Spreadsheets for Budget and Accounting in GeoGebra
Here I show how to use Spreadsheet
in GeoGebra
to create and compare your budget and accounting. Sometimes it might be more convenient to use Excel
.
Example 1
Erica Clementine is making an overview of all income and expenses she expects in a certain month. Her budget is given below.
Income | Amount | Expenses | Amount |
Bookstore (part-time) | $ | Bus card | $ |
Walking dogs | $ | Phone subscription | $ |
Pocket money | $ | Food and snacks | $ |
|
| Clothes and shoes | $ |
|
| Entertainment | $ |
|
| Other | $ |
Towards the end of the month, she did her accounting and entered the actual income and expenses during the month. Erica has the following accounting figures:
Income | Amount | Expenses | Amount |
Bookstore (part-time) | $ | Bus card | $ |
Dog sitting | $ | Phone subscription | $ |
Monthly allowance | $ | Food and snacks | $ |
|
| Clothes and shoes | $ |
|
| Entertainment | $ |
|
| Other | $ |
In addition, she already had $ in her bank account at the start of the month.
She compares her budget and accounting in GeoGebra
. The final result looks like this:
Follow the instructions below to learn how you can make your own budget and accounting, just like Erica’s above. Here is the template she used:
Note! When you enter your own income and expenses, you’ll often get a spreadsheet that looks a bit different than the one in the template, unless you have the same income and expenses as Erica. But if you follow the instructions below, you’ll always get a correct spreadsheet.
GeoGebra
Instruction 1
Spreadsheet
in Menu
. A
, enter the entries for the income in your budget. B
, type “Budget” as the header (preferably on a line higher than where you typed “Income”). C
, type “Accounting” as the header, so that it has the same row number as “Budget”. D
, type “Deviation in $” as the heading, so that it has the same row number as “Budget”. E
, type “Deviation in %” as the heading, so that it gets the same row number as “Budget”. Sum
Look at Example 1 and the pictures below when working with the instructions. There you find one picture with the numbers and one picture with the formulas.
GeoGebra
Instruction 2
A
, enter the names of all the expenses you have in your budget. B
, enter the budget figures from the exercise so that they match the name of the expenses. C
, enter the accounting figures from the exercise so that they match the names of the expenses. Sum
GeoGebra
Instruction 3
=
. Then tap the cell that contains the value of “Income”, which is under “Accounting”. Then press the minus sign, and then click on the cell that contains the value of “Income”, which is under “Budget”. Press Enter
. = <the cell with the value of “Income” in “Accounting”> <the cell with the value of “Income” in “Budget”>
Enter
=
. Then press the cell that contains the value of “Expenses”, which is under “Budget”. Then press the minus sign, and then the cell that contains the value of “Expenses”, which is under “Accounting”. Press Enter
. = <the cell with the value of “Expenses” in “Budget”> <the cell with the value of “Expenses” in “Accounting”>
Enter
=
. Then press the cell that contains the value of “Deviation in $”. Then press the punctuation mark, and then the cell that contains the value of “Revenue” or “Expenses”, which is under “Budget”. Multiply this by 100 and press Enter
. You need to do this in turn for all the different entries for income and expenses. = <the cell with the value of “Deviation in $”> / <the cell with the value of “Income” (“Expenses”) in “Budget”> * 100
Enter
GeoGebra
Instruction 4
=
and clicking the cell containing the value of “Total Income”, then the minus sign. Then press the cell that contains the value of “Total Expenses”. Press Enter
. Note! Positive numbers mean surplus and negative numbers mean deficit.
GeoGebra
Instruction 5
You will find “Surplus / Deficit” by clicking on the cell on the right and typing =
and clicking on the cell that contains the value of “Total Income”. Then press the plus sign, then click on the value of Total Expenses
. Press Enter
.
You can find “Deviation in %” by typing =
, and then clicking on the cell that contains the value of “Surplus / Deficit”, which is below “Deviation in $”. Then press the division sign / and click on the cell that contains the value of “Surplus / Deficit”, which is under “Budget”. Press Enter
.
GeoGebra
Instruction 6
A
, below your setup, type “Money at the Beginning of the Month” and “Money at the End of the Month”. B
. =
and clicking on the cell that contains the value of “Money at the Beginning of the Month”, then pressing the plus sign, and then clicking on the cell that contains “Surplus / Deficit”, which is under “Accounting”. Press Enter
. Explicitly, = <the cell with the value of “Money at the Beginning of the Month”>
<the cell with the value of “Surplus / Deficit” in “Accounting”>
Enter
To get a better overview of the actual deviation between the budget and the accounting, you should find the deviation both in dollars and in percent.