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Steps to Build Annual Budget Spreadsheet

  1. Paste list of categories and their targets.

  2. Move non-monthly targets to the "Non-Monthly Targets" column.

  3. Ensure the "difference" column has the formula next to any entry in the "Non-Monthly Targets" column.

  4. Copy monthly targets across to the rest of the monthly columns.

  5. Calculate monthly income in the "Inflow: Ready to Assign" cell for each month.

  6. Paste expenses for any completed month.

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