1                           How to Create a                        Useful Expense List                                    ...
2    Useful Expense List?         A LIST YOU CAN MAKE            SENSE OF LATERSid Macatol - How to Create a Useful Expens...
3    Useful Expense List?        A list that can answer,      “How much did I spend on         _______?” anytimeSid Macato...
4    Useful Expense List?          1.     Small scissors … P20!          2.     Adhesive tape … P30!          3.     Jolli...
Where do we use Expense                              5    Lists?      ousehold Expenses     H      roject Expenses     P...
6    Software to Use      ICROSOFT EXCEL     MSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
7    Open a spreadsheetSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
8    Create three columnsSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
9    The “ITEM” Column      pecific Description of Item Purchased     SSid Macatol - How to Create a Useful Expense List ...
10    The “AMOUNT” Column      he amount of cash disbursed or paid     TSid Macatol - How to Create a Useful Expense List...
11    The “CATEGORY” Column      he particulars of the expense     T     summary that you wantSid Macatol - How to Create...
Add a ‘nothing follows’ row.                         12    This row is very important.Sid Macatol - How to Create a Useful...
13                    Additional rows                   must be inserted                  only above ‘nothing             ...
14                       Never insert rows                        below “nothing                         follows” rowSid M...
15                   If you violate this                  rule, then this won’t                      work for youSid Macat...
16    Add a “TOTAL” rowSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
Jump to cell under “Amount”                          17    and opposite “Total”Sid Macatol - How to Create a Useful Expens...
18    Sum all the cells above itSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
Select all cells under                               19    ‘Amount’ down to the TotalSid Macatol - How to Create a Useful ...
20    Click ‘comma’ iconSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
21    Double click on the tab nameSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
22    Rename to ‘Expense List’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
23    Click the “+” iconSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
24    You just created a new tabSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
25    Double-click on tab nameSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
Rename to                                            26    ‘Expense Summary’Sid Macatol - How to Create a Useful Expense L...
Make two columns in the                              27    Expense Summary tabSid Macatol - How to Create a Useful Expense...
28    Type the categories hereSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
Make sure you have the                               29    ‘nothing follows’ rowSid Macatol - How to Create a Useful Expen...
30                     Again, do not play                       around with the                      “nothing follows”    ...
31    Add the ‘TOTAL’ rowSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
Sum all cells above the ‘Total’                      32    cell under ‘Amount’Sid Macatol - How to Create a Useful Expense...
Select all cells under                               33    ‘Amount’Sid Macatol - How to Create a Useful Expense List   Dec...
34    Click the ‘comma’ iconSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
Select all categories,                               35    including ‘nothing follows’Sid Macatol - How to Create a Useful...
36    Click ‘Insert’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
37    Hover your mouse on ‘Name’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
38    Click ‘Define’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
39    You’ll see this boxSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
40    Rename to ‘CATEGORY’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
41                  CATEGORY is now                  a name for a range                       of cellsSid Macatol - How to...
42                   CATEGORY is a                     range of cells                    containing the                  e...
43                     You will use the                    CATEGORY range                       name later.Sid Macatol - H...
44    Click ‘OK’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
45    Click Expense List TabSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
46    Select cells under ‘Category’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
47    Click ‘Data’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
48    Click ‘Validation’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
49    Click menu for ‘Allow’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
50    Choose ‘List’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
51    Type ‘=CATEGORY’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
52                    You remember                   CATEGORY, right?Sid Macatol - How to Create a Useful Expense List   D...
53                  That’s the name of                 the array containing                     the expense               ...
54    I mean, these . . .Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
55    Click ‘OK’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
56    Click this iconSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
These are the expense                                57    categories you defined earlierSid Macatol - How to Create a Use...
58    Click ‘Supplies’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
59    No need to type, right?Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
60    Try typing something elseSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
61    It won’t be acceptedSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
62    Click ‘Cancel’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
63    Highlight the cells as shownSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
64    Click “Insert” from main menuSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
65    Select “Name”Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
66    Click “Define”Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
67    Name it as “Expenses”Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
68                      The EXPENSES                    cell range contains                     two columns. You          ...
69    Click ‘OK’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
70    Highlight cells under ‘Amount’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
71    Click ‘Insert’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
72    Select Name-DefineSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
73    Name the range “Amount”Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
74                The AMOUNT cell               range contains only               one column. Again,              you will...
75    Click ‘OK’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
76    Encode the expenses nowSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
To add rows, highlight rows                          77    from ‘nothing follows’ downSid Macatol - How to Create a Useful...
78    Click “Insert”Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
79    Click “Rows”Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
80    Continue encodingSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
81    Once done, click SummarySid Macatol - How to Create a Useful Expense List   Dec 10, 2010
82    Go to cell B2Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
83    Encode the SUMIF() formulaSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
84    Values we will use      ange = EXPENSES     r      riteria = {cell to the left}     c      um_range = AMOUNT     ...
85                       Of course, you                     recall EXPENSES                       and AMOUNT,             ...
86                              They are cell                             ranges that we                             defin...
87    Our formula looks this waySid Macatol - How to Create a Useful Expense List   Dec 10, 2010
88    Click on the cellSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
89    Click and drag downSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
90    That’s your live summarySid Macatol - How to Create a Useful Expense List   Dec 10, 2010
91    Click ‘Expense List’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
92    Add a rowSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
93    Add another entrySid Macatol - How to Create a Useful Expense List   Dec 10, 2010
94    Click ‘Expense Summary’Sid Macatol - How to Create a Useful Expense List   Dec 10, 2010
95    Updating is automaticSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
Spice it Up if you like with                         96    percentagesSid Macatol - How to Create a Useful Expense List   ...
Or, spice it up with budgets                         97    and variancesSid Macatol - How to Create a Useful Expense List ...
98                               Set it up onceSid Macatol - How to Create a Useful Expense List   Dec 10, 2010
99                       Enjoy its                  convenience for life                          Sid Macatol - How to Cr...
100    Thanks for watching the slides.    Polite comments are welcome at    http://virtualsidekick.blogspot.com    You may...
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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 control of how they spend their money.

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How to Create a Useful Expense List

  1. 1. 1 How to Create a Useful Expense List Sid MacatolSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  2. 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. 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. 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. 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. 6 Software to Use   ICROSOFT EXCEL MSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  7. 7. 7 Open a spreadsheetSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  8. 8. 8 Create three columnsSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  9. 9. 9 The “ITEM” Column   pecific Description of Item Purchased SSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  10. 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. 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. 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. 13 Additional rows must be inserted only above ‘nothing follows’ rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  14. 14. 14 Never insert rows below “nothing follows” rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  15. 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. 16 Add a “TOTAL” rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  17. 17. Jump to cell under “Amount” 17 and opposite “Total”Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  18. 18. 18 Sum all the cells above itSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  19. 19. Select all cells under 19 ‘Amount’ down to the TotalSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  20. 20. 20 Click ‘comma’ iconSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  21. 21. 21 Double click on the tab nameSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  22. 22. 22 Rename to ‘Expense List’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  23. 23. 23 Click the “+” iconSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  24. 24. 24 You just created a new tabSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  25. 25. 25 Double-click on tab nameSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  26. 26. Rename to 26 ‘Expense Summary’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  27. 27. Make two columns in the 27 Expense Summary tabSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  28. 28. 28 Type the categories hereSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  29. 29. Make sure you have the 29 ‘nothing follows’ rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  30. 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. 31 Add the ‘TOTAL’ rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  32. 32. Sum all cells above the ‘Total’ 32 cell under ‘Amount’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  33. 33. Select all cells under 33 ‘Amount’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  34. 34. 34 Click the ‘comma’ iconSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  35. 35. Select all categories, 35 including ‘nothing follows’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  36. 36. 36 Click ‘Insert’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  37. 37. 37 Hover your mouse on ‘Name’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  38. 38. 38 Click ‘Define’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  39. 39. 39 You’ll see this boxSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  40. 40. 40 Rename to ‘CATEGORY’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  41. 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. 42 CATEGORY is a range of cells containing the expense categoriesSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  43. 43. 43 You will use the CATEGORY range name later.Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  44. 44. 44 Click ‘OK’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  45. 45. 45 Click Expense List TabSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  46. 46. 46 Select cells under ‘Category’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  47. 47. 47 Click ‘Data’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  48. 48. 48 Click ‘Validation’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  49. 49. 49 Click menu for ‘Allow’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  50. 50. 50 Choose ‘List’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  51. 51. 51 Type ‘=CATEGORY’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  52. 52. 52 You remember CATEGORY, right?Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  53. 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. 54 I mean, these . . .Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  55. 55. 55 Click ‘OK’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  56. 56. 56 Click this iconSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  57. 57. These are the expense 57 categories you defined earlierSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  58. 58. 58 Click ‘Supplies’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  59. 59. 59 No need to type, right?Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  60. 60. 60 Try typing something elseSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  61. 61. 61 It won’t be acceptedSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  62. 62. 62 Click ‘Cancel’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  63. 63. 63 Highlight the cells as shownSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  64. 64. 64 Click “Insert” from main menuSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  65. 65. 65 Select “Name”Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  66. 66. 66 Click “Define”Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  67. 67. 67 Name it as “Expenses”Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  68. 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. 69 Click ‘OK’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  70. 70. 70 Highlight cells under ‘Amount’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  71. 71. 71 Click ‘Insert’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  72. 72. 72 Select Name-DefineSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  73. 73. 73 Name the range “Amount”Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  74. 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. 75 Click ‘OK’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  76. 76. 76 Encode the expenses nowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  77. 77. To add rows, highlight rows 77 from ‘nothing follows’ downSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  78. 78. 78 Click “Insert”Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  79. 79. 79 Click “Rows”Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  80. 80. 80 Continue encodingSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  81. 81. 81 Once done, click SummarySid Macatol - How to Create a Useful Expense List Dec 10, 2010
  82. 82. 82 Go to cell B2Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  83. 83. 83 Encode the SUMIF() formulaSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  84. 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. 85 Of course, you recall EXPENSES and AMOUNT, right?Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  86. 86. 86 They are cell ranges that we defined earlierSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  87. 87. 87 Our formula looks this waySid Macatol - How to Create a Useful Expense List Dec 10, 2010
  88. 88. 88 Click on the cellSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  89. 89. 89 Click and drag downSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  90. 90. 90 That’s your live summarySid Macatol - How to Create a Useful Expense List Dec 10, 2010
  91. 91. 91 Click ‘Expense List’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  92. 92. 92 Add a rowSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  93. 93. 93 Add another entrySid Macatol - How to Create a Useful Expense List Dec 10, 2010
  94. 94. 94 Click ‘Expense Summary’Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  95. 95. 95 Updating is automaticSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  96. 96. Spice it Up if you like with 96 percentagesSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  97. 97. Or, spice it up with budgets 97 and variancesSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  98. 98. 98 Set it up onceSid Macatol - How to Create a Useful Expense List Dec 10, 2010
  99. 99. 99 Enjoy its convenience for life Sid Macatol - How to Create a Useful Expense List Dec 10, 2010
  100. 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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