EX-04-13 – Rolling Budgets: Monthly Carryovers for Smarter Spending

Understanding how to use Excel formulas to manage budgets over time is essential for any department that needs to track ongoing expenses, funding limits, and seasonality. This video walks through a clean, functional spreadsheet designed for tracking monthly spending across several categories while maintaining a rolling balance from one month to the next. You’ll see how to take a starting balance and subtract total monthly expenses, then carry that new figure forward into the next month automatically. It’s a practical approach used by real businesses to keep an eye on cash flow, project burn rates, and budget performance. This example also uses basic Excel formulas to calculate row totals, identify expense trends, and model what-if scenarios — all without needing complex functions or tools. In fact, these simple Excel formulas (like basic addition, subtraction, and cell referencing) are more than enough to build a powerful monthly expense monitor. One standout feature here is the clear display of monthly totals and a running top-row balance, giving decision-makers an instant view of where the finances stand at any point in the year. For teams that need flexible tracking — from marketing spend to event planning or departmental funds — this system can be easily tailored. Whether you’re preparing budgets, reconciling accounts, or just planning ahead, this layout powered by Microsoft Excel formulas offers visibility and peace of mind. Near the end, we also show how to add in Excel formula logic that alerts users when the budget dips below zero, so they can catch issues early and take action.
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Видео EX-04-13 – Rolling Budgets: Monthly Carryovers for Smarter Spending канала Computer Software Training