How to Create a Budget Form

Create a budget form by customizing downloaded templates.

Use budget forms to effectively take control of your income and expenses. A budget form can give you an overview of where you stand financially and show you future financial projections. Use templates to create a budget form. These templates are readily available online and on your computer. Once you have downloaded the template, you can customize it to reflect your expenses and income.

Instructions

Microsoft Excel

1. Open Excel 2007 and select the "Office" button. Select "New." Click "Budgets" from the left task pane. Review the list of budgets displayed.

2. Click the budget that looks suitable for your needs. Click the "Download" button. The template downloads to your computer.

3. Add your contact information by typing over default contact information. Add your income and expenses. The template will update the Totals to show your income and expense totals.

Google Documents

1. Access the Google Documents website. Select "Create New" and "From Template." Type "Budget" in the search window. Press "Enter." Review the list of available budget templates.

2. Click a template to use for your budget form. Click "Use This Template." The template opens in Google Documents.

3. Add your expenses and income to the budget form. The template's formula will display your income and expense totals.

OpenOffice Calc

1. Access the OpenOffice online template gallery. Type "budget" in the search box. Search the templates and find a budget form that fits your needs. Click the template and select "Use It."

2. Open OpenOffice Calc on your computer. Click the "Open" button and browse your computer to locate the downloaded budget form. Click the form and select "Open."

3. Add your expenses and income to the budget. Notice the totals update automatically in the budget form.

References

• Microsoft: Template Gallery
• Google: Template Gallery
• OpenOffice: Template Gallery