How to Create a Useful Expense List
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This is a step-by-step process that guides you how to create an expense list in your spreadsheet that automatically summarizes the expenses for you. This is great for busy people who wants to maintain control of how they spend their money.
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How to Create a Useful Expense List
- 1. 1 How to Create a Useful Expense List Sid Macatol Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 2. 2 Useful Expense List? A LIST YOU CAN MAKE SENSE OF LATER Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 3. 3 Useful Expense List? A list that can answer, “How much did I spend on _______?” anytime Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 4. 4 Useful Expense List? 1. Small scissors … P20! 2. Adhesive tape … P30! 3. Jollibee meals for 3 … P300! REAL TIME SUMMARY 4. Jeepney fare … P35! Materials … P _______? 5. Cartolina … P30! 6. Printer ink (HP60) … P800! Supplies ... P _______? 7. Bond paper, 1 ream … P270! Transportation …. P_______? 8. Messenger, 1 day … P350! 9. Gasoline for messenger … P100! Food … P_______? 10. Styrofoam (2x2x1), 10pcs … P220! Others …. P_________? 11. Elmer’s Glue (large), 2 bot … P124! 12. Pepsi Large … P40! ARE YOU WITHIN BUDGET? 13. KFC meals for 3 … P300! 14. Taxi … P150! 15. Thumb tacks … P50! Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 5. Where do we use Expense 5 Lists? ousehold Expenses H roject Expenses P ersonal Expenses P Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 6. 6 Software to Use ICROSOFT EXCEL M Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 7. 7 Open a spreadsheet Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 8. 8 Create three columns Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 9. 9 The “ITEM” Column pecific Description of Item Purchased S Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 10. 10 The “AMOUNT” Column he amount of cash disbursed or paid T Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 11. 11 The “CATEGORY” Column he particulars of the expense T summary that you want Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 12. Add a ‘nothing follows’ row. 12 This row is very important. Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 13. 13 Additional rows must be inserted only above ‘nothing follows’ row Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 14. 14 Never insert rows below “nothing follows” row Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 15. 15 If you violate this rule, then this won’t work for you Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 16. 16 Add a “TOTAL” row Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 17. Jump to cell under “Amount” 17 and opposite “Total” Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 18. 18 Sum all the cells above it Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 19. Select all cells under 19 ‘Amount’ down to the Total Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 20. 20 Click ‘comma’ icon Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 21. 21 Double click on the tab name Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 22. 22 Rename to ‘Expense List’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 23. 23 Click the “+” icon Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 24. 24 You just created a new tab Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 25. 25 Double-click on tab name Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 26. Rename to 26 ‘Expense Summary’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 27. Make two columns in the 27 Expense Summary tab Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 28. 28 Type the categories here Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 29. Make sure you have the 29 ‘nothing follows’ row Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 30. 30 Again, do not play around with the “nothing follows” row. It’s a rule. Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 31. 31 Add the ‘TOTAL’ row Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 32. Sum all cells above the ‘Total’ 32 cell under ‘Amount’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 33. Select all cells under 33 ‘Amount’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 34. 34 Click the ‘comma’ icon Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 35. Select all categories, 35 including ‘nothing follows’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 36. 36 Click ‘Insert’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 37. 37 Hover your mouse on ‘Name’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 38. 38 Click ‘Define’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 39. 39 You’ll see this box Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 40. 40 Rename to ‘CATEGORY’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 41. 41 CATEGORY is now a name for a range of cells Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 42. 42 CATEGORY is a range of cells containing the expense categories Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 43. 43 You will use the CATEGORY range name later. Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 44. 44 Click ‘OK’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 45. 45 Click Expense List Tab Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 46. 46 Select cells under ‘Category’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 47. 47 Click ‘Data’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 48. 48 Click ‘Validation’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 49. 49 Click menu for ‘Allow’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 50. 50 Choose ‘List’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 51. 51 Type ‘=CATEGORY’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 52. 52 You remember CATEGORY, right? Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 53. 53 That’s the name of the array containing the expense categories Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 54. 54 I mean, these . . . Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 55. 55 Click ‘OK’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 56. 56 Click this icon Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 57. These are the expense 57 categories you defined earlier Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 58. 58 Click ‘Supplies’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 59. 59 No need to type, right? Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 60. 60 Try typing something else Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 61. 61 It won’t be accepted Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 62. 62 Click ‘Cancel’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 63. 63 Highlight the cells as shown Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 64. 64 Click “Insert” from main menu Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 65. 65 Select “Name” Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 66. 66 Click “Define” Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 67. 67 Name it as “Expenses” Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 68. 68 The EXPENSES cell range contains two columns. You will use this later. Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 69. 69 Click ‘OK’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 70. 70 Highlight cells under ‘Amount’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 71. 71 Click ‘Insert’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 72. 72 Select Name-Define Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 73. 73 Name the range “Amount” Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 74. 74 The AMOUNT cell range contains only one column. Again, you will use this later. Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 75. 75 Click ‘OK’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 76. 76 Encode the expenses now Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 77. To add rows, highlight rows 77 from ‘nothing follows’ down Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 78. 78 Click “Insert” Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 79. 79 Click “Rows” Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 80. 80 Continue encoding Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 81. 81 Once done, click Summary Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 82. 82 Go to cell B2 Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 83. 83 Encode the SUMIF() formula Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 84. 84 Values we will use ange = EXPENSES r riteria = {cell to the left} c um_range = AMOUNT s Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 85. 85 Of course, you recall EXPENSES and AMOUNT, right? Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 86. 86 They are cell ranges that we defined earlier Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 87. 87 Our formula looks this way Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 88. 88 Click on the cell Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 89. 89 Click and drag down Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 90. 90 That’s your live summary Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 91. 91 Click ‘Expense List’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 92. 92 Add a row Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 93. 93 Add another entry Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 94. 94 Click ‘Expense Summary’ Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 95. 95 Updating is automatic Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 96. Spice it Up if you like with 96 percentages Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 97. Or, spice it up with budgets 97 and variances Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 98. 98 Set it up once Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 99. 99 Enjoy its convenience for life Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
- 100. 100 Thanks for watching the slides. Polite comments are welcome at http://virtualsidekick.blogspot.com You may follow me at: http://www.google.com/profiles/sid.macatol Dream a life! Live your dreams! Sid Macatol Sid Macatol - How to Create a Useful Expense List Dec 10, 2010