Mom's+Financial+Summary



I created my mom's financial summary I listed all of her expenses for the the month and go the sum of each amount. Then i multiplied each amount by 12 to get the yearly amount, and got the sum of those yearly amounts. I wrote the tax amount to be 7% and multiplied each yearly amount by .07 to get the amount of tax. Finally i got the sum of the yearly amount plus the tax amount.

I created a chart and a pivot table based on that information.

I also included her yearly income amount and subtracted the total yearly expenses including the tax. That then showed the money she has left over after the year.