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ICT Skills for Teachers (Office 2016 / Office 365)

Draw up a budget (Intermediate level)

As an educator you are required to draw up a budget for your department's annual expenditure. You will submit this to the governing body. After your budget has been approved you may need to adjust figures. You will then be required to keep a quarterly record of your expenditure. You will use Microsoft Excel to create this budget.

By the end of this task you could achieve the following outcomes:

Download an example - Enter infomation in a budget
- Change the appearance of text
- Change the width of columns
- Draw lines
- Calculate costs for each budget item
- Change the budget details
- Save the budget
- Print the budget

Create your own budget - one which you will find useful. Alternatively, follow this example. To do so you would typically work through the following steps:

1. Start Microsoft Excel. See how »
2. Type the name of the school and the name of the department.
3. Save the file: Save your work regularly. See how »
4. Modify the heading: Select the heading, change the font, change the font size and colour to make the heading attractive. See how »
5. Enter the budget information: Type the budget categories of your choice in Column A , and type the columns headings (consult the example budget for ideas).
6. Adjust column widths: Change the columns widths so that the text fits the column. See how »
7. Draw lines: Draw lines of your choice to seperate columns and sections of the budget. See how »
8. Calculate values (multiply): Use formulae for multiplication to calculate the total costs in the "Budget" column. See how »
9. Copy Formulae: Instead of repeatedly typing a similar formula, you can copy and paste one formula to many cells. Excel changes the row and column references automatically. See how »
10. Add the total costs: You will need to add the costs at the bottom of the "Budget" column as well as the total spent in all four quarters in the "Total spent" column. See how »
11. Calculate values (subtraction): Calculate the "Total left" column by subtracting the value in the "Total spent" column from the value in the "Budget" column. See how »
12. Change the number format: Change the format of the value to indicate currency (R) where appropriate. See how »
13. Save the file: Save the budget. See how »
14. Print the file: Print the budget.

Related scenarios

» Creating a chart
» Importing a chart into Microsoft Word
» Create a marksheet

Self Assessment  Back to Activities