Suggestions for using Excel for Budget

[bigmack]

Hi Gang
I have always wanted to ,but never got around to having an expense sheet in Excel .
At best I'd chuck all the invoices if I had them in a folder .
I guess so I can see how much I've spent and what on .

So this year I'm getting serious .
Now I am starting to think about how to do it , it's hurting my head .
There is the simple approach , just have afew columns , maybe what it was , where from and how much .

But then I wondered , should I separate it into Stationary , Chemicals bla bla.
Then separate it into suppliers .

So help . What do any of you do and how does it work ?

[Labbie]

We did Chemicals, Stationary, equipment, repairs bet their is more, but right now that's about it. Text books, I'll add items as I think of them.

[RosalieL]

Hi bigmack, pm me your email and I can send you what I do. You can modify it to suit you. It's a google sheet one though.

[bigmack]

We did Chemicals, Stationary, equipment, repairs bet their is more, but right now that's about it. Text books, I'll add items as I think of them.

Thanks Labbie , few there I didn't think of .

Hi bigmack, pm me your email and I can send you what I do. You can modify it to suit you. It's a google sheet one though.

PM sent

[melsid]

I keep it very simple - just the date; date it appears on our budget & the reference number; supplier and details (chemicals, equipment, etc.); amount; and amount left to spend for the year.

[bucketchem]

you can add the category (stationery etc.) in another column and then you can sort in the excel data tab by whichever column you want. i would add date, supplier, cost, category, and order/reference number if you have one

[bigmack]

Thanks for all the suggestions . I am using the one Rosalie sent me .
Thanks Rosalie , that really helped with the formula stuff . Saved me heaps of time

Rosalie's version seems to include most of the suggestions put forth .
It looks like this so far .
Sorry I transferred it from Google Sheets to Excel .

Budget.jpg

Still got to add the Budget and remaining stuff .

[RosalieL]

Thanks for all the suggestions . I am using the one Rosalie sent me .
Thanks Rosalie , that really helped with the formula stuff . Saved me heaps of time

Rosalie's version seems to include most of the suggestions put forth .
It looks like this so far .
Sorry I transferred it from Google Sheets to Excel .
Budget.jpg

Still got to add the Budget and remaining stuff .

Once you put the budget amount in, the remaining should automatically calculate for you Glad it was useful! I wasn't sure how well it would copy over from googlesheets to excel.

[bigmack]

Once you put the budget amount in, the remaining should automatically calculate for you Glad it was useful! I wasn't sure how well it would copy over from googlesheets to excel.

I didn't , Just got a new PC with Win11 on it that I'm getting my head around and I am terrible at Google sheets/dox, anything to do with google
So I just started from scratch but copied how you did it .
LOL have to hassle HOD to see what the budget exactly is .

[RosalieL]

haha ok - glad you could follow what I had done then! I am terrible at google stuff too, but it's all my school uses so I do a lot of googling to find how to do things!