Directions Create a worksheet in Excel of your monthly income and expenses. Note: You don't have to use your actual monthly income and expenses unless you want to. I won't share this with anyone. It should include the following: 1. A well formatted and visually appealing data sheet that covers Jan. thru December with the following parts. You should have at least 10 Monthly expense categories. Monthly income i) Your income 11) Spouse/partner Income (if any) iii) Any other interest, dividends etc. Monthly expenses (examples) i) Food ii) Eating out and/or Starbucks iii) Transportation iv) Medical v) Education (tuition books, etc.) vi) Entertainment vii) Rent or Mortgage viii) Utilities ix) Insurance x) Internet/Cable/Phone (cell and/or landline) xi) Grooming (Haircutsail polish, etc.) xii) Pets (food, vet, etc.) xiii) Other or Misc. (those things that don't fit above) Total your income for each month (write a formula) Total your expenses for each month (write a formula) Show your net income for each month. The net income is the amount left over after you subtract expenses from income. (write a formula) Create a running total of your net income from January to December. See Module 3, case problem 1 and/or Week 4 extra help on Running Totals. Format the amounts as currency with 0 decimal places with a comma separator for thousands. Sparklines: At the end of each row for your income and expense categories, insert sparklines (use a line Sparkline) Name the worksheet Monthly Income and Expenses" II. Create an appropriate column chart of your total income, total expenses and net income for each month of the year. Move the chart in its own worksheet. Name the worksheet Budget Chart. Choose a chart style Change the Chart title to Income & Expenses. Make sure the chart has a legend. Make sure the chart has axis titles too. Make the chart readable and visually appealing. See Module 4 if you need help III. Documentation worksheet Create a worksheet labeled "Documentation" Put the Documentation worksheet before the Income and Expenses worksheet. Include name, title, and date in cells A1:A3 of the documentation worksheet. List your name, "Monthly Budget" and today's date (use the TODAY function) in Cells B1:B3. IV. Page layout Make the orientation of each of the worksheets landscape Make sure that each worksheet fits on one page. Make a custom footer with your name on left, page # in middle and worksheet name on right Directions Create a worksheet in Excel of your monthly income and expenses. Note: You don't have to use your actual monthly income and expenses unless you want to. I won't share this with anyone. It should include the following: 1. A well formatted and visually appealing data sheet that covers Jan. thru December with the following parts. You should have at least 10 Monthly expense categories. Monthly income i) Your income 11) Spouse/partner Income (if any) iii) Any other interest, dividends etc. Monthly expenses (examples) i) Food ii) Eating out and/or Starbucks iii) Transportation iv) Medical v) Education (tuition books, etc.) vi) Entertainment vii) Rent or Mortgage viii) Utilities ix) Insurance x) Internet/Cable/Phone (cell and/or landline) xi) Grooming (Haircutsail polish, etc.) xii) Pets (food, vet, etc.) xiii) Other or Misc. (those things that don't fit above) Total your income for each month (write a formula) Total your expenses for each month (write a formula) Show your net income for each month. The net income is the amount left over after you subtract expenses from income. (write a formula) Create a running total of your net income from January to December. See Module 3, case problem 1 and/or Week 4 extra help on Running Totals. Format the amounts as currency with 0 decimal places with a comma separator for thousands. Sparklines: At the end of each row for your income and expense categories, insert sparklines (use a line Sparkline) Name the worksheet Monthly Income and Expenses" II. Create an appropriate column chart of your total income, total expenses and net income for each month of the year. Move the chart in its own worksheet. Name the worksheet Budget Chart. Choose a chart style Change the Chart title to Income & Expenses. Make sure the chart has a legend. Make sure the chart has axis titles too. Make the chart readable and visually appealing. See Module 4 if you need help III. Documentation worksheet Create a worksheet labeled "Documentation" Put the Documentation worksheet before the Income and Expenses worksheet. Include name, title, and date in cells A1:A3 of the documentation worksheet. List your name, "Monthly Budget" and today's date (use the TODAY function) in Cells B1:B3. IV. Page layout Make the orientation of each of the worksheets landscape Make sure that each worksheet fits on one page. Make a custom footer with your name on left, page # in middle and worksheet name on right
