And you can make a summary of the expense per category and mediums. So, while entering the expense you can easily select options from the drop-down list. Now, you will create drop-down list options in the M edium and C ategory columns in the Expense table. □ Step 3: Create Drop-Down List in Medium and Category Columns You can edit these to add or remove categories as per your use. Also, I have added a list of categories for example. Then, add the list of probable expense categories in the Expense Category column.You will add your Bank Account Names, Credit Cards, or mobile Financial Services here. I have inserted some items here for example. Now, add the list of transaction mediums in the Medium Column that you use.□ Step 2: Insert Transaction Medium and Expense Category Lists It will help you to make a summary of the month’s expenses. Expense Category: Here, you will list the E xpense Category items.Transfer Amount: Here, you will add the transferred Amount From one medium To another.Net Balance: Here, you will insert the list of transaction Mediums, Start balance of each medium, and the P resent balance.You can add a column to add N otes for expenses. Expense Table: In this table, you will add columns for D ate, Description of the E xpense, Category of the E xpense, Medium of transactions and F orecast amount, and the A ctual amount. ![]() So you can see how much amount you have in each M edium.įirst, create a blank template in a new worksheet.
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