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Excel
Budget -
this assignment puts Excel to work managing your money.
You are living on your
own. Your own space. Your own car. Your own BILLS!!
Use the information below
to create a budget for your first year of financial independance.
-your rent is $700 a
month
-your utilities are $100 a month from January through May and October
through December. From June through September, utilities are $175
a month.
-you spend $4800 a year on food. You can divide this into 12 equal
payments.
-you will spend $800 a year on travel. You can take one trip or
spend the money on less expensive trips.
-school tuition is due January 1 and August 1-each tuition payment
is $2,928.95 per semester.
-your car is paid off (it's a 65 Dodge Dart that your grandma gave
you). You pay $1600 a year for insurance that is divided into twelve
monthly payments.
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1) Create
a worksheet that shows your expenses by month. Title the worksheet "Expenses".
Type your name next to the title.
2) Use the months (January through December) as your column
headings and rent, utilities, food, travel, tuition and
car insurance as row headings.
3) Total each row and total each column. Add up all of your expenses. Use a
formula.
4) Your spreadsheet should fit on one page. Use a font that will allow your
budget to fit on one sheet of paper in landscape format. Use the Print Preview
command
under
the
File
menu
to see
if your document
is ready to print. Adjust font and column size until the spreadsheet fits
on one sheet of paper.
5) Create a 3-D column graph as a new sheet that shows monthly expenses for:
rent, utilities, food, car insurance, tuition and travel by month. Each
month should look like this. Use "Monthly
Expenses" as the chart title in Arial, 14-point font. Include your name
in the title.
6) Create a pie chart as a new sheet that shows total expenses for category.
HINT: select only the data that you need by using the CTRL key and the mouse. Title
the pie graph "Overall Expenses" and include your name in the title.
Print out and hand in:
-your spreadsheet that fits on one page.
-a bar graph (see #5 above).
-a pie chart (see #6 above).
When you have completed
your budget move on to Part 2. Click here. |
How do
I add up a column or row?
How do I select a portion of a spreadsheet to use as a chart? |