[Your Name]

01/19/2016
Page 1 of 40

Budget Report

Edit your budget data on the Bu

Details sheet. When you enter
the Budget Summary that you s
updates automatically.

some rich guy who isn't me

Projected Monthly Income

Income 1
Income 2
Extra income
Total income

$350,000
$0
$0
$350,000

Projected Monthly Expenses

Actual Monthly Income

Income 1
Income 2
Extra income
Total income

$350,000
$0
$0
$350,000

Balance (income - expenses)

Projected Balance
Actual Balance
Difference

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($23,230)

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The Expense Overview table be

PivotTable. After you update yo
the Budget Details sheet, right
table and then click Refresh Da
update both the table and the c

Actual Monthly Expenses

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Easily apply your own colors to t

using themes that enable you to
formatting effects throughout th

Find themes on the Home tab, in

of built-in themes available in th
change just the theme fonts or t

Expense Overview
Category
Transportation
Savings or Investments
Personal Care
Housing
All categories

Description

Miscellaneous
Food
Insurance
Entertainment
Pets
Gifts and Charity
Total Result

Data
Sum - Actual CosSum - Actual Cost
$100,904
$80,000
$16,572
$14,196
$10,250
$10,250
$10,000
$4,000
$598
$320
$200
$237,040

$100,904
$80,000
$16,572
$14,196
$10,250
$10,250
$10,000
$4,000
$598
$320
$200
$237,040

Tran

Savi
Inve

Pers

Hou

All c

Food

A PivotTable, such as the table at left, makes it easy for you to look at your data
in different ways. When you click in the table, the PivotTable Builder window
appears, from which you can add or remove fields from the table.

Insu

When you click in the PivotTable, a PivotTable tab also appears on the Ribbon
above your workbook window, providing many options for formatting and editing
the PivotTable.

Pets

Ente

Gifts

Tota

Budget Report
Category

Description

Data
Sum - Actual CosSum - Actual Cost

[Your Name]
01/19/2016
Page 2 of 40

Tran

Savi
Inve

Pers

Hou

All c

Food

Insu

Ente

Pets

Gifts

Tota

Monthly Budget - Detail

Description
Games
Phone bill
Movies
Music (CDs, downloads, etc.)
Dining Out
Groceries
Charity 1
Cable/Satellite
Electric
Mortgage or Rent
Health
Home
Clothing
Food
Grooming
Medical
Savings account
Investment account
Retirement account
Fuel
Car payment
Insurance
Miscellaneous

Category
Entertainment
Entertainment
Entertainment
Entertainment
Food
Food
Gifts and Charity
Housing
Housing
Housing
Insurance
Insurance
Personal Care
Pets
Pets
Pets
Savings or Investments
Savings or Investments
Savings or Investments
Transportation
Transportation
Transportation
All categories

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Projected Cost
$300
$200
$50
$100
$5,000
$5,000
$200
$100
$200
$13,896
$2,000
$2,000
$20,000
$200
$20
$100
$10,000
$50,000
$20,000
$1,000
$99,604
$300
$30,000

Monthly Budget - Detail

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Edit the d
the Budg

You can e
and Actu
Overview

When you
of option
Lookup L

The bars
condition
cost valu

Monthly Budget - Detail

Actual Cost
$270
$200
$28
$100
$5,000
$5,000
$200
$100
$200
$13,896
$2,000
$2,000
$16,572
$200
$20
$100
$10,000
$50,000
$20,000
$1,000
$99,604
$300
$10,250

Difference
Actual Cost Ranking
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Click the arrow in any
heading cell in this table for
sort and filter options.

To add new items to the ta

the row directly beneath th
expands automatically. The
automatically recognizes y
the table expands.

Monthly Budget - Detail

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Monthly Budget - Detail

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Monthly Budget - Detail

Edit the data on this sheet with your own information to update
the Budget Report sheet.
You can edit data in the Description, Category, Projected Cost,
and Actual Cost columns and the Difference and Actual Cost
Overview are calculated automatically.
When you click in a cell in the Category column, you see a list
of options from which to select. You can edit that list on the
Lookup Lists sheet in this workbook.
The bars shown in the Actual Cost Overview column are
conditional formatting that updates to show the relative actual
cost values for your entire budget.

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Monthly Budget - Detail

k the arrow in any

ding cell in this table for
and filter options.

To add new items to the table, just start typing in

the row directly beneath the table and the table
expands automatically. The Budget Report sheet
automatically recognizes your additional data when
the table expands.

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Monthly Budget - Detail

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Budget Category Lookup

Entertainment
Food
Gifts and Charity
Housing
Insurance
Personal Care
Pets
Savings or Investments
Transportation
All categories

This list populates the option

appear in the pop-up lists you
the Category column on the B
Details sheet. Edit the existin
values as needed. To add add
values, begin typing in the ce
directly beneath the last exis
entry and the list will automa
expand.

This list populates the options that

appear in the pop-up lists you see in
the Category column on the Budget
Details sheet. Edit the existing
values as needed. To add additional
values, begin typing in the cell
directly beneath the last existing
entry and the list will automatically
expand.