Module 1: Introduction to Excel

First, you’ll set up your personal budget spreadsheet. Start by creating columns for the following categories: Date, Income, Expense, Savings, and Investment. Use the same steps as before to insert and format a table.

Once the table is set up, enter some sample data for a few months, such as salary income, monthly bills, and savings goals.

Key Strokes

  • Ctrl + T (Insert table)
  • Ctrl + B (Bold headers)
  • Alt + H, B (Add borders to cells)