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Generate invoice from excel data for Finance

how's it going YouTube this is Andrew today's video is gonna be on making a monthly budget or a monthly bill tracker super easy all you need is a Microsoft Excel use it on a PC or a Mac so whichever kind of computer you use you should be able to acquire excel or something similar we're gonna jump straight into this and switch screen so you can see mine so basically just have a new Excel spreadsheet open here and we're gonna go straight into this on the top here this is just how I organized mine you don't need to do it exactly the same it's very simple you just need to know a few tricks with Excel so bills amount due date those are the top three columns here and I like to make these bigger and bold and underlined and centered and to make these so you can see how it's crunched together you just double-click on the edge here and it'll spread it out good so when you type in these everybody's gonna be different you know this is essentially a snapshot of what you pay per month this is gonna help you you know keep track of bills that you have paid how much you owe per month to bills so essentially how much you need to make per month to survive and it'll just all-around having this spreadsheet will help you it'll ease your mind it'll just help you be organized there's a lot of people that I'm sure do this I've done this because I watched my dad do it and he you know was paying bills or just keeping track of stuff he was an accountant so this is what he did so you're gonna want to organize these by due date just so you can type in paid when you've paid that bill we'll jump straight into this so typically rent is the first thing let's just use 600 and due date is the first one thing I want to note here is you'll probably want all these to be in dollar sign so you highlight that column a mountain column and you just click the dollar sign right up here and I like everything in that column with the dollar sign in front so rent being the first I call these in the middle too so I had Center good so we'll say the next bill that you can promote this cell phone say pay a hundred bucks and that's due on a third of each month just make this wider okay we'll say electricity so this would be for your home or apartment whether you share the electricity bill with other people like you know three of you renting a condo or some kind of situation we'll just we're just using made-up numbers here so let's say your shares 105th let's see water we'll say 50 I mean these are all made up these will be your numbers what you do per month and electricity water gas 59th you know so it's super easy you're just typing the bill that you have each month the amount you pay per month and then the due date and remember you want to keep it organized you know from the first bill down to the last bill for each month just so for the second half here just so it's easier to keep track what else let's say you have a car payment and that is everybody was different that's three hundred that's two on the 14th I see your car insurance say that's 118 Internet everybody pays a different amount depending on what company you have xx good so you get the point so these are all the main bills obviously the electricity water and gas fluctuate each month but you know you can type in that you know that your last month you know this number can always be changed it's not it's not in cement but I'm gonna type up here these are fixed bills fixed bills and I like to make this bigger bigger and bold and underlined and so these are all your fixed bills those are the bills that you know and they have a due date and you know you have to pay those each month in this next bottom part here I like to do it variable bills or variable you know just add bills the variable costs to life first one being let's say gas station so everybody as a car has to pay for gas I think I do like sixty dollars a week for just my car alone so I'm gonna put 240 in here and let's say grocery grocery store that number is gonna fluctuate a big time depending if you have kids and let's see a gas station grocery store let's say we do like test food or restaurant put that there this number you know you're just guesstimating on those and these is just so it can be more accurate and more accurate this is you know you know where you stand per month if you're making enough money so I'll just use all those as an example down here we'll do monthly total and we'll make this nice and big and bold so we know what we're looking at good and it's just simple so formula you just up here say click on the box that you want to be putting the total in and click up here you do equal sign and then type sum and open bracket and you'll click on the highest one in there you hold shift and click on the lowest to bill there they do a closed bracket so it just adds up all those columns and gives you this grand total here of 2200 now so essentially that I'll show you that if you're not making 2,200 a month and you're not even pay all your bills obviously this gas station grocery and fast food are just thrown in there but this just gives you a basic glimpse on how to build a spreadsheet the second portion here I like to do this so I know that I'm paying bills on time so I'll just do like a 20-18 here actually do this one thing higher this is why I made a space up at the top here just so they didn't start right below I do around here 2018 and January being the first month and you can get all the months to self populate here you just hold the bottom right and it'll make all the other months for you so through December and with something squished like September you just double-click and it will open it up in November good so as you go a little bit bigger underlined good so as you go let's say it's you know January 1st and you just paid your rent you just type paid now let's say it's the 3rd and you do paid so as you go through the month and you pay your bills you just type in paid and this will help you keep track of when you've paid your bills if you've paid your bills let's say it's the 13th and you're like man did I pay my car payment yet did I pay the 300 ollars yet you open your spreadsheet you go oh man I didn't type paid so I need to go pay the bill you pay it online whatever and then once you pay you type it super easy super simple to do there's ways you can make this more organized you know you can highlight everything over here you can make grid so there's a border around everything so that can be all organized there you know you can change the monthly total good you know red so you can see exactly how much you need to make essentially this is however you want to do it this is just how you build it super simple typing in the paid really helps by getting that stuff out of your head because you know you can you can really weigh yourself down by going man did I pay my car payment or did I pay the gas and then when you start paying things late you pay late fees then you're paying money to people for no reason you're paying extra money for no reason yeah this is it simple easy and if you know Excel you can do other cool stuff with this but I'll just keep it super simple and that'll be the video hopefully you guys liked it thumbs up please comments down below subscribe to the channel and share with your friends I really appreciate it [Music]