2013 ACTUAL VS.

BUDGET YTD
G/L Expense
1000
2000
3000
4000
5000
Total

Account Title
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Actual

Budget
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Budget $
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Budget %
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GETTING STARTED:

This is a summary sheet of your data. To

show a summary for a G/L Expense, add a
table row and choose it from the list.

TIP:

To add a new row, select the last cell in the

table, directly above the Total row, and
press Tab.
To delete this tip, select the edge and press
Delete.

Page 1 of 4

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This shape represents a table slicer.

Table slicers are supported in Excel
2013 or later.

This shape represents a table slicer.

Table slicers are supported in Excel
2013 or later.

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel 2007
or earlier, the slicer can't be used.

If the shape was modified in an

earlier version of Excel, or if the
workbook was saved in Excel 2007
or earlier, the slicer can't be used.

G/L MONTHLY EXPENSE SUMMARY

Timeline: Works in Excel 2013 or higher. Do not move or resize.

GETTING STARTED:

This is a summary sheet of your data by

month. Use the Timeline and Slicers above
to filter the data however you want to see
it.

TIP:
This shape represents a slicer. Slicers are supported in
Excel 2010 or later.

This shape represents a slicer. Slicers are supported in

Excel 2010 or later.

If the shape was modified in an earlier version of Excel,

or if the workbook was saved in Excel 2003 or earlier,
the slicer cannot be used.

If the shape was modified in an earlier version of Excel, or

if the workbook was saved in Excel 2003 or earlier, the
slicer cannot be used.

Sum - Amount of Check

G/L - Expense
1000
2000
3000
4000
5000
Total Result

Month
Err:508
$150.00
$2,905.27
$5,500.00
$1,854.00
$35.60
$10,444.87

Total Result
$150.00
$2,905.27
$5,500.00
$1,854.00
$35.60
$10,444.87

Page 2 of 4

To refresh the data, right-click on the

PivotTable and select Refresh.
To delete this tip, select the edge and press
Delete.

G/L EXPENSE DATA

G/L - Expense
1000
1000
2000
2000
3000
4000
5000
2000
3000

Account Title
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Invoice Date Month Invoice # Requested by

1/15/2013 Err:508
1 David Daniels
2/7/2013 Err:508
5 David Daniels
1/17/2013 Err:508
2 Marc Faeber
1/19/2013 Err:508
3 Marc Faeber
2/10/2013 Err:508
6 Robert O'Hara
1/25/2013 Err:508
5 Robert Walters
1/23/2013 Err:508
4 Bob Gage
2/1/2013 Err:508
7 Bob Gage
3/1/2013 Err:508
8 Bob Gage

Amount of
Check
Name of Payee
$100.00 Consolidated Messenger
$50.00 Consolidated Messenger
$550.00 Fabrikam, Inc.
$355.27 A. Datum Corporation
$2,500.00 Graphic Design Institute
$1,854.00 Trey Research
$35.60 Bob Gage
$2,000.00 Bob Gage
$3,000.00 Bob Gage

GETTING STARTED:
This is where you enter your data, which
will be summarized in the YTD SUMMARY
and MONTHLY EXPENSES sheets.
To delete this tip, select the edge and press
Delete.

Page 3 of 4

Check Use
Blank CDs
Printer ink
Replace store window
New cash register
contract designer
New laptop
Cab fare
Cab fare
Cab fare

Method of
Distribution
Credit
Credit
Credit
Credit
Check
Credit
Check
Check
Check

File Date
1/20/2013
2/10/2013
1/20/2013
1/20/2013
2/20/2013
1/25/2013
1/23/2013
2/2/2013
3/2/2013

G/L ACCOUNT TITLES

G/L - Expense
1000
2000
3000
4000
5000

Account Title
Office
Store
Staffing
Equipment
Other

Budget

INFO:
$50,000.00
$75,000.00
$100,000.00
$25,000.00
$50,000.00

When changing G/L expense accounts,

you'll need to update the YTD SUMMARY
sheet to show which expenses you want to
see; those won't update for you.
To delete this tip, select the edge and
press Delete.

Page 4 of 4