Personal Budget in Excel
One very common application of Excel is building budgets – from simple personal budgets to complicated business budgets.
It is also a very good teaching tool, because even a simple budget will require some knowledge of Formulas, formatting, etc. (plus bells and whistles, of course!)
I’ve created an example of a personal budget here that makes use of a number of concepts covered in ExcelMates coursework, including:
- Conditional formatting (I1:L2 on Budget tab)
- Basic Math & Logic (throughout)
- IF (Annual $ calculation in Column F on Budget tab)
- ISERROR (Annual $ calculation in Column F on Budget tab)
- INDIRECT (Annual $ calculation in Column F on Budget tab)
- ROW (Annual $ calculation in Column F on Budget tab)
- VLOOKUP (Annual $ calculation in Column F on Budget tab)
- Basic Formatting (Borders, colors, number types)
- Data Validation (Column D on Budget tab)
- SUM (in Total rows on Budget tab)
- Named Ranges (see Tables tab)
- Freeze panes (Budget tab – row 2 and higher)
So try it out ExcelMates Personal Budget. If you have any questions, poke around the site or send us an email.
