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用Excel自己创建一个预算书 - Practical Tips

用Excel自己创建一个预算书

by Corinna

如果你自己用Excel创建一个预算书是很实用的。这样一来,你总能对某个月的收入和支出有一个概览。

如何用Excel一步步创建自己的预算书

要用Excel创建预算书,首先应确保你有一个概述。要做到这一点,请遵循个别步骤。

  • 打开Excel,以 “预算书 “的名义保存新的文件,并标明当前年份。类似的标签也有可能。
  • 点击下方区域的加号,添加一个新的电子表格。按照这个步骤,直到你有13个单独的电子表格。
  • 在下一步对电子表格进行重命名,首先右击 “表1″,然后选择 “重命名”,输入 “一月”。继续这样做,直到 “12月”,为第13个电子表格输入 “资产负债表 “或 “年度总结”。
  • 然后回到一月份,写一个标题,如 “我一月份的收入和支出概览”。
  • Below this, make two separate tables, one for your income and one for your expenditure. 注意金额、总数和盈余。将此与图片进行比较。
  • 将该表复制到从 “一月 “到 “十二月 “的所有电子表格中。在每种情况下都要手动改变标题中的月份。
  • 现在通过点击电子表格 “一月”,将所有固定收入和支出输入电子表格。选择这里的第一个单元格[A1],然后按[Shift]键,再点击工作表 “12月”。现在所有的电子表格都被选中。输入所有固定的收入和支出。这样一来,现在所有的电子表格上都有金额。

确定总额、盈余和余额

一旦你创建了一切,你现在可以逐月将可变金额输入你的预算书。接下来,你就应该首先创建总数,然后是盈余,最后还要创建资产负债表或年度概览。

  • 要想找到总数,在没有倒数逗号的单元格中输入”=SUM(B3:B5) “命令。该命令适用于该例子。在你的案例中,可能会有其他单元格的 “B3 “和 “B5″。
  • 你通过将收入与支出相减来确定盈余。在这个例子中,这意味着你要输入”=Cx-Cx”,不加倒装逗号。将这两个 “x “替换成你表格中的行,你可能还需要调整你表格中相应列的字母。
  • 现在在工作表 “资产负债表 “或 “年度概览 “中创建一个包含月份、收入、支出以及利润或损失的表格。另见图片
  • 为了确保所有的收入被正确转移,在相应的单元格中输入1月份的”=1月!D6″(或相应的列的字母和行的数字),不要用倒逗号。对于支出,输入”=1月!D13″,同样不加倒数逗号,对于 “利润/亏损”,同样不加倒数逗号 “1月!E13″。然后你每月调整这个公式,就可以得到你全年的收入和支出概况。

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