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Prepare a worksheet to use as a template. List every account to be budgeted across all departments. You’ll use the template both to gather input and to consolidate it.

Screenshot shows a sample budget worksheet to be used as a template.

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Do you keep the current budget or actual figures in a database?   Put the external data in a Microsoft Excel worksheet so that you can copy it into each department’s worksheet. You don’t have to retype the figures. For more information, see Get Sales Information from a Database.

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Want to know more?   Look up Getting Results - Consolidate in Help.


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