I have a decent working knowledge of Excel. Certainly not a programmer but I can do very basic formulas and concepts.



What I currently do for credit/debit on a monthly basis is just open a plain doc, one column for income, one for expenses.

Sum each colum, subtract the debits from the credits.

I'd like to get something a bit more detailed, but not elaborate. I searched the template section for something but when you search for budget etc it returns far too elaborate things.

I would like to see a pivot table to understand percentages and allow me to adjust things, but really not much more.

Does anyone know where I could find this? I am looking for a nice theme mostly. Something a little better than my default set.

any ideas?

EDIT: don't know if it matters, I'm on an E3 Business version of 365

Maybe the attached can give you some inspiration.

Attached Files

Budget.xlsx (26.9 KB, 16 views)

Jeeze I missed your post.

I casn work with this. you didn't put the income section in but I can do that.

The real point of this is to understand where I'm spending, but it's also to keep a running total of income. I have several different accounts, and it can be deceiving how much is really there when it's all spread out.

I'll see if I can do something with this. Thank you very much vor!