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TEMPLATE TIPS

Is there an easy way to jump between the Expense Trends sheet and monthly expense details?
To quickly navigate to a specific month's expenses, click the associated button above the chart, such as the
Jan button. Then, to return to the Expense Trends sheet, click the Summary button near the top of the
sheet.
How do I add a new Expense type to the Expense Summary or new monthly expenses?
The Expense Summary below the chart and the expense details for each month are Excel tables. To add new
rows to any Excel table, do one of the following:
If the table does not have a Total row, start typing below the table and it will automatically expand when
you press the Enter or Tab key.
Place your cell pointer in the last cell above the Total row, such as the total for the last expense, and
then press the Tab key.
Right-click in the table and on the pop up menu, point to Insert, and then click Table Rows Above or
Table Rows Below.
In the bottom right corner of the table, place your mouse on the table sizing handle and drag down to
increase the number of available table rows.

EXPENSE TRENDS
Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

12

Tips
Expense 1
Expense 2

10

Expense 3
Expense 4

Expense 5

6
4
2
0
Expenses

Jan

Expense 1

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

Nov
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Dec

Total
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Trend

Expense 2

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Expense 3

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Expense 4

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Expense 5

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Total

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JANUARY EXPENSES
Date

PO#

Category

Description

1/4/2011

A-12345

33.00

Expense 1

Supplies

1/5/2011

A-12346

238.00

Expense 2

342.00

Expense 4

110.00

Expense 3

84.00

Expense 4

54.00

Expense 5

Total

Amount

Summary

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FEBRUARY EXPENSES
Date

PO#

Category

Description

2/3/2011

A-12345

33.00

Expense 1

Supplies

2/4/2011

A-12346

238.00

Expense 2

342.00

Expense 1

110.00

Expense 3

84.00

Expense 4

54.00

Expense 5

Total

Amount

Summary

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MARCH EXPENSES
Date

PO#

Category

Description

3/4/2011

A-12345

33.00

Expense 1

Supplies

3/6/2011

A-12346

238.00

Expense 2

Total

Amount

Summary

55.00

Expense 5

110.00

Expense 3

84.00

Expense 4

54.00

Expense 5

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APRIL EXPENSES
Date

PO#

Category

Description

4/4/2011

A-12345

45.00

Expense 1

Supplies

4/8/2011

A-12346

123.00

Expense 2

342.00

Expense 4

125.00

Expense 3

84.00

Expense 4

98.00

Expense 5

Total

Amount

Summary

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MAY EXPENSES
Date

PO#

Category

Description

5/3/2011

A-12345

33.00

Expense 1

Supplies

5/8/2011

A-12346

111.00

Expense 2

342.00

Expense 1

333.00

Expense 3

125.00

Expense 4

33.00

Expense 5

Total

Amount

Summary

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JUNE EXPENSES
Date

PO#

Category

Description

6/7/2011

A-12345

201.00

Expense 1

Supplies

6/8/2011

A-12346

98.00

Expense 2

342.00

Expense 5

122.00

Expense 3

187.00

Expense 4

99.00

Expense 5

Total

Amount

Summary

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JULY EXPENSES
Amount

Summary

Date

PO#

Category

Description

7/9/2011

A-12345

Expense 1

Supplies

7/14/2011

A-12346

Expense 2
Expense 2
Expense 3
Expense 4
Expense 5

Total

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AUGUST EXPENSES
Amount

Summary

Date

PO#

Category

Description

8/8/2011

A-12345

Expense 1

Supplies

8/9/2011

A-12346

Expense 2
Expense 2
Expense 3
Expense 4
Expense 5

Total

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SEPTEMBER EXPENSES
Amount

Summary

Date

PO#

Category

Description

9/9/2011

A-12345

Expense 1

Supplies

9/15/2011

A-12346

Expense 2
Expense 2
Expense 3
Expense 4
Expense 5

Total

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OCTOBER EXPENSES
Amount

Summary

Date

PO#

Category

Description

10/10/2011

A-12345

Expense 1

Supplies

10/21/2011

A-12346

Expense 2
Expense 2
Expense 3
Expense 4
Expense 5

Total

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NOVEMBER EXPENSES
Amount

Summary

Date

PO#

Category

Description

11/14/2011

A-12345

Expense 1

Supplies

11/21/2011

A-12346

Expense 2
Expense 2
Expense 3
Expense 4
Expense 5

Total

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DECEMBER EXPENSES
Date

PO#

Category

Description

12/2/2011

A-12345

201.00

Expense 1

Supplies

12/14/2011

A-12346

98.00

Expense 2

342.00

Expense 2

122.00

Expense 3

187.00

Expense 4

99.00

Expense 5

Total

Amount

Summary

Err:508

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