![]() ![]() For example, the overall daily income and expense sheet should look like this. Following the stated steps you can create such sheets daily as per your income and expenses. Here are some extra cells after the G10 cell in case of new entries. Thus, you have created your daily income and expense sheet in Excel successfully. To do this, click on the D14 cell and write the following formula which includes the SUM function to sum all incomes recorded. Now, after filling the categories and subcategories, you need to calculate your total income and expenses.You can fill your expense subcategories from this list without writing them each time. At this time, you can see all the subcategories are created as a dropdown list at every cell of F6:F13 cells.Last but not least, click on the OK button. Following, refer to the cells E6:E17 from the Income & Expense Categories worksheet at the Source: text box. Subsequently, from the Allow: dropdown list options, choose the List option. Consequently, the Data Validation window will pop up.Subsequently, go to the Data tab > Data Tools group > Data Validation tool > Data Validation… option. Now, for creating the subcategories dropdown list, select the cells F6:F13.You can choose your category of expense from here easily. As a result, you will see all the categories of your expenses are in a dropdown list in the cells E6:E13.Subsequently, at the Source: text box, refer to the D6:D17 cells from the Income & Expense Categories worksheet. Following, choose List option from the Allow: options. Now, go to the Settings tab from this window. At this time, the Data Validation window will appear.Subsequently, go to the Data Tools group > Data Validation tool > Data Validation… option. To do this, select the E6:E13 cell and go to the Data tab. Now, after filling the income categories properly, the next thing is to create a drop-down list similarly to the expenses category.You can select your income category from here with a single click rather than writing it every time individually. Consequently, you will see there is a dropdown list at C6:C13 cells where the income categories are listed.Subsequently, at the Source: text box, refer to the B5:B9 cells from the Income & Expense Categories worksheet. Now, at the Settings tab, choose the List option from the Allow: dropdown list. As a result, the Data Validation window will appear. ![]()
0 Comments
Leave a Reply. |