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:
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