Personal Budget Exercise Excel 
Personal Budget Exercise – MS Excel
(These instructions are also attached here as a Word document)
Creating a spreadsheet to track personal expenses is an excellent use of Microsoft Excel. For this exercise, you will create a spreadsheet to enter a personal budget and track actual expenses for the year. You may choose to use real data or create a fictitious budget using a monthly income amount of $2,500.
Here are suggested budget categories if you are not using a real budget. At a minimum, you must have 9 budget categories:
Housing (mortgage or rent)
Food
Utilities
Misc.
Car payment
Entertainment
Insurance
Gas
Student Loans
Savings
Requirement
Points Allocated
Comments
Open Excel and save a blank worksheet with the following name:
“Student’s First InitialLast Name Excel”
Example: JSmith Excel
Set Page Layout to Landscape
In the worksheet, insert a Custom Header titled, "My Household Budget."
0.25
Use Print Preview to review how spreadsheet would print.
This Custom Header text must be Arial 14 point, Bold, and be centered on the page.
Add a custom Footer with your name in the Right Section and automatic pagination in the Left Section.
0.25
Text format is Arial 10 point
Normal.
Enter column headings :
ITEM, MONTHLY BUDGET,
MONTHS – JANUARY THROUGH DECEMBEr
You may abbreviate the months as follows: JAN, FEB, MAR, APR, MAY, JUN, JUL, AUG,
SEP, OCT, NOV, DEC
0.25
All column headings must use the following text formatting:
Arial 10 point
Bold
Text centered in column
All capital letters
Enter your personal budget categories/labels (either your own or the list provided) in the rows under the column heading ITEM.
0.25
Text format is Arial 10 point, Normal.
Align text Left in the cell.
Format all cells containing numeric data to Currency, using two decimal places. If you have this set up correctly MS Excel will automatically insert a "$" in front of the amounts that you enter.
0.25
I will be able to tell if you simply typed in the "$." This will result in zero
(These instructions are also attached here as a Word document)
Creating a spreadsheet to track personal expenses is an excellent use of Microsoft Excel. For this exercise, you will create a spreadsheet to enter a personal budget and track actual expenses for the year. You may choose to use real data or create a fictitious budget using a monthly income amount of $2,500.
Here are suggested budget categories if you are not using a real budget. At a minimum, you must have 9 budget categories:
Housing (mortgage or rent)
Food
Utilities
Misc.
Car payment
Entertainment
Insurance
Gas
Student Loans
Savings
Requirement
Points Allocated
Comments
Open Excel and save a blank worksheet with the following name:
“Student’s First InitialLast Name Excel”
Example: JSmith Excel
Set Page Layout to Landscape
In the worksheet, insert a Custom Header titled, "My Household Budget."
0.25
Use Print Preview to review how spreadsheet would print.
This Custom Header text must be Arial 14 point, Bold, and be centered on the page.
Add a custom Footer with your name in the Right Section and automatic pagination in the Left Section.
0.25
Text format is Arial 10 point
Normal.
Enter column headings :
ITEM, MONTHLY BUDGET,
MONTHS – JANUARY THROUGH DECEMBEr
You may abbreviate the months as follows: JAN, FEB, MAR, APR, MAY, JUN, JUL, AUG,
SEP, OCT, NOV, DEC
0.25
All column headings must use the following text formatting:
Arial 10 point
Bold
Text centered in column
All capital letters
Enter your personal budget categories/labels (either your own or the list provided) in the rows under the column heading ITEM.
0.25
Text format is Arial 10 point, Normal.
Align text Left in the cell.
Format all cells containing numeric data to Currency, using two decimal places. If you have this set up correctly MS Excel will automatically insert a "$" in front of the amounts that you enter.
0.25
I will be able to tell if you simply typed in the "$." This will result in zero