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How to Create an Excel Summary Sheet Select on the Summary sheet. In cell A1 Enter: Total. In cell A3 enter: Receipts and in cell A4 enter Expenses. ... Click in cell B3 and click the AutoSum button. Now, using the mouse, click on the Apr tab hold down the shift key on the keyboard then click on the Mar tab.
For calculating your expenses, you want to use the formula, ?=SUM(Planned Number-Actual Number)? to calculate how much you overspent. If you'd rather list your expenses on a separate sheet, just click the + sign at the bottom by ?Sheet 1.? You can then rename each sheet by right clicking and selecting ?Rename.?
Using the Expense Report Template in Excel: For each expense, enter the date and description. Use the dropdown menus to select payment type and category for each expense. For each expense, enter the total cost. Attach all necessary receipts to the document. Submit for review and approval!
Through customizable spreadsheets, Microsoft Excel makes it easy to create an expense tracker that fits all your needs.
Select a cell next to the numbers you want to sum, click AutoSum on the Home tab, press Enter, and you're done. When you click AutoSum, Excel automatically enters a formula (that uses the SUM function) to sum the numbers. Here's an example.