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How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
How to Create a Useful Expense List
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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 …

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.

Published in: Self Improvement
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  • 1. 1 How to Create a Useful Expense List Sid MacatolSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 2. 2 Useful Expense List? A LIST YOU CAN MAKE SENSE OF LATERSid 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 _______?” anytimeSid 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 PSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 6. 6 Software to Use   ICROSOFT EXCEL MSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 7. 7 Open a spreadsheetSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 8. 8 Create three columnsSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 9. 9 The “ITEM” Column   pecific Description of Item Purchased SSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 10. 10 The “AMOUNT” Column   he amount of cash disbursed or paid TSid 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 wantSid 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’ rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 14. 14 Never insert rows below “nothing follows” rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 15. 15 If you violate this rule, then this won’t work for youSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 16. 16 Add a “TOTAL” rowSid 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 itSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 19. Select all cells under 19 ‘Amount’ down to the TotalSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 20. 20 Click ‘comma’ iconSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 21. 21 Double click on the tab nameSid 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 “+” iconSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 24. 24 You just created a new tabSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 25. 25 Double-click on tab nameSid 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 tabSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 28. 28 Type the categories hereSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 29. Make sure you have the 29 ‘nothing follows’ rowSid 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’ rowSid 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’ iconSid 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 boxSid 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 cellsSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 42. 42 CATEGORY is a range of cells containing the expense categoriesSid 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 TabSid 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 categoriesSid 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 iconSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 57. These are the expense 57 categories you defined earlierSid 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 elseSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 61. 61 It won’t be acceptedSid 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 shownSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 64. 64 Click “Insert” from main menuSid 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-DefineSid 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 nowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 77. To add rows, highlight rows 77 from ‘nothing follows’ downSid 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 encodingSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 81. 81 Once done, click SummarySid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 82. 82 Go to cell B2Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 83. 83 Encode the SUMIF() formulaSid 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 sSid 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 earlierSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 87. 87 Our formula looks this waySid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 88. 88 Click on the cellSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 89. 89 Click and drag downSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 90. 90 That’s your live summarySid 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 rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 93. 93 Add another entrySid 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 automaticSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 96. Spice it Up if you like with 96 percentagesSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 97. Or, spice it up with budgets 97 and variancesSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  • 98. 98 Set it up onceSid 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 MacatolSid Macatol - How to Create a Useful Expense List Dec 10, 2010

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