Forum Discussion
excel budget spread sheet
Let me suggest a slightly different approach. Use Excel's Pivot Table capability to do the breaking out by category.
I've attached a very simple example, using random numbers for expenses (beween 13 and 500, if you're curious) and only four categories, also assigned randomly.
My basic goal was to demonstrate how the Pivot Table, which you'll see to the right of the database, can break out the expenses by month by category (and, frankly, I'd start using names or abbreviations rather than numbers for the category, perhaps entering the number but using VLOOKUP to translate into "Food", "Car", etc)
Anyway, take a look. The Pivot Table makes data entry easier and reporting clearer.
By all means, come back with follow-up questions if you want more explanation.