Video: Set up a holiday budget in Excel

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Keeping track of expenses is important, especially during the holidays when it's easy for spending to get out of hand. Manage your budget and expenses in Excel and you can keep tabs on specific expenditures, like your annual winter bash, and whole categories, like donations or gift-giving.

Set up a holiday budget

  1. To find a template, type holiday budget in the Style box, and then click the magnifying glass.

  2. Select a template, like the Excel Holiday budget planner and fill in your line items.

  3. To save your file to the cloud, click File > Save As > OneDrive - Personal, type a name for your file, and click Save.

  4. To share with others, click Share, type the names or email addresses of who to share with, add a message, and select Share.

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