Plantilla Excel para controlar gastos

excel experto macros contabilidad

Plantilla Excel para controlar gastos: Este año 2018 me he propuesto controlar cada sol (moneda de Perú) que gasto, para ello estoy elaborando una plantilla en Excel que pronto la compartiré; por dicha razón me puse a revisar plantillas que tengan esta funcionalidad y haciendo mi recorrido diario en foros y web sobre Excel encontré una plantilla para controlar nuestros gastos, una de las bondades de este archivo es que nos permite clasificar los gastos de acuerdo a rubros y periodos. La plantilla es simple y puedes modificarlo según lo que necesites, ha sido desarrollado en su totalidad con formulas. A continuación te detallo como funciona. (al final de la publicación puedes descargarlo)

1.- Debes ingresar tus gastos dependiendo del mes en el que se realizaron, es decir en cualquiera de las hojas que contienen el mes de referencia.

Plantilla gastos excel

2.- Para ver de forma resumida toda la información dirígete a la hoja “resumen”.

Publicidad

cuadro resumen de gastos - plantillas excel

3.- Si quieres modificar algún concepto, agregar o eliminar puedes hacerlo desde la hoja “Categorías”.

Publicidad

Planilla de gastos excel

¿COMO MODIFICAR LAS FECHAS?

Muchos usuarios me consultarón como hacer para cambiar las fechas en el archivo ya que todo hace referencia al año 2013, a continuación te detallo paso a paso como hacer esta modificación:

  • Tomaré como ejemplo la hoja “01 Enero” (el procedimiento se repite para cualquier hoja), seleccionamos el rango “D8:D1000” y hacemos clic en el botón “Validación de datos”.
    validacion de datos en excel
  • Seguido a esto modificamos los casilleros, colocando el rango de fechas que nos interese.modificacion de datos de validacion fechas
  • Presionamos aceptar y listo.

DESCARGA EL ARCHIVO

Descargar Plantilla Excel para controlar Gastos.xls


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