4/10/2024 0 Comments Expense tracker excel![]() In this method, I will use the Personal Monthly Budget template from Excel to track income and expenses. Use of “Personal Monthly Budget Template” to Track Income and Expenses in Excel Now, you will get a graph like a picture shown below.įrom the following picture, you can see that graph helps us to compare the values more easily and clearly.Ĥ. Here, I selected Clustered Column from 2-D Column. After that, select the type of chart you want.Here, I selected Total Income and Total Expense. Firstly, select the rows you want to make a graph for.Now, I will insert a graph for Total Income and Total Expense. Secondly, in that cell write the following formula.Firstly, select the cell where you want the value for Balance.Now, you will see that you have got your Sum of Income and Sum of Expense. The PivotTable will display the sum of values in the Expense column. Next, select and drag the Expense column to the Values area.The PivotTable will display the sum of values in the Income column. After that, select and drag the Income column to the Values area.PivotTable Fields list will appear on the right of the screen. Firstly, select the location where you want your Pivot Table.Finally, select Summarize with PivotTable from the Table Design tab.After that, go to the Table Design tab.Finally, press OK and you will get your table.Then, select My table has headers option.Next, check if the table selection is all right.After that, a dialog box will appear on the screen. ![]() Thirdly, select Table from the Insert tab.Let’s see how to track income and expenses in excel with the use of Pivot Table. We will use the same data and will calculate the Income & Expense Summary. In this 2nd method, I will use the Pivot table to track income and expenses. Tracking Income and Expenses in Excel by Using Pivot Table Finally, press ENTER and you will get your Expense Percentage.Ģ.This formula will divide the Total Expense by the Total Income and then multiply it by 100% to return the Expense Percentage as result. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |