Excel

§ Cell Formatting: Select the cells or range you want to format and use
the formatting options in the Home tab. change font styles, adjust cell
borders, and modify background colors to highlight important
information.
EXCEL
FORMATTING AND § Number Formatting: Ensure that your income and expense amounts
STYLING are displayed in the desired format. For example, you can apply the
currency format, control decimal places, or use percentage formatting
to represent savings or expenses as a percentage of income
 § Cell Formatting: Select the cells or range you want to format and use
the formatting options in the Home tab. change font styles, adjust cell
borders, and modify background colors to highlight important
information.
EXCEL
FORMATTING AND § Number Formatting: Ensure that your income and expense amounts
STYLING are displayed in the desired format. For example, you can apply the
currency format, control decimal places, or use percentage formatting
to represent savings or expenses as a percentage of income
 § Addition: Use the formula =SUM(range) to calculate the total of a range of
cells. For example, =SUM(B2:B10) adds up the values in cells B2 to B10.
§ Subtraction: Use the formula =cell1 - cell2 to find the difference between
two cells. For example, =C2 - D2 subtracts the expense amount (D2) from
the income amount (C2).
EXCEL § Multiplication: Use the formula =cell1 * cell2 to multiply two cells. For
USING FORMULAS
example, =E2 * F2 multiplies the quantity (E2) by the price (F2).
FOR BASIC
CALCULATIONS § Division: Use the formula =cell1 / cell2 to divide one cell by another. For
example, =G2 / H2 calculates the average cost per unit by dividing the
total cost (G2) by the number of units (H2).
 § Mision: The COUNTIF function is used to count the number of cells within
a range that meet a specified criteria or condition.
§ Usage: The syntax for COUNTIF is =COUNTIF(range, criteria). The
"range" refers to the cells you want to evaluate, and the "criteria" specifies
EXCEL the condition or criteria that the cells must meet to be counted.
USING FORMULAS § Example: Let's say you have a range of cells (A2:A10) containing various
COUNTIF numbers, and you want to count how many of those numbers are greater
FUNCTION than 5. The formula would be =COUNTIF(A2:A10, ">5"), and it will return
the count of cells that meet the criteria (greater than 5).
 To use the COUNTIF function in Excel, follow these steps:

§ Replace the "range" in the formula =COUNTIF(range, criteria) with the range
of cells you want to evaluate.
§ Specify the "criteria" to define the condition for counting. It can be a number,
text, cell reference, or expression.
§ For example, let's say you have a range of cells (A2:A10) containing various
EXCEL numbers, and you want to count how many of those numbers are greater than
USING FORMULAS
5. The formula would be =COUNTIF(A2:A10, ">5"), and it will return the
COUNTIF
count of cells that meet the criteria (greater than 5).

The COUNTIF function allows you to count the number of cells within a range
that meet specific criteria or conditions.
 The SUMIF function in Excel allows us to sum values based on specific criteria.
It is useful for analyzing budget data. Here's how it works:

§ Mision: The SUMIF function calculates the sum of values in a range that
meet specified criteria.
§ Usage: The syntax is =SUMIF(range, criteria, [sum_range]). For example,
=SUMIF(B2:B10, ">100", D2:D10) sums the expenses (D2:D10) if they are
EXCEL greater than $100, within the range B2:B10.
USING FORMULAS § Examples: You can use SUMIF to sum expenses by category, calculate
SUMIF FUNCTION total income from specific sources, or analyze spending over a certain
threshold.
 Select a cell where you want the count to appear.

§ Enter the formula =COUNTIF(range, criteria).

§ Replace the "range" with the range of cells to be evaluated.
§ Specify the "criteria" to define the condition for counting.

EXCEL § Example: =COUNTIF(B2:B10, ">100") counts the number of

USING FORMULAS expenses (B2:B10) that are greater than $100.
COUNTIF
 § In addition to SUMIF and COUNTIF, several other formulas are useful for
budgeting and financial management:
o AVERAGE: Calculates the average value of a range of cells. For
example, =AVERAGE(C2:C10) gives the average expense amount.
o MAX/MIN: Finds the highest or lowest value in a range. Use
=MAX(D2:D10) to identify the maximum expense amount and
EXCEL =MIN(D2:D10) for the minimum.
USING FORMULAS o IF: Enables conditional calculations based on specified conditions. For
OTHER USEFUL instance, =IF(D2>100, "Over Budget", "Within Budget") checks if an
expense exceeds $100 and returns the corresponding message.

§ These formulas enhance your ability to analyze, interpret, and make informed
decisions based on your budget data.
 § Microsoft Excel Official Website: The official website of Microsoft Excel offers a wide
range of resources, including tutorials, templates, and documentation. Visit:
https://support.microsoft.com/en-us/excel
§ ExcelIsFun (YouTube Channel): Run by Mike Girvin, this YouTube channel provides
comprehensive tutorials on Excel for beginners and advanced users. Link:
https://www.youtube.com/user/ExcelIsFun
§ ExcelJet: ExcelJet offers a variety of free tutorials, tips, and tricks to help you master
EXCEL RESOURCES
Excel. Visit: https://exceljet.net/
§ Chandoo.org: Chandoo.org is a popular Excel resource offering tutorials, blog posts,
templates, and a community forum. Link: https://chandoo.org/
§ Excel Easy: Excel Easy provides clear, concise tutorials on Excel basics, functions,
formulas, charts, and more. Visit: https://www.excel-easy.com/
 § MyExcelOnline: MyExcelOnline offers a collection of free Excel tutorials, blog posts,
and podcasts to help you improve your Excel skills. Link:
https://www.myexcelonline.com/
§ Excel Campus (YouTube Channel): Jon from Excel Campus provides in-depth Excel
tutorials, tips, and tricks on his YouTube channel. Link:
https://www.youtube.com/user/ExcelCampus
EXCEL RESOURCES § MrExcel (YouTube Channel): Run by Bill Jelen, also known as MrExcel, this YouTube
channel covers various Excel topics, from beginner to advanced. Link:
https://www.youtube.com/user/bjele123
§ ExcelVbaIsFun (YouTube Channel): This YouTube channel focuses on Excel VBA
tutorials and provides step-by-step guidance for automating tasks in Excel. Link:
https://www.youtube.com/user/ExcelVbaIsFun
§ Excel Off The Grid: Excel Off The Grid offers tutorials, tips, and practical examples for
Excel users of all levels. Visit: https://exceloffthegrid.com/
THANK YOU!