Once you have entered your data, the template will calculate your total income and expenses and show you the difference between the two. This can include your salary, rent, utilities, groceries, entertainment, and more. First, you will need to enter your income and expenses into the template. Using the household expense budget spreadsheet template is simple and straightforward. How to Use the Household Expense Budget Spreadsheet Template? This can help you save money, reduce debt, and reach your financial goals. By tracking your spending and income, you can see where your money is going and make changes to your spending habits if necessary. The household expense budget spreadsheet template is an essential tool for anyone who wants to take control of their finances. How Can the Household Expense Budget Spreadsheet Template Help You? It is a simple yet powerful spreadsheet that is designed to help you keep track of your monthly expenses and ensure that you stay within your budget. You can click the Use Data button to copy Household Expense Budget Spreadsheet Template to your Retable Dashboard! What is Household Expense Budget Spreadsheet Template?Ī household expense budget spreadsheet template is a tool that helps individuals and families manage their finances by tracking their spending and income. What about you? Do you use spreadsheets to track and manage your finances? Please share your thoughts and examples in the comments section.Copy Household Expense Budget Spreadsheet Template to Your Retable Dashboard: Household Expense Budget Spreadsheet Template From time to time I have shared those techniques here on too. I have built several workbooks to track budgets, vacation plans, retirement scenarios, self-employment cash flows and house purchases. I have used spreadsheets to track money soon after I started my first job 15 years ago. Read more about Excel treemaps and sunburst charts | Another example of treemap – customer service dashboard Do you use Excel to track and manage money? In fact, I have created another version of the spreadsheet with column charts so that you can use it in earlier versions of Excel. But if you want, you can use column / bar / donut / pie charts too. I have used Treemaps because they work well with data like this. In the settings page, we can harvest all category level spending in one column and then feed that to any chart in Excel. Spending by category graph – Treemap (Excel 2016) Use CTRL+Click to multi-select the cells.ģ. We just set up databar on all cells in one go (so Excel can relatively size them based on values). The databar cells have a reference to totals calculated in cells above. This data bar is made with Conditional Formatting. Quick visualization of category level spendingĪs you enter values, you can see a quick total (arrived thru the formulas explained above) and a data bar. Read up more about SUMIFS and SUMPRODUCT formulas.Ģ. If there is an error (typos / no data etc.) we show 0. We then multiply that with amounts in G7:G26 thru SUMPRODUCT and finally divide this with 12 to get monthly value. We are fetching an array of multiplication factors from freqs table (shown aside) using SUMIFS. Say you have amounts in G7:G26 and frequencies in H7:H26. Using SUMPRODUCT and SUMIFS, we can calculate total amount per category by month, like below.There is a frequency mapping table in the “Settings” tab to help calculate monthly totals from various amounts at different frequencies. Calculation of monthly totals by category: There are three components in the budget spreadsheet:ġ.
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