For this example, I’m going to use “Fixed Expense 1,” “Fixed Expense 2,” and so on.Ĭlick in cell I2 and type your first expense description. For example, for fixed expenses you would add things like rent, car payments, your internet bill, and any other expenses that are more or less the same each month. Now you want to add the descriptions of your expenses. I will leave the design up to you.īelow is the column width that I decided on for this tutorial but feel free to adjust for your own preference. Type “Savings” in cell M1.Īdjust your column spacing and title font weight as you would like to help create space and heirachy for your template. Type “Funds” in cell L1 and hit the tab key again. Type “Discretionary” in cell K1 and hit the tab key again. Now type “Variable” and hit the tab key again. To make sure there is plenty of room, I’m going to start in column I.Ĭlick in cell I1 and type “Fixed” and hit the tab key to move to the next cell to the right, cell J1. To start, we want to add the expense category names. The thing to remember is that this is your expense tracker to customize and make your own. Your expense categories are going to be fixed expenses, variable expenses, discretionary expenses, contributions to funds, and contributions to savings. The first thing you are going to want to do is create a series of lists that represent all of your expense categories and descriptions. Once Excel is open you will want to click on “Blank workbook.” Set up categories and expense descriptions Create expense categories For this tutorial, I will be using the desktop version of Excel in order to name a list of cells which is needed to create some of the dropdown menus that will be included. The first thing you are going to need to do is open up Excel. Set up categories and expense descriptions.With that out of the way, let’s get started! Table of Contents I will go over an expense tracker that will work with the online version in another post if there is interest. For some of the functionality in this expense tracker to work, you will need the full version of Excel, not the online version. More information is always better, and as you’ll see later on, this can be used in conjunction with our free Excel budget template.Īn important note that I want to cover before beginning. Having a place to enter in amounts spent throughout the day will let you see the impact of your spending and where all of your money is going. This is a simple and effective way to track your everyday expenses throughout the month and keep track of which expense category they belong in. In today’s post, I want to go over how to make an Excel expense tracker.
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