9/4/2019 How To Use Excel On Mac For Budgets
This is part 1/5 in a series of step-by-step instructional videos aimed to help the viewer learn how to create a simple yet versatile family budget for home use, w/ an emphasis on getting-out & staying-out of debt. This series is a viewer-driven series: comments, questions, and feedback are always welcome and used to create additional content.:::::FAQ::::: Q - 'Why don't you just upload a template for us to download so we don't have to make the whole thing?' A - This is my most commonly received question. Let me answer it now. The reason I don't just upload a template is because I want users to be empowered. I want you to be educated and comfortable enough w/ Excel that you can adapt the budget to your life and the needs of your family, as ever changing as those will be. I myself have adapted and changed my budget in dozens of ways since the initial production, and I want to make sure users have the skills to make personal adaptations based on their needs, goals, and personal tastes.
If I just said, 'Here, use this' then I would only be selecting a small minority of the population who just happen to have the same organizational and functional style as me, as well as those whose situation and expenses are similar to my own. I want to reach out to many more than that small percentage, and they additionally gain Excel skills which can be useful in both personal and professional settings elsewhere in their life. Hopefully this helps explain why I have not and will not publish this sheet as a template. Don't forget to Like, Subscribe, and Share this video with anyone else you feel could benefit from learning how to Control their Money. This is the 2nd Edition of this video. If you have been redirected here from the 1st Edition, welcome!
If you are a new viewer, welcome! You can view Part 2 of the series here: To learn how to create a Golf Statistics Calculator in Excel, click here: Comments and feedback are welcome. Don't forget to subscribe to get updates and new videos on the Budget series as well as additional tutorials. Thanks to 'Jeff & Danny' for contributing their music to the video. If you like the music, make sure to tell them in the comments below!
Change the Number of Columns menu to 3, so you'll have a column for expense items, current spending and planned spending. Change the Number of Rows to 12 or more so you can list each item. You can add or remove rows as you work on the table. Type the list of your monthly expenses in the first column, beginning with the second row. In the last cell, type the word Total.
Monthly Budget Template Excel Format Example for Mac. Monthly buget template excel. Free Construction Budget Spreadsheet for Mac. Construction budget.
To add more rows, right-click a cell, select Insert and then click Insert Rows Above or Insert Rows Below. To delete a row, highlight the row by dragging the cursor across it, right-clicking and selecting Delete.
In the dialog box that opens, select Delete Entire Row. Type Actual in the first cell of the second column.
In the cells below, enter the amount of money you actually spent on each item in the last month. Place the cursor in the last cell of the column so you can have Word calculate the total. Click the Table Tools' Layout tab, select the Data icon and then click the Formula icon to open the Formula window. Click OK to accept the default =SUM(ABOVE) formula. This formula adds all of the values in the column and presents the total with a dollar sign. Tip.
Unlike Excel worksheets, the formulas in a Word table are not dynamic. If you change any value in a column, you'll need to enter the formula again to recalculate the total. Type Planned in the first cell of the third column. In the cells below, enter the target amounts that you want to spend on each item in the month to come. In the last cell, insert Word's =SUM(ABOVE) formula just as you did in the bottom of the second column. Change the as you wish. You can change the font and font size from the Home ribbon options just as you would any other text in Word.
To emphasize parts of the planned budget that you need to work on, you can highlight them in yellow. To do this, first, Ctrl-click each cell to highlight. Click the Table Tools' Design tab and then click the Shading icon. Save the budget planner as a Word template or as a Word document by clicking the File tab and selecting Save As. If you select Word Template (.dotx) in the Save as Type menu, the template is automatically stored in the Custom Office Templates folder.
You can then open it at any time by selecting New and then clicking the Personal option above the Blank Document template icon.
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