Below is the data that represents our sample person, Lin Organize the data on Sheet2 by utilizing the

y utilizing the sort tools (by following steps below):

Financio's, spending during the month of September. Step 1: Turn on the filter buttons on each column header.
Sort the data by amount.
Date Item Category Amount Answer questions 1 and 2 on Sheet4.
16-Sep Hulu Streaming $ 7.99
12-Sep Netflix Streaming $ 8.99 Tips for Step 1: To turn on the sort/filter buttons:
2-Sep Spotify Streaming $ 9.99 1st Highlight the columns Date, Item, Category, Amount.
23-Sep Chipotle Eating Out $ 12.05 2nd Find the "AZ Sort/Filter" button near the top right of the Home menu bar.
11-Sep Moe's Eating Out $ 12.99 3rd In that "AZ Sort" button drop-down menu select the "Filter" option.
7-Sep Chipotle Eating Out $ 13.03 You will know it worked when you see little "drop-arrows" on the column
4th
12-Sep Lynn Dining Center Eating Out $ 13.18 headers now (i.e. on Date, Item, Category, Amount)
4-Sep Burger King Eating Out $ 14.45 Now you can click those arrows and sort either by A to Z, Z to A, smallest to
5th
26-Sep Moe's Eating Out $ 14.48 largest, or largest to smallest.
28-Sep Lynn Dining Center Eating Out $ 14.54 6th Now sort by amount from smallest to largest to answer question 1.
23-Sep Disney+ Streaming $ 14.99
8-Sep Wendy's Eating Out $ 15.81
23-Sep Wendy's Eating Out $ 16.69
30-Sep Taco Bell Eating Out $ 16.78
17-Sep McDonalds Eating Out $ 17.16
5-Sep KFC Eating Out $ 17.73
16-Sep Taco Bell Eating Out $ 18.01
5-Sep Panera Bread Eating Out $ 18.42
21-Sep KFC Eating Out $ 18.66
2-Sep McDonalds Eating Out $ 18.89
20-Sep Burger King Eating Out $ 19.14
22-Sep Panera Bread Eating Out $ 19.36
4-Sep Steam Games Gaming $ 19.99
28-Sep CVS Beauty/Hygiene $ 24.18
26-Sep Boca Beach Party Going Out $ 40.00
15-Sep Phone Bill Phone $ 49.99
7-Sep Microsoft Games Gaming $ 59.99
10-Sep Boca Mall Shopping $ 62.41
9-Sep Club Miami Going Out $ 76.58
21-Sep Trader Joe's Groceries $ 79.50
3-Sep PSN Games Gaming $ 89.99
16-Sep Amazon Shopping $ 95.62
11-Sep Walmart Groceries $ 101.80
8-Sep ACA Health Plan Health Insurance $ 119.99
28-Sep Whole Foods Groceries $ 135.67
5-Sep Publix Groceries $ 139.60
1-Sep Utilities Utilities $ 188.16
4-Sep Progressive Insurance Car Insurance $ 189.99
16-Sep Auto Shark LLC Car Loan $ 382.84
1-Sep Rent Rent $ 1,200.00
 Using Excel's math functions to summarize data (follow steps below): On Sheet 3 create a bar graph to represent the categories.
Step 3:
Step 2: Sort the data by category. On Sheet 3 create a pie chart to represent the categories.
Complete the table on Sheet3 by computing the sum of each category. Answer questions 6 and 7 on Sheet 4.
Answer questions 3, 4, and 5 on Sheet 4.
Create a Bar Graph to show visually which categories Lin is spending the most/least in. Put the bar graph in
the box below, and make at least one design change to it.

Category Amount
Rent $1,200.00
Here is Lin Financio's summary of their current spending, separated by Utilities $188.16
Amount
Required Expenses and Discretionary Expenses. Car Loan $382.84 $1,500.00

Amount
Car Insurance $189.99 $1,000.00
Phone $49.99 $500.00
Required Expenses Discretionary Expenses Health Insurance $119.99 $0.00

Rent

Phone

Eating Out

Gaming

Shopping
Car Loan
Amount

Groceries
Category Amount Category Amount Groceries $377.07
Rent $1,200.00 Eating Out $196.65 Beauty/Hygiene $24.18
Utilities $188.16 Going Out $40.00 Eating Out $196.65
Car Loan $382.84 Gaming $169.97 Going Out $40.00
Car Insurance $189.99 Streaming $41.96 Gaming $169.97
Category
Phone $49.99 Shopping $158.03 Streaming $41.96
Health Insurance $119.99 Shopping $158.03
Groceries $377.07
Beauty/Hygiene $24.18
Total: $2,532.22 Total: $606.61 Create a Pie Chart to show visually what percentage of total expenses each category represents. Put the
pie chart in the box below, and make at least one design change to it.

Tips for Step 3: Using Excel's math functions.

1st
To use Excel as a calculator, or to call one of its functions Amount
you must start the cell with an "="
For example if you type "=sum" into a blank cell you should see Rent
2nd
the option to calculate the sum of some items. Utilities
Once selected you can simply highlight the cells which you want Car Loan
3rd
to add together, then hit enter. Car Insurance
Phone
More tips: Creating graphs:
Health Insurance
highlight the data (usually two columns next to each other)
1st Groceries
in this case category and amount.
Once the data is highlighted, go the "insert" tab near the top Beauty/Hygiene
2nd
and find "charts" Eating Out
From there you can select many different types of graphs
3rd
and you can edit them too.
 Questions for you to answer. Write out your answer in the box below and make sure to explain your reasoning if prompted.

Q. 1 What was Lin's second cheapest expense? Write the item and amount.

Answer: Going out = $ 40,00

Q. 2 What was Lin's fourth biggest expense? Write the item and amount.

Answer: Lin's fourth biggest expense is eating out = $196,65

What was the total Required Expenses and total Discretionary Expenses. Add those together and what was Lin's total Perform the calculations here:
Q. 3
expenses for the month? Required: $2,532.22
Discretionary: $606.61
Total: $3,138.83
Answer: required expences: $ 2.532,22 discretionary: $ 606,61 Lin's total expenses for the month is 3.138,83
(Try using Excel as a calculator)

If Lin's monthly income is usually only two paychecks for $1572.47 each, how much did Lin spend over their budget this Perform the calculations here:
Q. 4
month? Income: $3,144.00
Total spending: $3,138.83
Difference: $5.17
Answer: Lin spend $5,17 over his budget this month
(Try using Excel as a calculator)

Experts say the key to a succesful budget is to ensure that you do not cut out all of the fun in your life. What do you
Q. 5
recommend Lin cut back on, i.e. which categories and by how much?

Answer: I wil recommend him to cut a little bit of eating out and a little bit of gaming.

Q. 6 By looking at the bar graph, which is Lin's second most expensive category?

Answer: Lin's second most expensive category is car loan

Q. 7 By looking at the pie chart, what percentage of total expenses does the category "Eating Out" make up?

Answer: Eating Out makes 6.3%

Which of the two graphs that we made (bar graph or pie chart) is more useful in comparing Lin's spending habits.
Q. 8
Explain why.

Answer: The most usefull is the pie chart becuse it displays the porcentage which makes it easier to understand.

Describe at least one new thing you learned about Excel's organizational tools and one new thing you learned about
Q. 9
Excel's math functions.

Answer: i learned how to organize the items in defferent orders

Describe at least one new thing you learned about budgeting. Do you currently have a budget that you follow? If not,
Q. 10
would you like to start one?

Answer: i learned that its better to cut of the entrainment part than not saving money at all or getting out of your budget.