Collaborate on Generate Invoice from Excel Data for Financial Services with Ease Using airSlate SignNow

Generate invoice from excel data for Financial Services

how to make a mountain bike spreadsheet here in Excel so here I have income fixed expenses variables expenses then I have here the remain value and then the balance so it's a very useful spreadsheet here in Excel so let's find out how to make this spreadsheet step by step let's go let me start here if the title so I just want to type monthly budget and now I need to to put every month of the year in which one of the columns that I have here but it's gonna take me a long time if I just need to type month by month so uh there's a smart way to do that that in Excel so let's say I just type January in a short way because if I type monthly month in each one of the columns that I have here it's going to take a long time I'm gonna take two the cows go wrong so let me just write the first month of the year here and then I click hold and drag through the rights so as you can see okay December is just there it's all months of the years is using this screen right now so okay it's just take me five seconds to do that and what I need to do now is just using the default row here and I'm gonna type here the income okay let's start if the income and then we're gonna if the expenses fix it expenses and then variable expenses so uh this income here I just want to select this cell right here and then click drag and hold QD column M that I have that I have here okay so all these problems I select and then I just go to run and then merge and center this way I can put this little Title Here income in the middle of of my spreadsheet okay so we select many main cells and then we merge all the cells into one giant cell something like this and now I'm gonna use this First Column here to in the line five just to put my paycheck for example uh let's say you have here two big checks in the month or three you know whatever whatever paychecks you have so let's say here I have one paycheck so this is the first one and below that I just gonna put this second paycheck that I have so paycheck second second paycheck okay okay as you guys are seeing the text is a little bit bigger than the column size that I have so I just need to to readjust the size of this a column here so let me just click between A and B click drag and hold and drag in the right okay just like this uh paycheck paycheck and then I have let's say a side job side Hustle and then other stuff so okay now I already have this income that I can put here so let's say just to example to be more practical my first paycheck is let's say 12. 100 and my paycheck number two here is just 1400. my side hustle let's say I just made 300. holder uh zero okay just I just put a sign here but I can put zero it's the same thing and now in this last row here I just want to calculate the total the total that I'm gonna use here is just the sum of all these values that I have Above So to do the same we're just gonna use this sum function so equal Sam I just need to double click here one two okay now I can select number by number or I just can do it in a smarter way so I just need to click drag and hold all the cells that I want you of the sum okay and then press enter so my total income in the January month is just 2900 so let's say uh you have now a new income okay you have a new income you just want you this way you just need to put a new row here so how can you insert a new row in this Excel spreadsheet in this income without a mess if the formula if the function of the sum you just need to click whatever you want here in the row number five cx78 whatever uh just let me just click here let's say here in the line number seven okay I just need to do a click if the right click right click here and then I click insert okay now I insert a new row and as you guys can see the summit function is working perfectly it's not the mess with the function all right so let me add no no I will not add anything here so let me click if you right click and then delete okay so this way you can insert or delete uh entire row in Excel if I want to mess up the function okay is complete you guys need of course put the information is in the February March and so on but let's uh just make it simple in this video and now I just want to put here are my fixed expenses okay now I'm gonna select the cell to the column number M okay it's not numbers letters just clicking home and then merge and center okay now let's say fix it expenses so we do not change through the months so I just want to add here uh let's say rent and then I have car payments and then enter insurance then I have Gene it's very important and other stuffs okay and then I have the total we already know how to do it so equal click it then select everything you want some press enter okay let's say my rent in the January Oh there's uh some issue here I don't know if the column B is actually from the January month okay I know but let's say I don't know because I can't see the January month here I can't see but this column C yeah what's the month of the currency let's see the way so let's do something very useful here so I just want to click do you oh it's very important to select this cell right here okay cell A3 A3 and then I'm going to to you and then freeze and then select the first option here freeze that way whatever you are in this spreadsheet you always have these two first rows here always freeze for you okay so let's say you are in the row number 47 here you still can see this first two rows and it's very good because whatever the position you are in the spreadsheet you always can see the title and the subtitles here it's very very useful way to make this spreadsheet so let's say the rent I has uh expenses that is 600 and then I have 300 for our payments enter Insurance let's say it's ten dollars ten bucks 30 for our Gene and other stuffs let's say in the January I just expand 50 Books Okay so my total expenses for a fixed expenses is 955 okay so it's working fine and now just let me do here the desirable expenses okay now I just want to select the cell up to the column m and then merge and center okay so let's say variables I just have uh electricity bill and then I have water and then I have here a cell phone and then geocare and then I have food and then I have some fun and other stuffs and then I have the total okay how can I some all these expenses that I have here I just want to use this sum function okay so just me double click here and there's some function then select all the all the rows that I have entered okay it's working I think let's say the energy view is like a hundred and then water is third phone is like 40. 400 for a tribal card because you know means it's very expensive 300 well let's say just 50 bucks here and other stuff like 100. okay so variable expensive expenses I just have a total of 1020 and the last two things that I want to add here is just the remaining value so remaining and then the balance to the remaining value I just want to subtract all the super trucks all the expenses that I have from the income so let's say that way equal and then I gonna select the total income then subi tract the total fixed expenses and then subtract from the variable expenses okay so it's gonna be that way we're gonna press enter to confirm and then I have a remaining value in the January month as you guys can see here January of 925 so to make the balance like uh for example this is the first month that I have January okay so the first balance that I have here is just equal should they remain valid okay let's press enter but the February month March April May and so on I just want to have this formula here equal the previous month plus the current month okay that way you can do the balance so maybe you can grow your bank account or you can upgrade your bank account okay so let's do the way the remain value here you just can click hold and drag to the right to the right and then just let me select these two cells here I'm gonna click drag to the right okay click hold and drag to the right uh the total value I'm just going to do the same thing here just click hold and drag to the right here the same thing click hold and drag to the right and hear the same thing okay now guys uh everything is working however we can make this spreadsheet this monthly budget Excel spreadsheet a little bit more beautiful so let's start a little detail that's change everything so let me click to you and then bright lines look if if uh more clean look I like the way so let me just select this month batch click drag to the to the right and then home I'm gonna merge and center now I just can click hold and drag down to the second row that I have and I'm going to press home I just want to borders all borders and okay it's looking a little bit more free you know let me select it again and then I'm gonna click home I just want to make sure it's all in the middle okay all centered now we're just going home again put it in bold I just want to click here in the crawler I'm gonna Paint It Black and the font the I just want to make it white okay now it's good income I just want to paint it the background like this ring right here I'm gonna put the letter both and then I'm gonna make the font uh White okay now it's good Let me just select everything that I have here the income now I just click home orders all borders okay now it's looking good let me just uh select all the cells that I have the values here I just go home and then I just click in this dollar sign here okay now look uh I have this correct dollar format now and just let me do the same thing here if we fix expenses so I just want to select everything on our borders and I need to select the values on and click in the dollar sign let's say the fix expenses I want to put in bold white words instead of just use a green I just want to use uh something like ads okay red or yellow yes I just can use this color here okay yellow or I can use add one yes I just want to use head and then in the variables expenses I just want to do the same thing okay borders and the values I just want you to put into like dollar formatting variables expenses the title I just want to put it in bold white and then I just want to select the yellow one that's good it's good so far so let me select the remain in the balancing on hold orders and in all the values that I have here just clicking home and I'm gonna put the accounting number format today now it's looking good Let's uh just paint the remain value remain in the balance I just want to play paint it in blue so let's say this blue right here and then the alt in the white yeah it's good so it's pretty good so I hope guys this video can help you out if you like this video just click the like button and if you have some question just comment down below okay I hope you guys enjoyed this video and I see you in the next one