Objective

Create a personal or business expense management system.

Worksheets

  1. Expense_Data
  2. Category_Summary
  3. Monthly_Summary
  4. Budget
  5. Expense_Dashboard

Categories

  • Food
  • Travel
  • Electricity
  • Rent
  • Salary
  • Marketing
  • Internet
  • Office
  • Other

Key Calculations

Total Expense

=SUM(E2:E100)

Category Expense

=SUMIF(C:C,H2,E:E)

Budget Status

=IF(B2>C2,”Over Budget”,”Within Budget”)

Dashboard

Show:

  • Total Expenses
  • Monthly Expenses
  • Highest Expense Category
  • Budget Used %
  • Category-wise Expense
  • Monthly Trend