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Budget Report 03/27/2018

Page 1 of 5
Budget Summary Edit your budget data on
Budget Details sheet. Wh
enter your data, the Bud
Summary that you see he
Projected Monthly Income Projected Monthly Expenses updates automatically.
Income 1 $6,000 $215
The Expense Overview ta
Income 2 $1,000 below is a PivotTable. Aft
Extra income $2,500 update your data on the
Details sheet, right-click
Total income $9,500 table and then click Refre
to update both the table
chart.
Actual Monthly Income Actual Monthly Expenses
Income 1 $5,800 $215
Income 2 $2,000
Extra income $1,500
Total income $9,300 Easily apply your own colo
is formatted using themes
colors, and graphic forma
Balance (income - expenses) workbook with just a click
Projected Balance $9,285
Find themes on the Home
Actual Balance $9,085 from dozens of built-in the
Difference $200 gallery or find options to c
theme colors.

Expense Overview

Data
Category Sum - Actual Cost Sum - Actual Cost
Savings or Investments £200.00 93.03%
Sa
Personal Care £14.99 6.97% Inv
Food £0.00 0.00%
Gifts and Charity £0.00 0.00% Pe
Housing £0.00 0.00%
Fo
Transportation £0.00 0.00%
Total Result £214.99 100.00% Gi
Ho
Tra
To

A PivotTable, such as the table at left, makes it easy for you to

look at your data in different ways. When you click in the table, the
PivotTable Builder window appears, from which you can add or
remove fields from the table.

When you click in the PivotTable, a PivotTable tab also appears on

the Ribbon above your workbook window, providing many options
for formatting and editing the PivotTable.
 Tra
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Budget Report 03/27/2018
Page 2 of 5
Data such as the table at left, makes it easy for you to
A PivotTable,
look at your data in different ways. When you click in the table, the
Category Sum
PivotTable - Actual
Builder Cost appears,
window Sum - Actual Cost you can add or
from which
remove fields from the table.
Sa
When you click in the PivotTable, a PivotTable tab also appears on Inv
the Ribbon above your workbook window, providing many options
for formatting and editing the PivotTable. Pe
Fo
Gi
Ho
Tra
To
 03/27/2018
Monthly Budget - Detail Page 3 of 5
Description Category Projected Cost
Dining Out Food £0.00
Food Shopping Food £0.00
Charity (church offering) Gifts and Charity £0.00
Cable/Satellite Housing £0.00
Mobile Phone Housing $0.00
Electric Housing £0.00
Tithe Gifts and Charity £0.00
Health Club (Gym) Personal Care £14.99
Property Savings Savings or Investments £200.00
Fuel Transportation £0.00
Car Insurance Transportation £0.00
Edit the data on this sheet with your own information to To add new items to the table, just start
update the Budget Report sheet. typing in the row directly beneath the
table and the table expands automatically.
You can edit data in the Description, Category, Projected The Budget Report sheet automatically
Cost, and Actual Cost columns and the Difference and recognizes your additional data when the
Actual Cost Overview are calculated automatically. table expands.

When you click in a cell in the Category column, you see a

list of options from which to select. You can edit that list on
the Lookup Lists sheet in this workbook.

The bars shown in the Actual Cost Overview column are

conditional formatting that updates to show the relative
actual cost values for your entire budget.
 03/27/2018
Monthly Budget - Detail Page 4 of 5
Actual Cost Difference Actual Cost Ranking Click the arrow in any
£0.00 £0.00 heading cell in this
table for sort and filter
£0.00 £0.00 options.
£0.00 £0.00
£0.00 £0.00
£0.00 £0.00
£0.00 £0.00
£0.00 £0.00
£14.99 £0.00
£200.00 £0.00
£0.00 £0.00
£0.00 £0.00
w items to the table, just start
he row directly beneath the
the table expands automatically.
t Report sheet automatically
your additional data when the
nds.
Budget Category Lookup
Children
This list populates the options
Entertainment that appear in the pop-up lists
Food you see in the Category
column on the Budget Details
Gifts and Charity sheet. Edit the existing values
Housing as needed. To add additional
Insurance values, begin typing in the
cell directly beneath the last
Loans existing entry and the list will
Personal Care automatically expand.
Pets
Savings or Investments
Taxes
Transportation