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Presenter: Angela M. Rowe

 Part 1

Setting Up Budget Categories

Step 1: Open Excel 2003
ð Double Click the Excel icon on your
desktop.
Step 2: Type Categories in cell A1

Press Enter to go to cell A2

Step 3: Type Income in cell A2

Click the green check mark

Step 4: Copy cell A2 to cell A3
ð K
 : Hold down the CTRL button on
your keyboard and press the C key quickly

ð Press Enter to go to cell A3

ð K
K: Hold down CTRL button on your

keyboard and press the V key quickly

ð Press Enter to go to cell A4

Step 5: Type Living in cell A4
 Step 6: Use the auto fill option to
copy and paste through cell A10

‡ 




 
 
‰the small block in the lower right corner of the cell when the cell is selected)
‡





Step 7: Type Other in cell A11
ð Then click the green
check mark on the
formula bar, just as
you did before.
Step 8: Copy and paste through A15
ð You can use the auto
fill handle just as you
did for the Living
category.
Step 9: Type Description in cell B1

After you type, press the tab key to go to C1

 Step 10: Type Week 1 in cell C1

Again press the Tab key to move to the next cell ‰D1)
Step 11: Type Week 2 in D1
 Step 12: Highlight C1 & D1*

*Click on C1 and drag to highlight D1 as well.*

Step 13: Use the auto fill
to get to Week 5 ‰in cell G1)
Step 14: In B2 type the name of
someone earning income in your
household.

Step 15: In B3 type the name of

someone earning income in your
household. ‰If there are two people)
Step 16: Type your living
expenses in cells B4 to B10
Examples:
6 Rent or Mortgage
6 Electricity
6 Heat or Gas
6 Groceries
6 Water
6 Trash
6 Health or Dental Insurance
6 Phone
Step 17: Type your Other
expenses in cells B11 to B15
Examples:
6 Credit Cards
6 Cable
6 Internet
6 Tuition
6 Car Insurance
6 Entertainment
6 Medical Bills
Your Page should look similar to this:
 Part 2

Totaling Your Budget

Step 1: Highlight from A1 to G15
Step 2: Open the Data menu
Click Subtotals«
Step 3: Choose the right options
ð Make sure it says
Categories in the drop
down box under ³At
each change in:´
ð Under ³Use function:´
you want it to say Sum
ð Under ³Add subtotal to:´
make sure each week is
selected ‰use the arrows
as necessary)
ð Click OK
Step 4: Delete row 19
ð Right click on 19
ð Left click on Delete
Step 5: Type Weekly Savings in cell A19

** Press Tab twice to go to cell C19**

Step 6: Entering the right formula

ð In cell C19 type =C4-‰C12+C18)

Step 7: use the auto-fill, to copy to
the rest of the columns in row 19
 Part 3

Finishing Touches
Step 1: Fix the column widths
ð Hover your mouse between
the columns need to change
‰A & B)
ð When you see a line with a
double sided arrow, double
click

ð Repeat for each column that

needs adjustment. ‰usually in
this project A&B, B&C)
Step 2: Add some amounts to see
how it works
ð In C2 type 500 -You can see that the
ð In C3 type 350 Income Total is 850

ð Fill in some fake amounts for some of the

Living expenses ‰keep in mind it is weekly)
ð Fill in some fake amounts for some of the
other expenses.
Watch the totals change and the Weekly Savings
Step 3: Auto Format
Let Excel format the budget for you!
ð Go to Format 6 Autoformat
ð Choose Classic 3
ð Press Ok
Your final budget!
uestion & Answer