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This Excel template can help you track your monthly budget by income and expenses. Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses.
Use the XLOOKUP function to find things in a table or range by row. For example, look up the price of an automotive part by the part number, or find an employee name based on their employee ID.
Managing personal finances can be a challenge, especially when trying to plan your payments and savings. Excel formulas and budgeting templates can help you calculate the future value of your debts and investments, making it easier to figure out how long it will take for you to reach your goals.
How to use a PivotTable in Excel to calculate, summarize, and analyze your worksheet data to see hidden patterns and trends.
DIY with the Personal budget template. Prefer to do things yourself? This Excel template can help you track your monthly budget by income and expenses. Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses.
If you’ve opened a file with a large data set in Excel, such as a delimited text (.txt) or comma separated (.csv) file, you might see the warning message, "This data set is too large for the Excel grid. If you save this workbook, you'll lose data that wasn't loaded."
If you’re new to Excel, or even if you have some experience with it, you can walk through Excel’s most common formulas in this tour. With real-world examples and helpful visuals, you’ll be able to Sum, Count, Average, and Vlookup like a pro. Formulas in-depth.
If you know the result that you want from a formula, but are not sure what input value the formula needs to get that result, use the Goal Seek feature. For example, suppose that you need to borrow some money. You know how much money you want, how long you want to take to pay off the loan, and how much you can afford to pay each month.
Analyze Data in Excel empowers you to understand your data through natural language queries that allow you to ask questions about your data without having to write complicated formulas. In addition, Analyze Data provides high-level visual summaries, trends, and patterns.
By using What-If Analysis tools in Excel, you can use several different sets of values in one or more formulas to explore all the various results. For example, you can do What-If Analysis to build two budgets that each assumes a certain level of revenue.
To summarize and report results from separate worksheets, you can consolidate data from each sheet into a master worksheet. The sheets can be in the same workbook as the master worksheet, or in other workbooks. When you consolidate data, you assemble data so that you can more easily update and aggregate as necessary.