Create a New Budget in Excel

FAS: A guide to create a new budget as an Excel worksheet.

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  • On the top menu, click Journal/Budget, then Budget Functions, then select Create/Update Budget in Excel Worksheet.
  • Fill in the Excel Budget Worksheet window as needed then click Create New Spreadsheet.
  • Check the box next to Already Started New Year if you are working on the current fiscal year budget. Do not check the box if you are not working on a budget for the current fiscal year.

** NOTE**

You may have to change a setting in Excel depending on the version you are using. The File or Excel Options menu should be set to Include 2 Sheets when creating a new workbook.

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