Sheet1

Personal Expenses
First Quarter
January February March Total Percent of Total
Mortgage
Electric
Phone
Groceries
Entertainment
Child Care
Insurance
Expense Totals

Part 1: The Spreadsheet 1) Make any appropriate changes to the title, the months and the expense categories. 2) Fill in the appropriate amounts of your expenses for each category in each month. (These may be fictitious.) 3) In the Total column, in the cell for each expense category, create a formula to add the numbers for each month. * In the cell where you want the sum to appear, enter =SUM( ) * In between the parentheses signs, enter the cell locations of the numbers that you want to add * Click Enter or Return 4) In the cells in the row for Expense Totals, create formulas to calculate the total expenses for each month. Include a formula for the total of all expenses at the bottom of the Total column. (Use the same =SUM method as above.) 5) In the cells in the Percent of Total column, create formulas to calculate the percentage of the total expenditures for each expense category. * In the cell where you want a percentage to appear, enter = * Then, enter the cell location of the Total for that expense. * Then, type / followed by the cell location for the Total of all expenses in the Expense Totals row. This performs a division calculation to arrive at the percentage. * Your new number in the percentage column may not appear as a percentage so right click on that cell, select Format Cells, then, select Percentage. Part 2: The Chart 1) Open the Insert ribbon at the top of the screen. 2) Click on a populated cell inside your spreadsheet, then, click on Column on the Insert ribbon. Select the style of column chart you like. 3) When the chart appears, roll over the edge of it until your cursor looks like this. Then, left click your mouse and drag the chart into the desired position .

Put Chart Here

Sheet2

Sheet3

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