How to Set Up a Budget on Excel (And Actually Enjoy It)

How to Set Up a Budget on Excel (And Actually Enjoy It)

Let’s be real — the word “budget” doesn’t always spark joy. But what if setting one up in Excel felt less like a chore and more like building a roadmap to financial freedom? You don’t need to be a spreadsheet wizard. You just need a clear plan, a few simple formulas, and maybe a nice

Step-by-Step Guide: Creating Your Monthly Expenses Sheet

Step-by-Step Guide Creating Your Monthly Expenses Sheet

Step 1: Open Excel and Set Up the Columns Begin with a blank worksheet. Label the columns as follows: A B C D E Date Category Description Amount Payment Method Example: Date Category Description Amount Payment Method 2025-03-01 Rent Apartment Rent 1000 Bank Transfer 2025-03-03 Groceries Supermarket 150 Credit Card 2025-03-05 Utilities Electricity Bill 75