Prepare Your Budget Worksheet

Prepare a worksheet to use as a template. List every account to be budgeted across all departments. You’ll use the template both to gather input and to consolidate it.

Do you keep the current budget or actual figures in a database?   Put the external data in a Microsoft Excel worksheet so that you can copy it into each department’s worksheet. You don’t have to retype the figures. For more information, see Get Sales Information from a Database.

Office Assistant button

Want to know more?   Look up Getting Results - Consolidate in Help.