How to make a monthly budget circle graph

Written by scott becker
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Creating a monthly budget circle graph is an effective way to plan spending each month and is rather easy to do on a computer. Using the Microsoft Excel program, a circle graph is easy to customise to one's business needs and is just a few clicks away.

Skill level:
Moderately Easy

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Things you need

  • Computer
  • Printer
  • Microsoft Excel software

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  1. 1

    Input the budget data into the given Microsoft Excel cells vertically. Since you are making a circle graph, the data will add up to 100%, but not necessarily the number 100. The data should fill cells A1 and downward.

  2. 2

    Click "Insert" at the top of the screen, move the mouse down to "Chart" and click.

  3. 3

    Choose the "Pie" option for the type of graph. This is under Step 1 of the "Chart Wizard." Click "Next" at the bottom of the window.

  4. 4

    Click the symbol to the right of the blank labelled "Data Range."

  5. 5

    Drag the mouse across the data in the cells behind the window. To re-enter the "Chart Wizard," click the symbol to the right of the blank again.

  6. 6

    Click the "Series" Tab at the top of the window. Name Series One the first budget item.

  7. 7

    Add series as needed to fit the budget items on the list. Press "Next" when finished.

  8. 8

    Title your chart by filling in the "Chart Title" field.

  9. 9

    Click "Finish" to create the circle graph.

  10. 10

    Optimise the budget graph as needed by right-clicking it. When finished, print the graph.

Tips and warnings

  • There are several versions of Microsoft Excel, so if a term seems different, find the closest related term. For instance "Pie Graph" may be called "Circle Graph" in some versions.
  • Be sure to correctly enter the data before creating the graph. If this is not done correctly, the graph will not accurately represent the data.

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