Autograph Budget Proposal Made Easy

Manage spreadsheet settlement

hey everyone thanks for watching in this video I'll teach you how to make a budget template that will automate based on what you enter in the tracker show you how much money you have left in each category and will change based on what month you select in the drop-down list and the best part is you can do it in less than 15 minutes so let's get started I am going to ask you to take 7 seconds to hit subscribe and the bail notification if you do that you'll be the first to get notified when I put a new video out there which is at least once a week also feel free to hit that like button and in the comment section let me know how you found my channel thanks alright so the first thing we need to do is create a table that will be entering transactions into so adding headers is the first part I'd like to have these headings but you could probably do whatever you want to I add month the date the description of the transaction the category of the transaction belongs to a column for income values a column for debit values and then the running balance now I'll turn this into a table with alternating rows I'll do that by highlighting the columns I want to turn into a table and then select format as table from the home ribbon bar green with the alternating color seems to make sense for a budget but pick whatever color you want once you get the pop-up ensure that the my table has headers option is checked then stretch the columns to a size that satisfies you the next step is to add the necessary formulas and number formatting to the table to get it to do the most work for us I'm going to add the starting date so that we can build one of our formulas off of that I'm going to make the date format something that I like by highlighting column B and right clicking and selecting cell format here I can change the date format by clicking date on the number tab now I'm going to set up a formula and column a to pull only the month number from the cell and column B I can do that by typing equals month opening parenthesis then clicking on cell b2 then closing parentheses and hit enter the formula should autofill for the rest of the column since it is part of a table now when it entered a new date it will autofill the month for that date we'll use this later the next thing I'll do is add drop-down lists in column D this will allow me to pick what category expenses are in to do that I'm going to highlight all of column D but then hold down the control key and unselected the header now from the data table I'm going to select...