Getting started with the Smartsheet APIĬreating a personal budget is not only important for your financial well-being and peace-of-mind, but also for your short and long-term goals.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.To do this, click on the D14 cell and write the following formula which includes the SUM function to sum all incomes recorded. Now, after filling the categories and subcategories, you need to calculate your total income and expenses.You can fill your expense subcategories from this list without writing them each time. At this time, you can see all the subcategories are created as a dropdown list at every cell of F6:F13 cells.Last but not least, click on the OK button. Following, refer to the cells E6:E17 from the Income & Expense Categories worksheet at the Source: text box. Subsequently, from the Allow: dropdown list options, choose the List option. Consequently, the Data Validation window will pop up.Subsequently, go to the Data tab > Data Tools group > Data Validation tool > Data Validation… option. Now, for creating the subcategories dropdown list, select the cells F6:F13.You can choose your category of expense from here easily. As a result, you will see all the categories of your expenses are in a dropdown list in the cells E6:E13.Subsequently, at the Source: text box, refer to the D6:D17 cells from the Income & Expense Categories worksheet. Following, choose List option from the Allow: options. Now, go to the Settings tab from this window. At this time, the Data Validation window will appear.Subsequently, go to the Data Tools group > Data Validation tool > Data Validation… option. To do this, select the E6:E13 cell and go to the Data tab. Now, after filling the income categories properly, the next thing is to create a drop-down list similarly to the expenses category.You can select your income category from here with a single click rather than writing it every time individually. Consequently, you will see there is a dropdown list at C6:C13 cells where the income categories are listed.Subsequently, at the Source: text box, refer to the B5:B9 cells from the Income & Expense Categories worksheet. Now, at the Settings tab, choose the List option from the Allow: dropdown list. As a result, the Data Validation window will appear.Now, select the C6:C13 cell > go to the Data tab > Data Tools group > Data Validation tool > Data Validation… option.That’s why make some other columns named Category and Subcategory under the Income and Expense column. Now, for better summarization, you need to record the categories of your income too.To do this, record the dates, incomes, and expenses from the Dataset worksheet first. Now, the main part remaining is to organize and summarize the daily income and expense Excel sheet. □ Step 3: Summarize Daily Income and Expense For instance, the outcome should look like this.
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