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Monthly Personal Expenses Spreadsheet

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Published at Monday, May 31st 2021, 20:21:27 PM. Expenses Spreadsheet. By Leola Griffith.

I like using spreadsheets for monetary goals because of the functions I can use. If you are working towards a savings goal, using a word processor or writing them out will require constant updating. With a spreadsheet, you can simple add in how much more youve saved, and if you had the right formulas set up, it will do it all for you. First, set up a different sheet for your long term goals and your short term goals. You can have long term goals and then break them up into short term goals as well as have separate goals. Make the sheet look appealing with bold headers and colors. If you dont know how to use excel or other spreadsheet programs, you really only need the basics. Search the net to find out how to get started with spreadsheets.

Change the Comment Font or Background Colour This is easy to do but needs to be done through your operating system not in Excel. For Windows 7: 1. Right-click the desktop and choose Personalize 2. Click Window Color at the bottom of the box that opens 3. Click Advanced Appearance Settings 4. Under Item, click the drop-down arrow and choose ToolTip 5. Make changes to the look of the ToolTip 6. Click OK 7. Click Save changes Any comments that already exist will remain unchanged, but new ones will take on the modified properties. Change the Shape of the Comment The command that allows you to do this is not on a ribbon, so you need to add it to your Quick Access Toolbar. 1. Choose More Commands from the QAT drop-down 2. Change Choose commands from to All Commands 3. Highlight Change Shape and click Add to include it in your QAT 4. OK the dialog box 5. Select the cell with the comment you want to change the shape of 6. Click Edit Comment in the ribbon 7. Hover your mouse along the edge of the comment until the cursor changes to the four way arrow and then click If the Change Shape command you added to the QAT continues to be greyed-out repeat step 7. The comment box must be active for the command to be useable. 8. Click the Change Shape button and choose the shape you want

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Next, add the dollar amount of your goals and the time in month or years. The long term goals will probably be in years and the short term goals in months. Set up a formula to divide the total goal amount by the goal length in months. This is the amount you need to save each month to achieve your goals. Set up a budget to help you save more money if you feel you cant make your goal savings each month. For extra help, open up another sheet and record your progress. Every week or every month write about how you are reaching your goals and if you are able to save the minimum each month. Try to save a little more each month and cut down on your time table, or if you can reach your monthly goal, adjust it. With this plan, you can include goals to save for big items such as a car or house, or to pay down debt.

Next, add the dollar amount of your goals and the time in month or years. The long term goals will probably be in years and the short term goals in months. Set up a formula to divide the total goal amount by the goal length in months. This is the amount you need to save each month to achieve your goals. Set up a budget to help you save more money if you feel you cant make your goal savings each month. For extra help, open up another sheet and record your progress. Every week or every month write about how you are reaching your goals and if you are able to save the minimum each month. Try to save a little more each month and cut down on your time table, or if you can reach your monthly goal, adjust it. With this plan, you can include goals to save for big items such as a car or house, or to pay down debt.

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