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Financial Planning Worksheet for Career Transition Name:? ?Date:? You ll need the following items to fully prepare this worksheet: PP Current LES ( PP Other paycheck stubs or
June 17, 2015
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Hello everyone I'm going to be showing you how to create a budget sheet in Microsoft Excel there are better programs to use but Microsoft Excel is a program that most everybody has and is simple to use so this is what we will be using what you see on your screen now is the completed budget form that we will be creating it may look overwhelming to those who do not have much experience with Microsoft Excel but don't worry it's actually very simple and I'm going to show you step by step how to do it a lot of the formatting or the colouring if you see the greens and the lavenders and the the gradients and whatever those will come later those aren't important to the function of the budget they just make things easier to understand for the user and you can do that later but I will show you how to do it first thing you're going to want to do when you start with a budget sheet is our weather obviously start with a blank sheet a blank project highlight we're going to create the width of the project highlight all the columns or all the boxes in that row and merge them together then what you're going to do is you're just going to put in you're going to format the cell first right click format cells text and then you're going to enter February 2013 the current month that we are in this creates a heading for your page now we want to create a way to keep track of all of your money a budget is more than just knowing how much money you have and what you're spending but it's where that money is going so that you can temper it and save yourself money in the future so this hypothetical family is a two parent three child home and I'm going to set up their a list of their normal expenses across this row when you set up your own budget you'll want to create your own list of expenses your own list of regular monthly expenses that you can count on to happen every month and this is where you want to be able to keep track of where your money is going okay so what I've done is I've entered in the list of monthly expenses for this family as they would expect them to be they have a mortgage they have a car payment they have a student loans then they've got their groceries their utilities their gas money for their vehicles a monthly date night following the old Old Testament they pay tithing to the local church they have three children who are in school the father is a teacher and then their other miscellaneous expenses I'm a big I am huge on formatting and I like my pages to look nice you do not have to follow the formatting steps and I'm going to try to push through them quickly not to slow down the video I will do a later video on formatting now in keeping track of your money you want to be able to show how much money you spent last month how much money you're spending this month and how much you're hoping to spend in the next in the following months you need to have appropriate rows and I'm going to set those up now if at any see enough any point in time you add in text...