the drop down menu next to the columns and click on the Add Column button.
Update your expenses If you find that your expenses do not add up to the total, then you can either enter an extra item into the expense field or click the Update Expenses link. In the Add Item dialog box, type in the amount you have added in the field and then click on the OK button. The amount will appear in the Expenses field. You can click on the Update Expenses link if you want to update the data in the previous month's Expenses report.
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