#Microsoft office personal budget template how to#

After customized the monthly budget table ( how to create a Bell Curve chart?), please activate the AutoText pane with clicking Kutools > Navigation > AutoText button at far left of Navigation Pane.

#Microsoft office personal budget template full#

Full feature free trial 30-day, no credit card required! Free Trial Now!ġ. Kutools for Excel- Includes more than 300 handy tools for Excel. And you can reuse the AutoText entry at any time in any workbook with only one click. In addition to saving as a template, Kutools for Excel's AutoText utility supports Excel users to save the customized budget table as an AutoText entry, which will keep all cell formats and formulas you set in the table. Now current workbook is saved as your personal template. Step 9: In the coming Save As dialog box, enter your template name into the File name box, and click the Save as type box and specify the Excel Template (*.xltx) from the drop down list, and at last click the Save button. Step 8: Save current workbook as template with clicking the File > Save > Computer > Browse in Excel 2013, or click the File / Office button > Save in Excel 20. Please select the A10:A15, then press the Ctrl key and select the N10:N15 and then follow the same methods we introduced in Step 5-(2) and Step 6. Step 7: Add a pie chart for the expenses in this budget year. (2) Add Chart title with clicking the Layout > Chart Title > Above Chart in Excel 2007/2010 (In Excel 2013, the Chart title is added automatically), and enter a chart title, such as Incomes in Budget. (1) Add labels for the pie chart with right clicking the pie and selecting the Add Data Labels from the right clicking menu. (2) Click the Pie button (or Insert Pie and Doughnut Chart button in Excel 2013) on the Insert tab, and then specify a pie chart from the drop down list. (1) Select the Range A4:A6, then hold the Ctrl key and select the Range N4:N6. Step 5: Make a pie chart for the incomes in this budget year. Step 4: Calculate the deficit or surplus in this budget year: In Cell B18 enter =B7-B16, and drag the Fill Handle to apply this formula to Range C18:N18.

(3) Calculate total expense in the budget year: IN Cell N16 enter =IF(SUM(B16:M16)=SUM(N10:N15), SUM(N10:N15), FALSE), and press the Enter key. (2) Calculate total expense of each item: In Cell N10 enter =SUM(B10:M10), and drag the Fill Handle to apply this formula to Range N11:N15. (1) Calculate total expense of each month: In Cell B16 enter =SUM(B10:B15), and drag the Fill Handle to apply this formula to Range C16:M16. Step 3: Calculate the total expense of every month and every items. (3) Calculate the total income in the budget year: in Cell N7 enter =IF(SUM(N4:N6)=SUM(B7:M7), SUM(N4:N6), FALSE), and press the Enter key. (2) Calculate total income of every item: In Cell N4 enter =SUM(B4:M4), then drag the Fill Handle to apply this formula to Range N5:N6. (1) Calculate total income per month: In Cell B7 enter =SUM(B4:B6), then drag the Fill Handle to apply this formula to Range C7:M7. Step 2: Enter your budget data of income and expenses into the table, and calculate the total incomes of every month and every item: Step 1: Prepare a table, and enter its row headers and column headers as following screen shot shown: The following steps will walk you through customizing a monthly budget template in Excel. Be aware that the clear report is very essential for you.Although there are so many budget templates for downloading, you may still want to make a custom monthly budget template based on your needs. In other hand, it is also important for you to mention the need of the office in a month and add the amount of the budge through the budget template. The source of the income should be told well. For example, when you want to make monthly report, of course you need to clearly stated the kind of income you get to the office. Then, in making the office budget template, here you also need to add kinds of the detail report. When you are working for company and want to make a report of other office budget, the targeted office should be mentioned. The detail information about office, such as its name, address, email, and others should be added there. The detail information will show that the report of the budget is legal from your office. When you want to make it for your office, of course you need to add the detail information about your office there. In this occasion, we will inform you about the simple format, which you need in making your own template. By making the own template, I am sure that you could show your creativity there. It is nice when you try to make your own office budget template, especially when you want to get a different concept of the template.