Monthly Excel Budget Template | How to Cashflow with Daily Income, Expenses, Budget

In this Excel video tutorial, we gonna learn how to make a Monthly Budget Template in Excel, How to make a Cashflow with Daily Expenses or Incomes in Excel. Excel Budget Template.

Within 15 minutes we gonna be able to build an Excel Budget Template Sheet to help us kind Automate our budget.

With this spreadsheet, we can manage our money ‎income, expenses and the budget. That way we gonna be able to control our personal finance.

The first thing we will start doing in this spreadsheet is creating a title such as monthly Budget.

Then, we can create the dates automatically. If we are in the January month, the dates will correspond to the month of January, from the first to the last day of the month. If we are in February, the same thing and so on.

Now a very important thing is that, we freeze the panels, that is, we can fix the first row of Excel and we can also fix the first column. We can also fix many rows in the spreadsheet because this way, when we scroll down the spreadsheet, we do not lose the reference to the header or the first spreadsheet column as they will always remain fixed on the screen.

The next step is to create income and expense blocks. You can also create an Extra block of fixed expenses or variable expenses, this way you can specify even more the inflows and outflows of money on your daily or monthly cash flow.

The last step is to create three new row to calculate the totals. First, the total income, then the total expenses, then the final balance or the grand total.

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[gustavbonsu]

Hi Jopa, does the total balance left for the month let’s say In January, does it automatically forward onto the total balance of February or is it still part of your income left over…hope am making sense of my explanation

[kateravan]

When I tried changing the date for FEB it didn’t automatically change all. Also when I select and delete data for new month it didn’t delete data in some cell