![]() ![]() Read More: How to Organize Sales Leads in Excel Finally, we can edit these values to better organize the expenses for any company.Afterward, the last Sheet organizes the operating expenses in Excel.Next, the template organizes the personal expenses for the company.Then, in the second Sheet, it organizes the Incomes for the company.Moreover, this shows us the top 5 expenses and a Column Chart to visualize this. This template calculates the difference between the estimated balance and the actual balance. The first one is the overview of the expenses.There will be 4 new Sheets and we will go through each Sheet. For better demonstration, we have imported that to our ongoing Excel file. Then, the template will open in a new Excel Workbook.Then, a dialog box will appear, press Create.After the search results return, select “ Monthly company budget”.Next, type “ expenses” in that search box.To begin with, press ALT, F, N, and then S to activate the Search for online templates box.Organizing Business Expenses in Excel Using Built-in Templateįor the last method, we will insert a Built-in template to organize expenses in Excel. By doing so, our template to organize expenses will conclude.ģ. Lastly, add space for Comments and Signatures.So, select the cell range D13:G13 and type this formula.After that, type these expense data with the following columns: “ Date”, “ Description”, “ Lodging”, “ Transportation”, “ Food”, and “ Miscellaneous”.Then, insert the Company Logo into the template.Firstly, add the following information:. ![]() After that, we will use the SUM function to add Totals to organize the expenses. The business travel expenses can include- Ticket Price, Hotel Fare, Food Costs, and any other miscellaneous expenses. In this section, we will create another template to organize business travel expenses. Read More: How to Organize Information in Excel Lastly, this is what the overall template should look like.Thus, we have completed the template to organize expenses.Afterward, we add Data Labels, and the Chart Title and increase font size.Therefore, the default Clustered Column Chart will appear.Then, select Clustered Column and press OK.Again, the Insert Chart window will pop up.Next, from the Insert tab, select Recommended Charts.After that, we insert a Clustered Column Chart.After that, we will add more formatting to the Chart such as – changing the font color, and font size and adding a Chart Title.After that, under the “ Label Options” –.Then, the “ Format Data Labels” option will pop up.To do so, from the Chart Elements > Data Labels > select “ More Options…”.Firstly, we add Data Labels to the Chart.After that, this Pie Chart will appear.Next, select Pie from the left side of the window and press OK.Afterward, the Insert Chart window will appear.Then, from the PivotTable Analyze tab > select PivotChart.Next, click anywhere inside the PivotTable.Moreover, if this does not work for you, you manually drag the fields to the destination. Excel will put these two fields automatically in the Rows and Values area respectively. Now, select “ Category”, and “ Amount”.After that, a blank PivotTable will appear.Next, select “ Existing Worksheet” and cell B19 as the location.So, the “ PivotTable from table or range” box will appear.Then, from the Insert tab > select PivotTable.Firstly, select anywhere inside the Expenses data range.Therefore, we cannot insert the Pie Chart directly. Before doing so, we may face a problem if we create the Pie Chart directly by selecting the cell range C6:C12 and E6:E12.Now, we will add two Charts to visualize the data in a meaningful way. We have completed the template for organizing personal expenses.So, select the cell range F6:F12 and type the following formula.Now, we will add the cumulative sum to our expenses in the Running Balance column.We’ll input this from the Running Balance column’s latest value. After that, add a field for the Ending Balance.Then, add Starting Balance, our balance was $200 on June 20, 2022.Here, we received our payment on July 1, 2022. Afterward, add Incomes to the template.Moreover, our data start from June 20, 2022, hence, we will not consider any previous expenses or incomes. Next, type the expense information into the relevant cells.To begin with, create the following column headers: “ Date”, “ Category”, “ Method”, “ Amount”, and “ Running Balance”.Afterward, we will insert a Pie Chart and a Clustered Column Chart to visualize our expenses. Then, we will be using the SUM function to create a cumulative sum in our template. Organizing Personal Expenses in Excelįor the first method, we will construct a template to organize personal expenses. ![]()
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