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Excel personal budget file11/11/2023 Subsequently, at the Source: text box, refer to the B5:B9 cells from the Income & Expense Categories worksheet. Now, at the Settings tab, choose the List option from the Allow: dropdown list. As a result, the Data Validation window will appear.Now, select the C6:C13 cell > go to the Data tab > Data Tools group > Data Validation tool > Data Validation… option.That’s why make some other columns named Category and Subcategory under the Income and Expense column. Now, for better summarization, you need to record the categories of your income too.To do this, record the dates, incomes, and expenses from the Dataset worksheet first. ![]() Now, the main part remaining is to organize and summarize the daily income and expense Excel sheet. □ Step 3: Summarize Daily Income and Expense For instance, the outcome should look like this.
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