![]() Click "Save As." Type a name for the budget form file and click "Save. Continue until all sales figures are on the budget form.Ĭlick the "File" menu. It also makes it easy to change if you add to or reduce your projections.Ĭlick into cell A5, and type the next item on the sales budget, such as "water heater." Add in the projected figures, and complete the "AutoSum" calculation. This automatically calculates your projected sales figure for the line item. Click the "AutoSum" button on the right side of the ribbon. Highlight the cells with the dollar figures you just typed as well as the blank cell under the "Year" column. Repeat until all time periods are filled. but if nothing else, youll learn the art of budgeting. Press "Tab," move into the next column, and type the figure for that time period. Although the spreadsheet isnt intended as a family budgeting tool, it can easily be modified to. Type the sales figure, such as "$7,000," planned for that period of time. Type the first product, service or item name you plan to sell, such as "air conditioner." Press the "Tab" key to move into the first quarter or sales budget time period column. Click the "Font" tab, and click the "Bold" option under "Font Style" so the header cells' text stands out on the worksheet. Click a small, light-colored square to give the header cells a shading. Right-click the highlight, and select "Format Cells." Click the "Fill" tab. If you want to throw the ultimate wild bachelor party you will need money. In the last header cell, type "Year," "Total," "YTD," or your preference. Excel Money Management Template If youre anything like me, your finances are scattered around a smattering of savings and checking accounts, with the odd credit card thrown in. Be sure to keep a backup of the spreadsheet and image file in the cloud or another Safe Off-site Location. A free, easy-to-use bachelor party planning sheet and budget sheet for guys. If you prepare sales budgets on a monthly basis, you will have more headers than a quarterly chart. Continue pressing "Tab" until all headers are in place. Type "Quarter 2" or the next segment to project. Press the "Tab" key to move over into cell C3. Type "Quarter 1," "Jan-Mar 2012" or your preferred header. You'll use the most room in column A describing the items on the sales budget.Ĭlick into cell B3. Click the small dividing line between the "A" and "B" column header, and drag the line to the right.
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