Annual Budget OverviewBudget Totals         Estimated       Actual          DifferenceTotal Income                 $520,49...
Annual Expense Report                                                                                        Edit your exp...
Edit your expense data on the Expense Details sheet.When you enter your data, the report that you see hereupdates automati...
t, makes it ifferent ways.tTable Buildern add or ivotTable tabour workbookformatting
01+02407/17/2011  01+024Monthly Budget - Detail                                  Page 5 of 19Month          Qtr    Categor...
01+02407/17/201101+024Monthly Budget - Detail        Page 6 of 19
01+02407/17/2011   01+024Monthly Budget - Detail                                                               Page 7 of 1...
01+02407/17/201101+024Monthly Budget - Detail        Page 8 of 19                                    To add new items to t...
01+02407/17/2011             01+024Monthly Budget - Detail                                      Page 9 of 19arrow inng cel...
01+02407/17/2011             01+024Monthly Budget - Detail       Page 10 of 19 items to thetart typing in the  beneath the...
Annual Income Report                                                                    Edit your income data on the Incom...
come data on the Income Details sheet. Whenour data, the report that you see here updateslly.elow is a PivotTable. After y...
ch as the table at left, makes it easy for youdata in different ways. When you click in theTable Builder window appears, f...
01+02407/17/2011  01+024Monthly Budget - Detail                                                                           ...
Budget Line Item Lookup   Budget Category Lookup   Income Line Item LookupOffice                    Personnel             ...
These lists populate the options thatappear in the pop-up lists you see in theExpense Details and Income Details sheets.Ed...
DPCacheMonth      Qtr     Category    Line ItemJanuary    Qtr 1   Personnel   OfficeJanuary    Qtr 1   Personnel   Salespe...
DPCacheJuly        Qtr 3   Operating   Office suppliesAugust      Qtr 3   Personnel   OfficeAugust      Qtr 3   Personnel ...
DPCache_2Month       Qtr     Line ItemJanuary     Qtr 1   Net SalesFebruary    Qtr 1   Net SalesMarch       Qtr 1   Net Sa...
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Wireless1BlankBudget

  1. 1. Annual Budget OverviewBudget Totals Estimated Actual DifferenceTotal Income $520,491 $555,401 $34,910Total Expenses $100 $0 $100Difference $520,391 $555,401 $35,010 Easily apply your own branding to this template. This template is formatted using themes that enable you to apply fonts, colors, and graphic formatting effects throughout the workbook with just a click. Find themes on the Home tab, in the Themes group. Select from dozens of built-in themes available in the Themes gallery or find options to change just the theme fonts or theme colors.
  2. 2. Annual Expense Report Edit your expense data on the When you enter your data, theEstimated Annual Expenses $100 updates automatically.Actual Annual Expenses $0 The table below is a PivotTabl data on the Expense Details s table and then click Refresh DDifference $100 table and the chart.Month (All)Qtr (All) ValuesRow Labels Estimated Total Actual Total Variance TotalPersonnel $0 $0 $0 Office $0 $0 $0 Salespeople $0 $0 $0Operating $100 $0 $100 Advertising $0 $0 $0 Delivery Costs $0 $0 $0 Insurance $100 $100 Legal and Auditing $0 $0 $0 Office supplies $0 $0 $0 Utilities $0 $0 $0(blank) $0 $0Totals $100 $0 $100
  3. 3. Edit your expense data on the Expense Details sheet.When you enter your data, the report that you see hereupdates automatically.The table below is a PivotTable. After you update yourdata on the Expense Details sheet, right-click in thetable and then click Refresh Data to update both thetable and the chart. A PivotTable, such as the table at left, makes it easy for you to look at your data in different ways. Prior Year Total Prior Year Variance Total When you click in the table, the PivotTable Builder $0 $0 window appears, from which you can add or remove fields from the table. $0 $0 $0 $0 When you click in the PivotTable, a PivotTable tab also appears on the Ribbon above your workbook $0 $0 window, providing many options for formatting $0 $0 and editing the PivotTable. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
  4. 4. t, makes it ifferent ways.tTable Buildern add or ivotTable tabour workbookformatting
  5. 5. 01+02407/17/2011 01+024Monthly Budget - Detail Page 5 of 19Month Qtr Category Line Item Estimated ActualJuly Qtr 3 Personnel Office $0 $0July Qtr 3 Personnel Salespeople $0 $0July Qtr 3 Operating Advertising $0 $0July Qtr 3 Operating Delivery Costs $0 $0July Qtr 3 Operating Legal and Auditing $0 $0July Qtr 3 Operating Office supplies $0 $0August Qtr 3 Personnel Office $0 $0August Qtr 3 Personnel Salespeople $0 $0August Qtr 3 Operating Advertising $0 $0August Qtr 3 Operating Delivery Costs $0 $0August Qtr 3 Operating Legal and Auditing $0 $0August Qtr 3 Operating Office supplies $0 $0September Qtr 3 Personnel Office $0 $0September Qtr 3 Personnel Salespeople $0 $0September Qtr 3 Operating Advertising $0 $0September Qtr 3 Operating Delivery Costs $0 $0September Qtr 3 Operating Legal and Auditing $0 $0September Qtr 3 Operating Office supplies $0 $0October Qtr 4 Personnel Office $0 $0October Qtr 4 Personnel Salespeople $0 $0October Qtr 4 Operating Advertising $0 $0October Qtr 4 Operating Delivery Costs $0 $0October Qtr 4 Operating Legal and Auditing $0 $0October Qtr 4 Operating Office supplies $0 $0November Qtr 4 Personnel Office $0 $0November Qtr 4 Personnel Salespeople $0 $0November Qtr 4 Operating Advertising $0 $0November Qtr 4 Operating Delivery Costs $0 $0November Qtr 4 Operating Legal and Auditing $0 $0November Qtr 4 Operating Office supplies $0 $0December Qtr 4 Personnel Office $0 $0December Qtr 4 Personnel Salespeople $0 $0December Qtr 4 Operating Advertising $0 $0December Qtr 4 Operating Delivery Costs $0 $0December Qtr 4 Operating Legal and Auditing $0 $0December Qtr 4 Operating Office supplies $0 $0January Qtr 1 Operating Insurance $100 $0
  6. 6. 01+02407/17/201101+024Monthly Budget - Detail Page 6 of 19
  7. 7. 01+02407/17/2011 01+024Monthly Budget - Detail Page 7 of 19Variance Prior Year Prior Year Variance Actual - Prior Overview Click the arrow in $0 $0 $0 $0 any heading cell in this table for sort $0 $0 $0 $0 and filter options. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Edit the data on this sh $0 $0 $0 $0 expense report and pr $0 $0 $0 $0 You can edit data in co $0 $0 $0 $0 and J are calculated au $0 $0 $0 $0 When you click in a ce $0 $0 $0 $0 list of options from wh $0 $0 $0 $0 Lookup Lists sheet in $0 $0 $0 $0 The bars shown in the $0 $0 $0 $0 formatting that update $0 $0 $0 $0 cost. $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $100 $0 $0 0 $0 $0 $0 0 $0 $0 $0 0 $0 $0 $0 0 $0 $0 $0 0
  8. 8. 01+02407/17/201101+024Monthly Budget - Detail Page 8 of 19 To add new items to the table, just start typing in the row directly beneath the table and the table expands automatically. The report sheets automatically recognize your additional data when the table expands.
  9. 9. 01+02407/17/2011 01+024Monthly Budget - Detail Page 9 of 19arrow inng cell infor sortoptions.t the data on this sheet with your own information to update the ense report and profit-loss summary sheets.u can edit data in columns A through E, and column H. Columns F, G, I,d J are calculated automatically. en you click in a cell in the Category and Line Item columns, you see a of options from which to select. You can edit those lists on theokup Lists sheet in this workbook.e bars shown in the Actual-Prior Overview column are conditionalmatting that updates to show the relative actual cost vs. prior year t.
  10. 10. 01+02407/17/2011 01+024Monthly Budget - Detail Page 10 of 19 items to thetart typing in the beneath thee table expandsly. The reportmaticallyour additionalhe table expands.
  11. 11. Annual Income Report Edit your income data on the Income Details sheet. W Projected Annual Revenue $520,491 you enter your data, the report that you see here upd automatically. Actual Annual Revenue $555,401 The table below is a PivotTable. After you update yo data on the Expense Details sheet, right-click in the and then click Refresh Data to update both the table Difference $34,910 the chart.Month (All)Qtr (All) ValuesRow Labels Estimated Total Actual Total Variance TotalNet Sales $503,985 $539,678 $35,693Interest Income $12,746 $11,888 ($858)Sale of Assets (Gain/Loss) $3,760 $3,835 $75Totals $520,491 $555,401 $34,910
  12. 12. come data on the Income Details sheet. Whenour data, the report that you see here updateslly.elow is a PivotTable. After you update your Expense Details sheet, right-click in the tableick Refresh Data to update both the table and A PivotTable, such as the table at left, makes it easy for yo to look at your data in different ways. When you click in th Prior Year Total Prior Year Variance Total table, the PivotTable Builder window appears, from which $354,056 $185,622 you can add or remove fields from the table. $12,388 ($500) When you click in the PivotTable, a PivotTable tab also $3,319 $516 appears on the Ribbon above your workbook window, $369,763 $185,638 providing many options for formatting and editing the PivotTable.
  13. 13. ch as the table at left, makes it easy for youdata in different ways. When you click in theTable Builder window appears, from which remove fields from the table.in the PivotTable, a PivotTable tab alsoRibbon above your workbook window, options for formatting and editing the
  14. 14. 01+02407/17/2011 01+024Monthly Budget - Detail Page 14 of 19Month Qtr Line Item Estimated Actual Variance Prior Year Prior Year Variance Actual - Prior Overview Click the arrow inJanuary Qtr 1 Net Sales $180,000 $200,000 $20,000 $96,710 $103,290 $103,290 any heading cell in this table for sortFebruary Qtr 1 Net Sales $18,570 $18,493 ($77) $15,992 $2,501 $2,501 and filter options.March Qtr 1 Net Sales $16,427 $16,768 $341 $9,070 $7,698 $7,698April Qtr 2 Net Sales $18,867 $16,774 ($2,093) $16,267 $507 $507May Qtr 2 Net Sales $17,453 $15,033 ($2,420) $16,417 ($1,384) ($1,384)June Qtr 2 Net Sales $15,904 $15,835 ($69) $15,465 $370 $370July Qtr 3 Net Sales $15,328 $19,556 $4,228 $5,896 $13,660 $13,660 Edit the data on this sheet with yourAugust Qtr 3 Net Sales $7,710 $5,823 ($1,887) $8,516 ($2,693) ($2,693) own information to update the income report and profit-loss summarySeptember Qtr 3 Net Sales $7,026 $5,230 ($1,796) $5,988 ($758) ($758) sheets.October Qtr 4 Net Sales $6,700 $7,050 $350 $6,505 $545 $545 You can edit data in columns ANovember Qtr 4 Net Sales $80,000 $86,549 $6,549 $72,663 $13,886 $13,886 through E, and column G. Columns F,December Qtr 4 Net Sales $120,000 $132,567 $12,567 $84,567 $48,000 $48,000 H, and I are calculated automatically.January Qtr 1 Interest Income $2,000 $1,800 ($200) $1,178 $622 $622 When you click in a cell in the LineFebruary Qtr 1 Interest Income $1,800 $1,930 $130 $1,942 ($12) ($12) Item column, you see a list of optionsMarch Qtr 1 Interest Income $810 $616 ($194) $906 ($290) ($290) from which to select. You can edit that list on the Lookup Lists sheet in thisApril Qtr 2 Interest Income $929 $1,075 $146 $944 $131 $131 workbook.May Qtr 2 Interest Income $862 $943 $81 $692 $251 $251 The bars shown in the Actual-PriorJune Qtr 2 Interest Income $1,085 $568 ($517) $888 ($320) ($320) Overview column are conditionalJuly Qtr 3 Interest Income $1,153 $887 ($266) $1,181 ($294) ($294) formatting that updates to show the relative actual income vs. prior year.August Qtr 3 Interest Income $546 $846 $300 $1,132 ($286) ($286)September Qtr 3 Interest Income $706 $720 $14 $1,073 ($353) ($353)October Qtr 4 Interest Income $923 $827 ($96) $1,056 ($229) ($229)November Qtr 4 Interest Income $793 $829 $36 $705 $124 $124December Qtr 4 Interest Income $1,139 $847 ($292) $691 $156 $156January Qtr 1 Sale of Assets (Gain/Loss) $0 $0 $0 $0 $0 $0February Qtr 1 Sale of Assets (Gain/Loss) $800 $930 $130 $942 ($12) ($12)March Qtr 1 Sale of Assets (Gain/Loss) $0 $0 $0 $0 $0 $0April Qtr 2 Sale of Assets (Gain/Loss) $929 $1,075 $146 $944 $131 $131May Qtr 2 Sale of Assets (Gain/Loss) $862 $943 $81 $692 $251 $251June Qtr 2 Sale of Assets (Gain/Loss) $0 $0 $0 $0 $0 $0 To add new items to the table, just start typing in the row directlyJuly Qtr 3 Sale of Assets (Gain/Loss) $30 $40 $10 $50 ($10) ($10) beneath the table and the tableAugust Qtr 3 Sale of Assets (Gain/Loss) $0 $0 $0 $0 $0 $0 expands automatically. The report sheets automatically recognize yourSeptember Qtr 3 Sale of Assets (Gain/Loss) $0 $0 $0 $0 $0 $0 additional data when the tableOctober Qtr 4 Sale of Assets (Gain/Loss) $0 $0 $0 $0 $0 $0 expands.November Qtr 4 Sale of Assets (Gain/Loss) $0 $0 $0 $0 $0 $0December Qtr 4 Sale of Assets (Gain/Loss) $1,139 $847 ($292) $691 $156 $156
  15. 15. Budget Line Item Lookup Budget Category Lookup Income Line Item LookupOffice Personnel Net SalesStore Operating Interest IncomeSalespeople Sale of Assets (Gain/Loss)OthersAdvertisingBad DebtsCash DiscountsDelivery CostsDepreciationDues and SubscriptionsEmployee BenefitsInsuranceInterestLegal and AuditingMaintenance and RepairsOffice suppliesPostageRent or mortgageSales expensesShipping and storageSuppliesTaxesTelephoneUtilities
  16. 16. These lists populate the options thatappear in the pop-up lists you see in theExpense Details and Income Details sheets.Edit the existing values as needed. To addadditional values, begin typing in the celldirectly beneath the last existing entry andthe list will automatically expand.
  17. 17. DPCacheMonth Qtr Category Line ItemJanuary Qtr 1 Personnel OfficeJanuary Qtr 1 Personnel SalespeopleJanuary Qtr 1 Operating AdvertisingJanuary Qtr 1 Operating Delivery CostsJanuary Qtr 1 Operating Legal and AuditingJanuary Qtr 1 Operating Office suppliesFebruary Qtr 1 Personnel OfficeFebruary Qtr 1 Personnel SalespeopleFebruary Qtr 1 Operating AdvertisingFebruary Qtr 1 Operating Delivery CostsFebruary Qtr 1 Operating Legal and AuditingFebruary Qtr 1 Operating Office suppliesMarch Qtr 1 Personnel OfficeMarch Qtr 1 Personnel SalespeopleMarch Qtr 1 Operating AdvertisingMarch Qtr 1 Operating Delivery CostsMarch Qtr 1 Operating Legal and AuditingMarch Qtr 1 Operating Office suppliesApril Qtr 2 Personnel OfficeApril Qtr 2 Personnel SalespeopleApril Qtr 2 Operating AdvertisingApril Qtr 2 Operating Delivery CostsApril Qtr 2 Operating Legal and AuditingApril Qtr 2 Operating Office suppliesMay Qtr 2 Personnel OfficeMay Qtr 2 Personnel SalespeopleMay Qtr 2 Operating AdvertisingMay Qtr 2 Operating Delivery CostsMay Qtr 2 Operating Legal and AuditingMay Qtr 2 Operating Office suppliesJune Qtr 2 Personnel OfficeJune Qtr 2 Personnel SalespeopleJune Qtr 2 Operating AdvertisingJune Qtr 2 Operating Delivery CostsJune Qtr 2 Operating Legal and AuditingJune Qtr 2 Operating Office suppliesJune Qtr 2 Operating UtilitiesJuly Qtr 3 Personnel OfficeJuly Qtr 3 Personnel SalespeopleJuly Qtr 3 Operating AdvertisingJuly Qtr 3 Operating Delivery CostsJuly Qtr 3 Operating Legal and Auditing Page 17
  18. 18. DPCacheJuly Qtr 3 Operating Office suppliesAugust Qtr 3 Personnel OfficeAugust Qtr 3 Personnel SalespeopleAugust Qtr 3 Operating AdvertisingAugust Qtr 3 Operating Delivery CostsAugust Qtr 3 Operating Legal and AuditingAugust Qtr 3 Operating Office suppliesSeptember Qtr 3 Personnel OfficeSeptember Qtr 3 Personnel SalespeopleSeptember Qtr 3 Operating AdvertisingSeptember Qtr 3 Operating Delivery CostsSeptember Qtr 3 Operating Legal and AuditingSeptember Qtr 3 Operating Office suppliesOctober Qtr 4 Personnel OfficeOctober Qtr 4 Personnel SalespeopleOctober Qtr 4 Operating AdvertisingOctober Qtr 4 Operating Delivery CostsOctober Qtr 4 Operating Legal and AuditingOctober Qtr 4 Operating Office suppliesNovember Qtr 4 Personnel OfficeNovember Qtr 4 Personnel SalespeopleNovember Qtr 4 Operating AdvertisingNovember Qtr 4 Operating Delivery CostsNovember Qtr 4 Operating Legal and AuditingNovember Qtr 4 Operating Office suppliesDecember Qtr 4 Personnel OfficeDecember Qtr 4 Personnel SalespeopleDecember Qtr 4 Operating AdvertisingDecember Qtr 4 Operating Delivery CostsDecember Qtr 4 Operating Legal and AuditingDecember Qtr 4 Operating Office suppliesJanuary Qtr 1 Operating Insurance Page 18
  19. 19. DPCache_2Month Qtr Line ItemJanuary Qtr 1 Net SalesFebruary Qtr 1 Net SalesMarch Qtr 1 Net SalesApril Qtr 2 Net SalesMay Qtr 2 Net SalesJune Qtr 2 Net SalesJuly Qtr 3 Net SalesAugust Qtr 3 Net SalesSeptember Qtr 3 Net SalesOctober Qtr 4 Net SalesNovember Qtr 4 Net SalesDecember Qtr 4 Net SalesJanuary Qtr 1 Interest IncomeFebruary Qtr 1 Interest IncomeMarch Qtr 1 Interest IncomeApril Qtr 2 Interest IncomeMay Qtr 2 Interest IncomeJune Qtr 2 Interest IncomeJuly Qtr 3 Interest IncomeAugust Qtr 3 Interest IncomeSeptember Qtr 3 Interest IncomeOctober Qtr 4 Interest IncomeNovember Qtr 4 Interest IncomeDecember Qtr 4 Interest IncomeJanuary Qtr 1 Sale of Assets (Gain/Loss)February Qtr 1 Sale of Assets (Gain/Loss)March Qtr 1 Sale of Assets (Gain/Loss)April Qtr 2 Sale of Assets (Gain/Loss)May Qtr 2 Sale of Assets (Gain/Loss)June Qtr 2 Sale of Assets (Gain/Loss)July Qtr 3 Sale of Assets (Gain/Loss)August Qtr 3 Sale of Assets (Gain/Loss)September Qtr 3 Sale of Assets (Gain/Loss)October Qtr 4 Sale of Assets (Gain/Loss)November Qtr 4 Sale of Assets (Gain/Loss)December Qtr 4 Sale of Assets (Gain/Loss) Page 19

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