read more to link the entry sheet data to the main sheet. The values supplied to the function can be numbers, cell references or ranges. Being categorized under the Math and Trigonometry function, it is entered by typing “=SUM” followed by the values to be summed. You need to be aware of SUMIF, SUMIFS, and SUM formula in excel SUM Formula In Excel The SUM function in excel adds the numerical values in a range of cells.read more do not require auto-updating of numbers when the data increases. To use a table, click on the table and select the data range. Excel tables Excel Tables In excel, tables are a range with data in rows and columns, and they expand when new data is inserted in the range in any new row or column in the table.
Always use table format for capturing data from another sheet to the main sheet.
You can Download this Personal Budget Excel template here – Budget Excel Template
I have already created a template and download both personal and financial budget templates using the below link. Similarly, we can create a simple corporate budget file. Now we have learned the personal budget creation techniques. Download the attachment and start entering your numbers. For the demo, I have entered a few numbers. It is the Final results of income and expenditure. Now, start entering your daily expenditure on the expenditure list according to the headings formula will show the results in the result sheet. If your income is as per the budget, a variance will be zero. Enter your monthly income in the actual column according to the monthly earnings. Now, manually enter your income expenditure numbers for all the months under the Budget column. By applying the SUMIFS function in excel, we need to link the total expenses to result in a sheet. I am creating a drop-down list of all the expenses list from the result sheet. Create a drop-down list in excel for Expenses Head from Result Sheet. In order to get a month, we need to put one formula, and the formula is TEXT. Now, we have the expenditure template ready. After entering headings, create a table by pressing Ctrl + T. Create a format as per the below image in a new sheet. We need to create a template for capturing daily expenditure details. Apply a formula for the Variance column for all the months. Apply the SUM formula for total expenditure in the cell C22. 
Now apply a formula to capture variance. To capture the total income, apply the SUM function in the C8 cell. It could be from your salary, from house rent, from a loan on interest.Ĭreating this list in the excel spreadsheet. First is not to list your expenses but to list your income sources. Below are the steps for creating personal budget template in excel –
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