Go to the Insert tab, and click Chart to insert a 3-D pie chart.Ĭopy all charts from different sheets and paste them in Sheet 1. Select G4:G6, press the Crtl key, and select I4:I6.
![personal budget excel spreadsheets personal budget excel spreadsheets](https://i.pinimg.com/originals/42/71/85/42718557773030d43d58f9609b1b8ded.jpg)
Next, we need to create a chart to show the share of monthly expenses, deposit and cash balance respectively.ġ. Select the whole pivot table and insert a radar chart following the above steps. Drag Category to the ROWS area, Expected and Actual to VALUES area.ģ. In the Insert tab, click PivotTable and enter B8:D15 in the dialog.Ģ. Now let's go back to sheet 1, and create a pivot table for the expenditure table.ġ. Click the Source drop-down button, and you can filter the data as needed by clicking Select this item. In the pop-up dialog, select an appropriate chart style, for instance, a bar chart here.Ĥ. Select the entire pivot table, head back to the Insert tab, and click the Chart button. Drag Source to the ROWS area, Expected and Actual to VALUES area.ģ. In the pop-up dialog, select the range B2:E5 to create the pivot table for the income table, and place it in a new sheet.Ģ. Go to the Insert tab and click the PivotTable button. Enter the formula =C6-C16-B19 in cell B22, and drag fill handle to apply the same formula in cell C22.Ģ. Then, calculate the difference with the formula =Actual-Expected.įirst of all, we need to create a pivot table for the income tab, so that we can filter the data we want to analyze separately.ġ. Here we can create two columns, one for planned expenses, which you can input at the beginning of the month, and another for actual expenses, which are updated at the end of month.Ģ. Input the formula Difference=Actual-Expected in the cell E3, and drag the fill handle (+) to run the auto fill function.ģ. Then, enter the SUM function to calculate the totals.įollow the operations in step 1, expect that the formula entered in cell E9 shall be =Expected-Actual, so that the extra expenses will be marked in red.ġ. To calculate the expected and actual balance, apply the formula = Income-Expenditure-Deposit. Option 1 Customize a personal budget in WPS Officeġ. Open a new worksheet in WPS Spreadsheet, and enter the expected income. L Steps to create a personal budget in WPS Spreadsheet Next, we can start to create the budget in WPS Spreadsheet.
![personal budget excel spreadsheets personal budget excel spreadsheets](https://images.template.net/wp-content/uploads/2015/05/Personal-Annual-Budget-Spreadsheet-Template.jpg)
Then, determine the period that the personal budget is going to cover, for example, a monthly budget here. First of all, we must identify the financial goal, that is to fund retirement, which determines we must save some money for deposit. In this case, we need to create a personal budget.
PERSONAL BUDGET EXCEL SPREADSHEETS HOW TO
Welcome to WPS Official Academy! After reading this free tutorial, you will master how to create a personal budget in WPS Office Excel.