Personal Budget

Personal Budget Exercise – MS Excel

For a review of the complete rubric used in grading this exercise, click on the Assignments tab, then on the title Personal Budget (Excel) click on Show Rubrics if the rubric is not already displayed.

Creating a spreadsheet to track personal expenses is an excellent use of Microsoft Excel. For this exercise, you will create a spreadsheet to enter a personal budget and track actual expenses for the year. You may choose to use real data or create a fictitious budget using a monthly income amount of $3,500

Here are suggested budget categories if you are not using a real budget. At a minimum, you must have 9 budget categories:

Housing (mortgage or rent) | Food |

Utilities | Miscellaneous |

Car payment | Entertainment |

Insurance | Gas |

Student Loans | Savings |

| Requirement | Points Allocated | Comments |

1 | Open Excel and save a blank worksheet with the following name:“Student’s First InitialLast Name Excel”

Example: JSmith ExcelSet Page Layout to Landscape | 0.1 | Use Print Preview to review how spreadsheet would print. |

2 | In the worksheet, insert a Custom Header titled, "My Personal Budget." | 0.25 | This Custom Header text must be Arial 14 point, Bold, and be centered on the page. |

3 | Add a custom Footer with your name in the Left Section and automatic pagination in the Right Section. | 0.25 | Text format is Arial 10 point Normal. |

4 | Enter column headings :BUDGET ITEM, PROJECTED COSTS and the 12 months for the year: JANUARY THROUGH DECEMBErYou may abbreviate the months as follows: JAN, FEB, MAR, APR, MAY, JUN, JUL, AUG,

SEP, OCT, NOV, DEC | 0.25 | All column headings must use the following text formatting:Arial 10 pointBoldText centered in columnAll capital letters |

5 | Enter your personal budget categories/labels (either your own or the list provided) in the rows under the column heading BUDGET ITEM.A minimum of 9 categories is required. | 0.25 | Text format is Arial 10 point,...