How to make an EXCEL accounting form

The first step is to create an EXCEL form on the desktop and name it.

The second step is to edit the content.

The third step is to add borders and set the most appropriate column width.

1. Set the border, select the place where you want to add the border-right click with the mouse-Format Cells, and then it will be set as shown below, click OK. (In fact, you can use the shortcut, but I can’t take a screenshot of the drop-down part, so I used the picture below instead)

What it looks like after pressing OK:

For the sake of beauty, we To merge cells in the first row, select A1-F1 and press the (Merge Cells) key.

Then, center the font of the second line and make it bold. Change the font size. What it will look like after completion:

2. Let’s set the format of each column

For date in column A, select column A-right-click-set cell format-number-date -Choose the look you like

In column B, just widen the distance. Because you want to write content, just set the font to left alignment.

Leave column C alone for now

Select columns D, E, and F and set it to currency format. You can add the RMB symbol or not, it’s optional. The settings are as follows

After everything is set, I will enter some content and show you the format:

Of course, the font, size, grid width, etc. can be modified by yourself. According to the picture above, we can see the date details, expenses, and income. As long as we enter them, the format has been fixed, which is very convenient.

Careful people will ask why there is no balance. Yes, let's set up the balance now.

First of all, when you keep accounts for the first time, count the cash you have (for example, 500 yuan), enter this number into F3, and then F4=F3+E4-D4

After that, press Enter and the result will appear:

After the result comes out, you don’t need to set it like this for every grid, just click the drop-down F4 and it will be OK.

Now, we write the total in the last row of details, and use automatic summation of expenses and income.

Press Enter

Okay, basically The frame comes out. Everyone can keep accounts on it.

After completing the cash form above, we now work on the second form: the credit card form. This is very simple. There is almost nothing left to say.

1.

Select fifteen rows and three columns on the right side of Table 1 and add a border (the specific columns and rows are actually arbitrary)

This picture It's a little bigger, mainly to show you the layout. I won't enlarge the picture later, only the credit card form. Of course, if you don’t want to put it in this position, that’s fine, it doesn’t matter.

2.

Input in the first line: credit card and merge cells

Input in the second line: consumption amount last month, repayment amount, card Balance in this line, the text in this line is centered

The third line is temporarily unchanged

The fourth line input: this month, consumption amount, summary or details, the text in this line is centered

Then make the outermost border bold

3.

Let’s set the format

First, set the three columns to currency format,

Then set the formula in the box (J4) below the card balance in the third row = I4-H4

Okay, now we type the content to verify it,

OK Okay, such a credit card form is ready. Isn't it very simple?

Help, how to record multiple credit cards without confusion

Make a form, pay attention to your credit card situation frequently, and remember the billing date and repayment date of each card.

On the billing date, fill in the bill amount in the form immediately after the credit card is billed. You can also estimate the bill amount for the next month.

I have several credit cards, as well as mortgages, online loans, etc. I make a form myself to plan my monthly salary. I have been doing this method for several years and have never forgotten it.

The above is personal experience for reference

How to keep accounts with credit cards in a handy ledger

Nowadays, credit cards have become a popular consumption method, so as a How to record this mode of consumption first and payment later in the notebook?

Step 1: Credit card consumption - record expenditures

Note: Advance consumption by credit card is recorded as expenditure, just select the corresponding credit card account. After recording, the balance of the credit card account will increase. (A credit card is a liability account, and the balance represents the value of the liability. The increase in the expenditure balance is recorded, and the decrease in the income balance is recorded, that is, the outflow balance increases and the inflow balance decreases)

Step 2: Credit card repayment - record transfer

Note: After transferring the money from the repayment account to the credit card account, the balance of the repayment account will be reduced, and the balance of the credit card account will also be reduced, which means the liability will also be reduced~

That’s it for the introduction of credit card accounting forms.