![]() ![]() After you have recorded all the required data, you need to sort the recorded data and then input it in the appropriate columns. ![]() Once you have formatted the columns according to your need, you need to set up the workbook and record all the data. Step 4: Record the Income and Expense Data Then you need to select the appropriate categories for the columns such as currency for monetary amounts and date for income dates. Enable automatic formatting in the columns by clicking its letter heading. The next step is to format the columns that you have made in the workbook. Determine the headings for each column and then title them accordingly. For both the sheets, the columns should be made according to whatever you want to include in the report. You need to make columns accordingly in the two spreadsheets. ![]() One will be for the income report and the other will be for the expense report. After that, you have to open the application and create a new document with two spreadsheets.Īs already established, you have to create a new document with two spreadsheets. For this, you need to have MS Excel downloaded on your PC. Excel allows editing and creating options that others do not. However, the best available application is Excel. Several different software applications can be used to create an income and expense report such as Google Sheets, Word, Excel, Numbers, Pages, etc. 5 Steps on How to Create an Income and Expense Report in Excel Step 1: Create a New Document in Excel ![]()
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