How to Create a Monthly Budget Spreadsheet Using Excel

TLDRLearn how to create a monthly budget spreadsheet in Excel to track your income, fixed expenses, variable expenses, remaining value, and balance.

Key insights

💰Use Excel to create a monthly budget spreadsheet for tracking income and expenses

💡Save time by using the drag and drop feature to enter the months of the year

💸Categorize your expenses as fixed or variable for better organization

💯Use the SUM function to calculate the total income and expenses

📊Track your remaining value and balance to monitor your financial situation

Q&A

How do I enter the months of the year quickly?

Select the first month, click and hold, then drag to the right to auto-fill the remaining months

How can I categorize my expenses as fixed or variable?

Create separate sections for fixed expenses and variable expenses in your spreadsheet

How do I calculate the total income and expenses?

Use the SUM function in Excel to add up the values in the respective columns

How do I track my remaining value and balance?

Subtract your expenses from your income to calculate the remaining value, and track the balance over time

Can I customize the formatting and colors in the spreadsheet?

Yes, you can use formatting options in Excel to customize the appearance of your spreadsheet

Timestamped Summary

00:00The video demonstrates how to create a monthly budget spreadsheet in Excel

00:37Use the drag and drop feature to quickly enter the months of the year

03:52Categorize your expenses as fixed or variable for better organization

05:27Calculate the total income and expenses using the SUM function

06:34Track your remaining value and balance to monitor your financial situation