The document shows monthly expense tracking sheets for January, February, and March. It demonstrates how to link cells across worksheets to calculate running totals for expenses by using formulas that reference cell values from the previous month's worksheet. This allows the user to see year-to-date expense totals that automatically update as new monthly data is added each period.
1. YEARLY EXPENSES
Date Expense Bill Food Gas Entertainment Total
1/1/2010 $50.00 $10.00 $20.00 $5.00 $85.00
1/2/2010 $0.00
1/3/2010 $0.00
1/4/2010 $0.00
1/5/2010 $0.00
1/6/2010 $0.00
1/7/2010 $0.00
1/8/2010 $0.00
1/9/2010 $0.00
1/10/2010 $0.00
1/11/2010 $10.00 $10.00
1/12/2010 $5.00 $5.00
1/13/2010 $0.00
1/14/2010 $0.00
1/15/2010 $15.00 $15.00
1/16/2010 $0.00
1/17/2010 $0.00
1/18/2010 $25.00 $25.00
1/19/2010 $0.00
1/20/2010 $0.00
1/21/2010 $0.00
1/22/2010 $0.00
1/23/2010 $0.00
1/24/2010 $0.00
1/25/2010 $0.00
1/26/2010 $0.00
1/27/2010 $0.00
1/28/2010 $0.00
1/29/2010 $0.00
1/30/2010 $0.00
1/31/2010 $0.00
Totals $75.00 $20.00 $35.00 $10.00 $140.00
Year to date $75.00 $20.00 $35.00 $10.00 $140.00
Average per day $2.42 $0.65 $1.13 $0.32 $4.52
Mick talked about how to link one
worksheet to another such as this
one where cell C35 in January is
linked to cell C33 in February.
Formula is =January!C35+C32
and is placed in cell C33 in the
February worksheet.
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2. Date Expense Bill Food Gas Entertainment Total
2/1/2010 $0.00
2/2/2010 $0.00
2/3/2010 $0.00
2/4/2010 $0.00
2/5/2010 $0.00
2/6/2010 $10.00 $5.00 $15.00
2/7/2010 $0.00
2/8/2010 $0.00
2/9/2010 $0.00
2/10/2010 $0.00
2/11/2010 $0.00
2/12/2010 $0.00
2/13/2010 $0.00
2/14/2010 $0.00
2/15/2010 $0.00
2/16/2010 $0.00
2/17/2010 $0.00
2/18/2010 $0.00
2/19/2010 $0.00
2/20/2010 $0.00
2/21/2010 $0.00
2/22/2010 $0.00
2/23/2010 $0.00
2/24/2010 $0.00
2/25/2010 $0.00
2/26/2010 $0.00
2/27/2010 $0.00
2/28/2010 $0.00
Totals $10.00 $0.00 $5.00 $0.00 $15.00
Year to date $85.00 $20.00 $40.00 $10.00 $155.00
Average per day $0.34 $0.00 $0.17 $0.00 $0.52
Mick talked about how to link one
worksheet to another such as this
one where cell C35 in January is
linked to cell C33 in February.
Formula is =January!C35+C32
and is placed in cell C33 in the
February worksheet. Carry the
formula across all columns so
that you pull each column total
from the prior worksheet.
3. Date Expense Bill Food Gas Entertainment Total
3/1/2010 $0.00
3/2/2010 $0.00
3/3/2010 $100.00 $100.00
3/4/2010 $0.00
3/5/2010 $0.00
3/6/2010 $0.00
3/7/2010 $0.00
3/8/2010 $0.00
3/9/2010 $0.00
3/10/2010 $20.00 $20.00
3/11/2010 $0.00
3/12/2010 $0.00
3/13/2010 $0.00
3/14/2010 $0.00
3/15/2010 $0.00
3/16/2010 $0.00
3/17/2010 $0.00
3/18/2010 $0.00
3/19/2010 $0.00
3/20/2010 $0.00
3/21/2010 $0.00
3/22/2010 $0.00
3/23/2010 $0.00
3/24/2010 $0.00
3/25/2010 $0.00
3/26/2010 $0.00
3/27/2010 $0.00
3/28/2010 $0.00
3/29/2010 $0.00
3/30/2010 $0.00
3/31/2010 $0.00
Totals $100.00 $0.00 $0.00 $20.00 $120.00
Year to date $0.00 $20.00 $40.00 $30.00 $275.00
Average per day $3.23 $0.00 $0.00 $0.65 $3.87
Here the formula is =February!
C33+C34 in the March
worksheet. Carry the formula
across all columns. Just continue
to use the prior month's
worksheet name in the current
worksheet to bring forward the
total and thus create a "Year to
Date" running total.