How to Make a Spreadsheet in Excel

Intermediate 20 min 19 steps 8763 views Rating: 3.8/5 Published: 2026-02-27

Open Microsoft Excel.. Click Blank workbook to create a new workbook.. Familiarize yourself with the spreadsheet's layout.

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Steps

1

Open Microsoft Excel.

Step 1

Open Microsoft Excel.

2

Click Blank workbook to create a new workbook.

Step 2

Click Blank workbook to create a new workbook.

3

Familiarize yourself with the spreadsheet's layout.

Step 3

Familiarize yourself with the spreadsheet's layout.

4

Enter some data.

Step 4

Enter some data.

5

Check out the functions available for advanced uses.

Step 5

Check out the functions available for advanced uses.

6

Save your file when you're finished editing.

Step 6

Save your file when you're finished editing.

7

Open Microsoft Excel.

Step 7

Open Microsoft Excel.

8

Name your columns.

Step 8

Name your columns.

9

Enter your items on each row.

Step 9

Enter your items on each row.

10

Turn the column headers into drop-down menus.

Step 10

Turn the column headers into drop-down menus.

11

Click the Page Layout tab to customize the spreadsheet.

Step 11

Click the Page Layout tab to customize the spreadsheet.

12

Save your document.

Step 12

Save your document.

13

Open Microsoft Excel.

Step 13

Open Microsoft Excel.

14

Search for the "Simple Monthly Budget" template.

Step 14

Search for the "Simple Monthly Budget" template.

15

Select the Simple Monthly Budget template and click Create.

Step 15

Select the Simple Monthly Budget template and click Create.

16

Click the Monthly Income tab to enter your income(s).

Step 16

Click the Monthly Income tab to enter your income(s).

17

Click the Monthly Expenses tab to enter your expenses.

Step 17

Click the Monthly Expenses tab to enter your expenses.

18

Click the Summary tab to visualize your budget.

Step 18

Click the Summary tab to visualize your budget.

19

Save your document.

Step 19

Save your document.

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