Advanced Excel Budget Project: Part B – The Ledger

Having a budget is a great first step. Now that we created a budget in the first part of this project, we must follow that budget, or at least try to. This means categorizing and adding up perhaps hundreds of expenses throughout the year. As we shall see, Excel has special functions that will make categorizing and adding a breeze. But first we have to record all the expense data into a table we call the Ledger.

A Ledger is simply a record of all income and expenses. In this part of the project, we will create a ledger for expenses. Later the fun will begin when we conjure up some special magic in Excel to see if we are on — or off — budget.

For instructions on Creating a Ledger, click here.

For complete instructions on the Advanced Budget Project along with other projects in our Advanced Excel Course, click here.

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