How to Make a Company Budget for a Project in Excel

When it comes to performing numerical calculations efficiently, the Microsoft office suite program par excellence is Excel. Which allows us to execute an endless number of tasks through its fabulous tools that are perfectly adapted for tasks that have to do with the statistics and mathematics.

Likewise, you need to know that the program gives you the ability to protect all the documents you make here, by means of a password, which turns out to be an extremely useful factor. For all these reasons, Excel is considered one of the most requested programs by users who classify it as one of the best.

So, if you want to budget for your company quickly and easilyWe recommend that you read and follow the instructions that we are going to provide you here so that in a matter of a few minutes, you can fulfill all your work purposes.

How to make a budget in Excel using templates

This is one of the easiest ways to proceed, so the first thing you should do is find and download a quote template that is in .xlsx format, which you can use directly in the program. This, you can find it without problems on the official Excel page that is online which can be obtained by subscription.

Now, you must select the one that best suits your need and when you do, you will go to the program’s home page and create a new document, then you will click on File and then on Open in order to select the Browse option. Once this is done, you will have to find the template that you just downloaded, which will be inserted into your blank document.

It is time to proceed to edit it, supplying the information you need to capture in each of the available fields. Likewise, Excel gives you the option to change the colors of the boxes and of all the letters to create a much more personalized style.

It should be noted that if you want to print the document you have just created, you can do it without problem by configuring the printing area in the program so that the leaves are not cut off.

How to create a budget for your company in Excel manually

If you are a person who like to have the utmost precision and perfection When performing all tasks, this option is ideal for you. So, if you need to make a very professional budget, the first thing you will have to do is open a new calculation book and click on cell A1, which is where the main title of your budget will be displayed.

Now, you have to click on cell A3 and add the following text: Articles, elements or parameters, which will allow each of the options in the list you make to be distinguished. Subsequently, you are going to press on cell B3 and there you will write Earned income, as well as you will also capture in that same column the corresponding entries for each article.

Next, in box C3, you are going to place the text Expenses and in this way your budget table will be ready, so it remains to provide the information regarding the income obtained and expenses incurred. Likewise, it is necessary that in order for the values ​​you decide to enter to be displayed in decimals, you use the Increase decimals option found on the task bar in the Numbers group.

How to calculate the total income obtained in the table

For this, you will have to click on the last cell of column B and then look for the option that says Autosum found on the toolbar, Next, you are going to press Enter and you will see the result in a box. This procedure can be done in the same way in column C.

While in cell D3, you need to enter the term Net income, in this way, when you press Enter, you will see the income net of each item in the list. It should be noted that Excel will also allow you to insert basic and pie charts, which can also be useful in other types of tasks.