This example shows you how to create a budget in Excel. 1. Enter the different type of income and expenses in column A. Note: On the Home tab, in the Font group, you ... Nov 21, 2013 · Excel Balance Sheet This post illustrates how to create a financial statement such as a balance sheet with built-in Excel features and functions. Our primary objective is to build a workbook that efficiently pulls values from the trial balance into the balance sheet. Let's say you may want to see a running balance of items that you purchase so that you don't exceed your spending limits. You can use a running balance to watch values of items in cells add up as you enter new items and values over time. To calculate a running balance, use the following procedure. The Personal Budget Spreadsheet helps with tracking, managing and calculating your income, expenses, and savings. The first sheet is a Personal Budget sheet that holds records of income, expenditure and savings details of an individual on a monthly basis. This template includes most of the heads of expense.