Start to End: Use Excel to Track your Finances

• Author Biography
• Some notes

1. Introduction
2. Preparation is key
   1. Introduction
   2. Proper data setup
   3. What are YOUR first steps?
   4. Create and use tables
   5. Creating dropdown lists
   6. Setting up your payments with dropdown entries and formulas
   7. Checks and balances
   8. Checking your calculations – let’s try this
   9. Some other useful stuff
   10. Conclusion
3. What will I do with this data?
   1. Using pivot tables to summarise your data
   2. Conclusion
4. Another way to summarise your data – Use Sumifs() – a valued member of the IFS family…
   1. Introduction
   2. Explain the function (and its siblings)
   3. Some (maybe delightful?) quirks you should be aware of
   4. Example of how to use it
   5. Example two: Combine project category and expense category
   6. Example Three – use it with dates
   7. Conclusion
5. Tracking Receipts and invoicing
   1. Introduction to Mail Merge
   2. Conclusion
6. Putting it all together with budgets
   1. Setting up your project budget
   2. Combining Actual and Budget
   3. Doing the Year to Date (YTD) Shuffle
   4. Conclusion
7. Conclusion

Apply techniques covered to manage and track personal or business finances. Utilize Excel features for financial budgeting and expense analysis. Adapt provided methods for year-to-date financial summaries and variance reporting.