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Creating a budget and need help

  1. #1
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    Creating a budget and need help

    Hi all,

    Im really new to excel 2010 and completely lost at the moment,

    I am trying to create a budget that has 4 columns as follows

    Name of expense
    Amount budgeted
    Category ( household, utilities, savings,vehicle)
    Spent ( how much you spent in relation to the amount you budgeted )

    In the 'category' column I have created a drop down list with the different options like ( utilities, household,vehicle ) , so we can easily select an option and see which category your expense falls into.

    now i would like to create a chart that will use the 'category' column and 'amount budgeted' to show how much vehicles, utilities, savings etc are costing me in the form of a chart or bar graph

    but i have no idea how to create a chart like that, please bear in mind that sometimes the same category will be used twice like ( household ) so i need to add the all the household(category) expenses and a total amount in my chart.

    please help

  2. #2
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    Re: Creating a budget and need help

    budget.xlsx

    Hi,
    In the attached file, a way to do that, via a pivot table.
    Can this help ?
    AL

  3. #3
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    Re: Creating a budget and need help

    here attached is another way.
    AL
    budget2.xlsx

  4. #4
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    Re: Creating a budget and need help

    Thanks for your help, much appreciated and it ws exactly what i was looking for.

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