Scribd
Upload
23 views

Create a Budget in Excel - Step by Step Tutorial

This document provides a step-by-step guide on how to create a budget in Excel, starting with entering income and expenses and using the SUM function for calculations. It includes instructions for formatting and copying functions across cells. Additionally, it briefly mentions conditional formatting to highlight financial data.

Uploaded by

adel.briggs34
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
23 views

Create a Budget in Excel - Step by Step Tutorial

This document provides a step-by-step guide on how to create a budget in Excel, starting with entering income and expenses and using the SUM function for calculations. It includes instructions for formatting and copying functions across cells. Additionally, it briefly mentions conditional formatting to highlight financial data.

Uploaded by

adel.briggs34
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 7

Excel Easy 

#1 Excel tutorial on the net

Create a Budget in Excel


This example shows you how to create a budget in Excel. Follow this step-by-step
guide and take control of your finances.
1. First, enter the different types of income and expenses in column A.

Made in USA, at Import Pricing


Get 60+% & Free Shipping Today
Knowledgeable Staff and Great Service. Order
Online Or Call For A Custom Quote.

American Parks Company

Made in USA, at Import Pricing - Get 60+% &


OPEN
Free Shipping Today OPEN

Save Big On Playground Equipment Designed For Kids Of All Ages. American Parks Company
Note: on the Home tab, in the Font group, you can use the different commands to
change the font size and font style of text. Click on the right border of the column 

A header to increase the column width.


2. Enter the word Jan into cell B2. Next, select cell B2, click the lower right corner
of the cell and drag it across to cell M2. Excel automatically adds the other months.

3. Enter some data to get started with budgeting.


4. Enter the SUM function into cell B6. To achieve this, select cell B6, type an equal
sign (=), enter SUM(, select the range B4:B5, close with a ")" and press Enter.

Note: on the Home tab, in the Font group, you can add a top border.

Matter Diary/manage tasks


Bank Statement import/posting
Start Using Now And Work From
Anywhere, Anytime, on any devise

LawPracticeZA

OPEN

5. Select cell B6, click the lower right corner of the cell and drag it across to cell
M6. Excel copies the function and border to the other cells.

6. Enter the SUM function into cell O4. Remember, select cell O4, type =SUM(,
select the range B4:M4, close with a ")" and press Enter.
7. Drag cell O4 down to cell O6.

8. Repeat steps 4 to 7 for the expenses.


9. Add a Short/Extra row.

Explanation: we created two conditional formatting rules to highlight cells less


than 0 (red) and greater than 0 (green). You can follow the link to learn more about
this topic. Maybe this is one step too far for you at this stage, but it shows you one
of the many other powerful features Excel has to offer.

InvestAi Investing
Boost.InvestAi Investing
We Design Monthly Commitments to Ensure
They Align Comfortably with Your Budget

boostinvestai.com

OPEN
Search Entire Site Go 

Chapter
Templates
Learn more, it's easy
Budget
Calendar
Holidays
Meal Planner
Invoice
Automated Invoice
Default Templates
Time Sheet
BMI calculator
Download Excel File
budget.xlsx
Next Chapter
Data Validation
Follow Excel Easy
Become an Excel Pro
1. Introduction
2. Basics 
3. Functions
4. Data Analysis
5. VBA

Budget • © 2010-2025
March 2025 Suggestions: FILTER function • Quick Analysis • Wildcards • Loop (VBA) • Split
Cells

You might also like