Excel and Budgeting
I recently wrote an article for the Minnesota Society of CPAs about a technique that helps you create budgets faster. Even if you don’t prepare budgets, the underlying features and functions used can be applied elsewhere. In summary, we use a data validation drop-down to provide several Budget Methods. Once you select a budget method for a specific account, we use CHOOSE and MATCH to compute the corresponding amounts.
Check out the full article here:
For a sample file:
If you'd like to be notified when I write a new Excel article, enter your name and email and click SUBSCRIBE. You can unsubscribe anytime, and I will never sell your email address.
Want to learn Excel?
Our Campus Pass includes access to our entire Undergrad and Masters catalog. Gamification ensures it is the most fun you can have learning Excel :)