On Mac, first click File in the upper-left corner, then click New from Template… in the drop-down menu.
“Expense budget” and “Basic personal budget” are two excellent templates in this context.
Most templates come with built-in formulas, so any changes that you make to one part of your template will update everywhere else.
Windows - Click File, click Save As, double-click This PC, click a save location on the left side of the window, type the document’s name (e. g. , “Personal Budget”) into the “File name” text box, and click Save. Mac - Click File, click Save As. . . , enter the document’s name (e. g. , “Personal Budget”) in the “Save As” field, select a save location by clicking the “Where” box and clicking a folder, and click Save.
On Mac, skip this step if a blank Excel presentation opens when you open Excel.
A1 - Type in “Date” B1 - Type in “Expense” C1 - Type in “Cost” D1 - Type in “Income” E1 - Type in “Balance” F1 - Type in “Notes”
A1 - Type in “Date” B1 - Type in “Expense” C1 - Type in “Cost” D1 - Type in “Income” E1 - Type in “Balance” F1 - Type in “Notes”
You can also just type in a month’s worth of dates and only fill in the cells in which you have expenses.
You might also type “Recurring” next to a row containing an expense for a subscription or a monthly (or weekly) service.
You’ll use this same exact formula for the “Income” and “Balance” fields as well, except that you’ll use “D” and “E” respectively instead of “C”.
Windows - Click File, click Save As, double-click This PC, click a save location on the left side of the window, type the document’s name (e. g. , “Personal Budget”) into the “File name” text box, and click Save. Mac - Click File, click Save As. . . , enter the document’s name (e. g. , “Personal Budget”) in the “Save As” field, select a save location by clicking the “Where” box and clicking a folder, and click Save.
