Instructions For Using
The Budget Kit 6th Edition
Worksheets in Excel (excerpt)
By Judy Lawrence, M.S. Ed.
The following is a sampling of what you’ll find in the Instruction PDF that comes with your download package.
Below you’ll find the full table of contents and an excerpt of the first 4 of 11 pages.
TABLE OF CONTENTS
INSTRUCTIONS FOR THE EXCEL WORKSHEETS (v7)
A COMPLEMENT TO THE BUDGET KIT 6th EDITION – by Judy Lawrence
WELCOME! …. …………………………………………………………………………………………………………………..3
Publisher Position ………………………………………………………………………………………………………….. … 3
Forms available…………………………………………………………………………………………………………….. … 4
CREATE A MASTER COPY ……………………………………………………………………………………………… 4
Save your work!……………………………………………………………………………………………………………. … .5
Terminology – Workbook and Worksheet ? …………………………………………………………………………… 5
Formulas and Worksheets Protection ……………………………………………………………………………………. 5
Unprotecting and protecting the worksheet …………………………………………………………………… 5
Yearly Budget Worksheet and Monthly Budget Worksheet…………………………………………………. ….. 7
Yearly Budget Worksheet …………………………………………………………………………………………… 8
Monthly Budget Worksheet ………………………………………………………………………………………… 8
Monthly Expense Record ………………………………………………………………………………………………… .. 10
Yearly Summary for the Monthly Expense Record ………………………………………………………..11
Debt Payoff Record ………………………………………………………………………………………………………… .. 12
Handy Excel tips ………………………………………………………………………………………………………………. 13
Viewing the worksheets (zooming in and out of the page) ……………………………………………. 13
Scroll Bars…………………………………………………………………………………………………………………13
Navigating the worksheet tabs………………………………………………………………………………….. .. 14
“####” Showing up in a cell instead of a number …………………………………………………………. 14
Adding “Notes” to detail spending records ………………………………………………………………….. 14
Contact me ………………………………………………………………………………………………………………………. 16
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The Budget Kit Spreadsheets
From Author: Judy Lawrence
Dear Budget Kit Reader: WELCOME!
Welcome to the Excel version of The Budget Kit 6th Edition. Just as my readers and clients shared their experiences for over twenty five years and helped guide the direction of the Budget Kit workbook, you will be my 21st part of my 21st Century friends who help shape the next generation of this financial budgeting roadmap.
I welcome any and all comments and suggestions on this Excel version. Rather than assume you are all strong Excel users, I will try to add as many basic directions as I can to get you started. Thank you for joining me on this journey.
PUBLISHER POSITION
Kaplan Publishers, my publisher, is not interested in getting involved with an electronic version of the workbook. Consequently, I am again doing the bootstrap approach thinking of my end user and their needs first, and putting this together on my own. This is just as I did over twenty years ago, when I originally self-published Common Cents, now called the Budget Kit.
FORMS AVAILABLE
Out of all the numerous forms in the Budget Kit workbook, the forms currently available in Excel are from Part Two: the “Yearly Budget Worksheet”, the “Monthly Budget Worksheet”, the “Monthly Expense Record” along with the “Summary Page” for tracking daily expenses and the “Debt Payoff Record”. These are the most interactive forms, so I feel they are the best ones for getting started. Actually the first 3 forms were the foundation of the original Common Cents workbook in 1981.
As more of us get used to instant information, it will be gratifying to finally see those totals popping into the cells, every time you make an entry. Now, you will no longer have the excuse of not wanting to bother with the effort of manually entering and calculating all the expenses each month.
I started using the forms myself years ago and continue to enjoy working with them. I know many of you have asked for more of the worksheets from the book. Originally, my publisher limited me to producing only these four forms. With the change in electronic rights additional worksheets may be available in the future.
SAVING YOUR WORK
Before I begin explaining the forms, please remember to always save your work. A short cut for saving, is to hold the “Ctrl” button and then the “S” button while still holding the “Ctrl” button. Since you are working with a lot of details and numbers, you want to be sure to keep saving as often as you can while working on these worksheets.
In fact, before you start anything, be sure to save all the different Excel spreadsheet documents as a “Master” copy so you have a clean master to start from each new year. Of course, I lose a sale but I help you save your money. Open the Master document again and then save it as your current yearly working budget copy.
CALCULATIONS AND FORMAT
Formulas
The formulas are all set for totaling the columns, rows and overall totals for every worksheet in this Excel package. Some of these worksheets have also been locked. If you are not proficient at Excel, but know basically how to move around in the program, then you should have no problems, and are protected against accidentally removing or changing formulas.
THE MONTHLY EXPENSE RECORD
This is your daily tracker, just like the workbook. When you open this folder you will see tabs at the very bottom of the screen. The sample worksheet is listed on those tabs as well as every single blank month for your entries.
The Budget Kit 6th Edition Excel Worksheets
are the Perfect Complement to The Budget Kit Workbook
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The Budget Kit Spreadsheets
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