You should know that to make a budget, it is not necessary to buy a program or download an application, because in the Microsoft Windows packages, available to our PC, comes a powerful tool: Excel. This will help us to create forms to enter data in a simple and practical way.

Budgeting is the first step to a prosperous future. Your main goal should therefore be to create a very comprehensive execution plan. Excel will be your best ally, it will make the work much easier and more bearable.

It is a very handy tool to use in your work, or to manage your home's resources in the safest way. Then we will explain how to use form controls to create a budget sheet in minutes.

Before you start creating your budget, you should complete the following previous steps:

  1. Check if the "Developer" option is active in the Excel toolbar.
  2. If you don't have the ¨ Developer¨ active, you should: Go to the toolbar, right click, press ¨ Customize bar¨, find the command you have and activate the ¨ Developer¨.

Use forms and create your own budget sheet

From this point on, you will create your own budget sheet, including marking the cell with a specific color , where it will copy or write the data and thus be able to identify it. Then carefully apply the instructions as you read and you will get the best results:

  1. Create the database with the settings you need.
  2. Create a form by selecting "Developer". You will have several options for working with the form controls. You will find these boxes: checkboxes, numeric controls, combo boxes and radio buttons, among other possibilities.
  3. Once you have defined your table of values, choose the different functions in which the calculations will be performed.

With these steps, you will be able to use the commands needed to use the combo box tool, which will allow you to locate the data in a smaller space. If you have a business, you already know that budgets are essential to provide quality service . What you read next will be very helpful.

Tips for your first budget worksheet prepared with Excel

Thanks to this Office tool, we can create a budget sheet calculating and taking the general average with formulas . So carefully consider these steps to create the budget sheet:

  • Add up the values ​​or costs. In the "Total" cell, you must enter this formula: = (cell with value 1) + (cell with value 2). For example: = (D14) + (D18).
  • Offer a discount . This has only two cases: true (percentage discount awarded) or false (total cost). He could be placed in a cell before the partial. The formula you should put in the cell that returns the final total data would be: = YES (affected cell = TRUE; cell¨x¨-cell¨x¨ * 25%; cell¨x¨).
  • For example: = IF (E10 = TRUE; D22-D22 * 25%; D22). With this data, you will calculate the total cost if it is without discount, or the total with a discount.

If you want to add additional information to your form and increase general data, there is another strategy that you can use for expand to maximum your budget. You will need this formula: = INDEX (array, row_num, [column_num]).

To use this formula correctly, you will need to write: = INDEX and, inside the parentheses, the matrix, where are all the cells in which you saved the customer database.

To locate the row number, collect all of the data that you selected for cell binding. Finally, for the column number, modify the number in which the addresses of your customers are located.

All that remains is to repeat the procedure for the phones and any other information you want to include in your budget sheet. Now you are able to provide your clients with a detailed report in which they can clearly see where they are going to invest their money.

Moreover, you will earn good reputation and admiration if you Consolidate Excel data from multiple sheets into one , thanks to this organization and this commitment, you will better manage your business . If you're not an Excel expert, don't despair. With practice and basic knowledge, you will be able to create the best budget cards.

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