Excel for the web budget: tables, calculated columns, Total Row, red flags and sharing on one page

Start

1. Sign in at microsoft365.com, open Excel, choose Blank workbook and rename the file at the top.
2. Headers in A1 to C1: Category, Budget, Actual. Type numbers without commas or "$".
3. Excel for the web saves as you work: there is no Save button to forget.

Make it a table

Format as Table

Home > Format As Table, pick a style, keep My table has headers ticked, OK.

Calculated column

Type Difference in D1 and =C2-B2 in D2: Excel fills it down the whole column.

Total Row

Table Design > Total Row, then choose Sum in each total cell.

No table?

Click under a column of numbers and choose Home > AutoSum.

Flag overspending

1. Select the Difference cells.
2. Home > Conditional Formatting > Highlight Cell Rules > Greater Than.
3. In the panel on the right type 0, keep the light red style, click Done.

Finish and share

• Select the numbers and apply Currency from the Home tab.
• Share > Share, add the person, use the eye button for Can edit or Can view, then send.
• Next month, type only the new Actual numbers: totals and red flags update by themselves.