2010 Spending

Categories
Office Supplies 1 Instructions:
Beads 2 List all items that you purchased in 2010, the d
Fabric 3 Fill out the category list based on the types of i
4 office supplies
5 one time purchases (computers, mac
6 promotional items
7 Tools
8 Education
9 Packaging/shipping supplies
10 beads
11 clay
12 Miscellaneous
13 Label each item you have purchased with a cat
14 Highlight your category column so only the cat
15 click sort & filter
16 click sort smallest to largest
17 Make sure that "expand the selection
18 Now everything is arranged by categ
19 I've entered a few example items to give an ide
20 Move to the 2010 Spending by Category works

Item date cost category

plain printer paper 1/21 5.49 1
toner 1/24 55.49 1
Blue flower beads 1/22 3.46 2
u purchased in 2010, the date they were purchased, and the amount
list based on the types of items you frequently purchase. Possible categories include

urchases (computers, machinery, kilns, etc)

shipping supplies

have purchased with a category it fits.

ory column so only the category numbers are selected.

mallest to largest
that "expand the selection" is selected, then click sort.
thing is arranged by category
xample items to give an idea of what to do.
ending by Category worksheet to continue
2010 Spending by Category

% of total spent
Category # amount spent on each category
Office Supplies 1 60.98 Err:508
Beads 2 3.46 Err:508
Fabric 3 Err:508 #NAME?
0 4 Err:508 #NAME?
0 5 Err:508 #NAME?
0 6 Err:508 #NAME?
0 7 Err:508 #NAME?
0 8 Err:508 #NAME?
0 9 Err:508 #NAME?
0 10 Err:508 #NAME?
0 11 Err:508 #NAME?
0 12 Err:508 #NAME?
0 13 Err:508 #NAME?
0 14 Err:508 #NAME?
0 15 Err:508 #NAME?
0 16 Err:508 #NAME?
0 17 Err:508 #NAME?
0 18 Err:508 #NAME?
0 19 Err:508 #NAME?
0 20 Err:508 #NAME?

Total Money Spent in 2010 Err:508

Total 2010 Sales Put your sales here
% of sales spent on supplies #VALUE! %
Instructions

You will see that your categories have translated to this sheet.
Fill in the orange column with the amount you spent in each category
click the #NAME? box for the first category
remove my comment between the ()s and fill it by highlighting the cost column on the 2010
Hit enter. You will automatically be returned to this sheet.
The amount spent column should display the amount you spent in the category.
Repeat this for all categories.
Delete any #NAME? cells that remain in the orange portion of column C to reveal the % of total spent
Watch the graphs fill out!
Fill out your sales (put this number in the green box) from 2010 to see how much of your sales went t
Now move on to the 2011 Budget worksheet to develop your budget

Office Supp
Beads
Fabric
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
t column on the 2010 spending worksheet that corrspond with the category you're working with.

category.

the % of total spent on each category column (D)

h of your sales went toward paying for supplies

Office Supplies
Beads
Fabric
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2011 Budget

2010 $ spent Err:508

2010 $ made Put your sales here
% of sales spent on supplies #VALUE!
2011 $ to spend limit put limit here
% of sales spending limit put limit here
Anticipated 2011 Sales Put amount here
Amount you can Amount you can
% of total spent on spend in each spend in each
each category in category Option category Option
Category 2010 1 2
Office Supplies Err:508 Err:508 #VALUE!
Beads Err:508 Err:508 #VALUE!
Fabric #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!
0 #NAME? #NAME? #VALUE!

Total Err:508
There are two basic ways to decide how to reduce your budget. You could:
1. Decide on a dollar amount that you want to spend
2. Decide a target % to spend on supplies, which will require an anticipated 2011 sales am
For Option 1:
Put your spending limit in the green box.
Watch dollar amounts for each category fill out based on the % you spent in each category
If you want to cut spending in certain categories, adjust the numbers in the % of total spent
Make sure everything adds to 100% if you do this!
For Option 2:
Put your Target % of sales spending limit in the blue box. This number should be between 1
If you spent 40% of your 2010 sales on supplies, maybe you would like to cut back to 30%
Put your 2011 anticipated sales In the small orange box.
Not sure what to put? Go with 2010 sales. If think you're going to work harder this
For option 2, you may be spending more if you anticipate making more sales, but your overall margin

Now, stick to your budget! The last worksheet is set up to get you going on recording what you spend
pated 2011 sales amount.

ent in each category in 2010

n the % of total spent on each category in 2010 column.

should be between 1 and 99.

to cut back to 30%

g to work harder this year, put something bigger in the box.

t your overall margin of amount spent versus amount made will increase!

ding what you spend in 2011.

2011 Spending

Categories
Office Supplies 1
Beads 2
Fabric 3
0 4
0 5
0 6
0 7
0 8
0 9
0 10
0 11
0 12
0 13
0 14
0 15
0 16
0 17
0 18
0 19
0 20

Item date cost category