Step 3: Insert Daily Income and Expense Report Chart PivotTable will provide the following table with column headers you selected from PivotTable Fields.On the right side of it, PivotTable Fields will appear.Then, go to the worksheet where your PivotTable is supposed to appear.Next, choose the New Worksheet to place the PivotTable to a new worksheet.As you select the entire dataset, that’s why the Table/Range option already appears in there.PivotTable from table or range dialog box will pop up.Next, go to the Insert tab in the ribbon.First, select your whole dataset by selecting any cell and then pressing Ctrl+A.Next, you need to create a pivot table with your dataset, Pivot table helps to analyze your data more accurately and provides a summary of your data table. At last, they got a handsome amount of money as net income. They have some expenses also to maintain a big office and other necessary expenses. The company has some products from which they earn money. We can a dataset that includes an income and expense report of a company. To do this, you need to follow the steps carefully.Īt first, you need to import your dataset if you don’t have any. In this example, we need to focus on how to create a daily income and expense report. Those procedures are fairly easy to digest and very fruitful for your purpose.ġ.

In this article, we show some important procedures to create an income and expense report in Excel. To create a proper income and expense report in Excel, you need to do some basic procedures and also utilize Excel commands properly. 3 Suitable Examples to Create an Income and Expense Report in Excel

Monthly income and expense worksheet