This is a great way to manage your accounts whether you are self employed or just need a way to help budget your finances.
Today we add a 'Summary' to our previous sheet and make it look pretty!
If you haven't seen part 1 of this post, visit that one first, then come back here.
(it will make more sense, I promise.)
Spreadsheet 101: How To Make Your Own Accounts System for FREE! (Part 1)
|Colouring the background.|
To colour any part of the sheet you need to drag and highlight a selection the choose the background colour button. This will give you a dropdown colour chart that you can then pick your colours from.
|Simple fix. I added the new formula at the bottom of the 'Expenses - other' column. Dont forget to update the 'Total Expenses' formula if needed.|
|This green section on the side is used for a summary. The summary is designed as a one-stop-shop for all the information on the spreadsheet.|
|If you ever need to view in full screen you can use the shortcut "Ctrl+Shift+J" or select 'fullscreen' from the 'view' dropdown menu.|
|And thats it!|
You have created - perhaps - your first fully functional spreadsheet.
At the moment it's only one month at a time - so before you use it save a blank one.
"Accounts BLANK 2016_2017"
then you always have one as you need it. Everytime you open it to start a new month
'File' - 'Save As' "Accounts March 2016_2017" and obviously switch out 'March' for whatever month it is, Before you start filling in information!
Remember you can change any of the headings to suit your needs. Thats the beauty of a spreadsheet - Personalisation.
With colours I prefer to stay muted and traditional to my father's first ever spreadsheets but you could make it bright pink, bright green, bright orange. Whatever makes you happiest whilst mulling over your accounts.
Do let me know if you likes this 2 part 101 - How To Series. I'm always getting asked how I created my Father's Spreadsheet so I'm sharing the knowledge this way :)