Excel Budget Template
The Budget Template has one worksheet for each account you will be keeping track of, plus a final summary worksheet that will show the current status of all accounts on one page. All of the sheets together make up a “Workbook.” The account worksheets look like the following:
1. When you begin to use the spreadsheet, enter the amount you have to spend in each budge in the cell labeled Allocation. (Note: be sure to replace or zero out the $100 placeholder on each worksheet.) 2. Each time you write a requisition or get a pink PO copy returned from the CAO, you should enter the following information: date of PO, PO number, vendor name, brief description of the item and the amount of the requisition in the Encumbered Field. 3. When you receive the monthly printouts from the Accounting Office, look at the POs 4. and enter what has actually been paid for each account on the worksheet for that account number. Again, these totals will be reflected on your Sumary Sheet. There is a worksheet for each account commonly used in our school libraries. If you wish to change the number (or rename) one of the worksheets, double-click on the tab for that worksheet and then type your changes. To delete sheets from the workbook, click on the tab for that sheet so that it becomes the active sheet. Then go to the summary sheet. The summary sheet is protected because you should not do data entry on that sheet; to delete a line you will need to unprotect the sheet. Go to Tools/ Protection and Click Unprotect Sheet. Then select the entire line that represents that account, and go to Edit Menu/Delete. Go back to Tools/Protection and click Protect Sheet. To add sheets to the workbook, click the tab to the right of where you want the new sheet to go. Go to the Insert Menu, If you add a sheet this way, it will not appear automatically on the Summary Sheet. You will need to unprotect the Summary sheet as noted above, then add the information. To do this, for each of the cells, click in the cell. type an equals (=) sign in the formula bar, then go back to the sheet you are copying from and click the appropriate cell. Press enter. This will copy the values to the summary sheet. Reprotect the sheet when finished. To change the “Your Library” at the top to the name of your school or library, click in cell A1 and type title that you want. To change the “Library Budget” footer, you will need to go to View/Header and Footer and click on Custom Footer. Unfortunately, this will need to be done page by page. Printing. If you click on Print, the active sheet only will be printed. To print the entire workbook, select “Print” from the File Menu. On the Print Monitor Dialog Screen, find the PopUp menu next to the Word General. Pull down and select Excel. You will then be able to choose to print the entire workbook.
Iowa City Community School District Staff Development: Langhorne
1