Creating a Personal BudgetOne of the many benefits of Excel includes the capability to create a personal budget. Budgets include income and expenses. For this assignment, you are to create a 3-month personal budget.Create your own personal 3-month budget in an Excel workbook. Using real numbers is not necessary (nor is it encouraged for privacy reasons). Generate this workbook from scratch by using a standard layout and structure for the budget workbook. Do not use an Excel template; however, you are welcome to refer to a template for guidance in creating your workbook.

Start with a relevant title and put your name in the subtitle
Add column headers for the months.
In column A, add a label for Income. Under Income, list the job (or jobs) that you will be using).
Add numbers in column B.
Next, use a formula to add your income for the job or jobs that you hold. Use Total Income for the label. (Note: add this line even if you have only one job).
Leave a couple of blank rows, then in column A, add a label (Expenses) before listing the cost of housing (rent or mortgage) and appropriate utilities (cable, Internet, phone, electricity, etc., and all other expenses you may wish to incorporate) for the three months.
In column B, add numbers for each of your expenses.
In column A, add a label for Total Expense.
Total your expenses for each month.
In column A add a label for Net Income.
Calculate your Net Income (Total Income minus Total Expenses) for each month.
Add sparklines to column E for all rows with data.Click here to see a sample budget.Submit your completed assignment by following the directions linked below. Please check the Course Calendar for specific due dates.Save your assignment as a Microsoft Excel workbook. (Mac users, please remember to append the “.xlsx” extension to the filename.) The name of the file should be your first initial and last name, followed by an underscore and the name of the assignment, and an underscore and the date. An example is shown below:Jstudent_exampleproblem_101504Need Help? Click here for complete drop box instructions. 

MODULE 04 COURSE PROJECT – ENHANCING YOUR PORTFOLIO WITH THEMES, ILLUSTRATIONS, AND CHARTS
 
Module 04 Course Project – Enhancing Your Portfolio with Themes, Illustrations, and Charts
Enhancing Your Portfolio with Themes, Illustrations, and ChartsIn the first two project pieces, you created the core of the portfolio and filled in the initial purchase data (e.g., number of stocks purchased, purchase price, date of purchase, total investment) of 10 different stocks. You also performed several different tasks. It is now time to enhance your workbook with a theme, illustration, and pie chart.For this piece of the project, include the following in your portfolio (separate worksheets if applicable):

Create a pie chart of the stocks you purchased using the “Ticker Symbol” and “# of Shares Purchased” columns.
Move the chart to a separate sheet.
Name the sheet “Portfolio Pie Chart”.
Add a relevant chart title and any other elements to make the chart easy to interpret.
Create a column chart using the “Ticker Symbol” column and two additional non-contiguous columns.
Move the chart to a separate sheet.
Name the sheet “Portfolio Column Chart”.
Add a relevant chart title and any other elements to make the chart easy to interpret.
Pictures add to the visual appeal of the charts. On the portfolio sheet, insert a small relevant picture from the Internet into your workbook in an appropriate spot of your choice. Do not block the data. Resize if necessary. For more information on inserting an online picture, follow this link.
In the Ribbon, under the Page Layout tab, click on a thumbnail of a new theme you want to apply to the worksheet (e.g., Organic, Wisp, Integral, etc.). Note: the theme might change the color of the chart.Submit your completed assignment by following the directions below. Please check the Course Calendar for specific due dates.




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