In the Home tab, select the Merge & Center option from the Alignment group.The logo will be inserted and placed the logo at your desired location.We are inserting our webpage logo for your convenience. As a result, the Insert Picture dialog box will appear.After that, select the This device option.In the Insert tab, click the drop-down arrow of Illustrations > Pictures.At first, select cell D1 to insert your company logo.The procedure for the rest of the month will be similar. We will demonstrate the process for January. Now, we are going to generate the monthly expense report. Step 2: Create Monthly Expense Report for All Months Thus, we can say we completed the first step to make a monthly expense report in Excel. Our preliminary summary layout is ready.Write down all the month’s names in the range of cells B12:B23.After that, entitle cells B11 and C11 as Month and Expense.Then, format the range of cells C6:C9 according to your desire to input the employee’s data.First of all, in the range of cells B6:B9, write down the following entities as shown in the image.In this step, we will make a primary summary layout for showing our expenses month-wise. Step 1: Design Preliminary Summary Layout The name of his department manager is Luca. We consider an employee David who works for our company in the sales department to demonstrate this procedure. Home Budget - Our original selection of home budget worksheets.Related Articles How to Make a Monthly Expense Report in Excel (With Quick Steps).Family Budget Planner A yearly budget planner, with the same categories as the household budget spreadsheet.Household Budget Spreadsheet (monthly) - More detailed and includes child expenses.Personal Budget Spreadsheet The 12-month version of the above spreadsheet.Money Manger - A more advanced budget management tool for Excel.
After making a change, you should check the formulas to make sure they are still correct. If your Net is negative, that means you have overspent your monthly budget.Īdding or Removing categories: You need to be careful when adding or removing categories, to avoid messing up the formulas used for calculating the totals. The Monthly Budget Summary table in the upper right of the worksheet totals up all your income and expenses and calculates your Net as Income minus Expenses. So, if you spend more than you budgeted for, the value in the Difference column will be red - to help it stand out as a warning. The spreadsheet uses the accounting format where negative numbers are in parenthesis like (115.00), and conditional formatting is used to make the negative numbers red - red means bad in this case. The calculations in the "Difference" column are set up so that negative numbers are bad. Using the Personal Monthly Budget Template See our articles Make a Budget and 5 Basic Budgeting Tips if you are just getting started or new to budgeting.
At the end of the month, you record in the "Actual" column how much you really spent during the month.įor a more detailed set of budget categories, see the Household Budget worksheet. This represents your goal - you're trying to keep from spending more than this amount. You record your desired budget for each category in the "Budget" column. The purpose of this type of budget worksheet is to compare your monthly budget with your actual income and expenses. Some numbers are included in the Home Expenses category as an example, but you'll want to replace those numbers with your own. To use this template, just fill in numbers that are highlighted with a light-blue background (the Budget and Actual columns).