Build a monthly budget
Build a budget that totals your spending by category, shows what's left of each plan and turns red when a category goes over.
In this lesson
=SUMIF(category range, category, amount range)adds the amounts of one category.- Left = Planned minus Spent. A negative Left means over budget; 0 means exactly on plan.
- % left = Left divided by Planned, formatted as a percent.
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Delete repeated rows from a merged list, and choose which columns decide what counts as a duplicate.
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Where it sits in Real-world projects
- Build a monthly budgetThis lesson14 min
- Invoice template14 min
- Timesheet with overtime12 min
- Inventory tracker with low-stock alerts14 min
- Expense report13 min
- Project tracker with status and due dates14 min
The steps
13 steps: 4 explanations, 7 Do this, 2 questions, then Your turn.
Try a free lesson first
Delete repeated rows from a merged list, and choose which columns decide what counts as a duplicate.
Confident · 9 min · Free, with no sign-up
Do the free lesson on your computer.
Send yourself the link and open it on a laptop or desktop.
On your computer, go tolearnford.com/go/2R5R