The Basics of Microsoft Excel – How to Create a Budget and Manage Your Money

In this tutorial, we cover several basic aspects of Microsoft Excel as we fill our new budgetary spreadsheet with actual banking information. This spreadsheet is available on at the following link:

Post Author:

Apple lover, ICT and LEAN consultant, MS Office lecturer My other website with video tutorials - Tutorials, guides and news for iPhones and iPads

16 thoughts on “The Basics of Microsoft Excel – How to Create a Budget and Manage Your Money

    HiJro Miller

    (September 19, 2015 - 7:10 am)

    How do u make row 1&2 stationary while u scroll through the sheet

    Cassi Delossantos

    (September 19, 2015 - 7:10 am)

    Just watched the whole video. Thank you so much I've been wanting to do this and had no idea where to start. We are about to move and have our first mortgage so this is needed. My only obstacle is going to be coming up with the percentages in my budget because I have no idea what they should be yet. Anyway, I wanted to let you know the way you made this video is so simple that anyone can do it. Everytime I hear the word "formula" I cringe but this wasn't bad at all. I've always been intimidated by this program. I took an excel course in college and it can get very overwhelming. Thanks again for making this simple, I know it will help me. 

    Debbie Garrett

    (September 19, 2015 - 7:10 am)

    I am so glad I kept searching you tube for help. I knew what I wanted/needed to do but did not exactly know how to get the results I was looking for. Watched   the video but will be watching it again when i get the download of the spread sheet.
    Thank you for offering the spreadsheet for an affordable price.
    Deb G

    Courtney Gray

    (September 19, 2015 - 7:10 am)

    Yay! You do your 10% to your church!!! Awesome!!! I don't hear to many people do that when they start their budget tutorials. Awesome!!!

    odwa xaba

    (September 19, 2015 - 7:10 am)

    Thank you very much, I watched the whole video and you have helped me a lot. I am also going to download the spreadsheet. I like the 10% donation to the church thing you have going, keep it up. 

    Jess Zhou

    (September 19, 2015 - 7:10 am)

    Thank you so much! I watched it twice and it helped me to understand a lot more! I am working on my budget 2015. It's really cool. Very detailed. You are an excellent instructor.God bless you!

    Christina Garcia

    (September 19, 2015 - 7:10 am)

    This is EXACTLY what I've been looking for! Thank you so much!

    Badz bert

    (September 19, 2015 - 7:10 am)

    how can turn red the minus sign black when is adding my account???

    Samuel Velez

    (September 19, 2015 - 7:10 am)

    how do i change the sign? from open close parenthesis to a minus sign? coz in my excel if i input a negative number. it just goes to -$5.00.. unlike yours ($5.00)

    C Munoz

    (September 19, 2015 - 7:10 am)

    Hi Joseph! I was looking to start a budget for 2015, I really enjoyed your video GREAT explanation. I would like to know whats the name in Fiverr website that I can select to buy the excel spreadsheet that's on this video. There is too many they offer to purchase. I was a little confuse to which one to buy. Keep up the good work! Thanks

    Latrell S

    (September 19, 2015 - 7:10 am)

    Wow this was an awesome budget video and you explained excel so well.  This will surely keep me on track for 2015+!  Thank you so much for sharing your knowledge.  May God bless you in upcoming years!

    Whitney Guzman

    (September 19, 2015 - 7:10 am)

    Great spreadsheet! I am working on mine now :)

    Scott Mills

    (September 19, 2015 - 7:10 am)

    is this a free spreadsheet to download?


    (September 19, 2015 - 7:10 am)

    My left ear understood it perfectly well!

    Vel Ben

    (September 19, 2015 - 7:10 am)

    I'm just curious as to why you didn't just hide column B. I'm trying to learn more about excel;therefore, I'm not being a smart ass…lol

    Sami Frane

    (September 19, 2015 - 7:10 am)

    I would like to thank you for posting this video. I am a waitress and live off of my tips. When i decided to create a spreadsheet to budget my money I looked everywhere trying to find one that is narrowed down to day by day transactions due to the fast that I make money day by day. This is the only one I have been able to find online, and it will be very helpful. Thank you! :)

Leave a Reply

Your email address will not be published. Required fields are marked *