3 genuinely useful Excel projects to try this weekend (June 12-14)


A quiet afternoon is the perfect excuse to build practical Excel tools that organize your hobbies, bills, and budget. These three guided projects show how a handful of formulas, tables, and formatting rules can transform a blank worksheet into practical tools that fit around your lifestyle.

Organize your books and track your reading goals

A book tracker table in Excel, with a summary region placed directly above.

Carving out time to read is one of the best ways to unplug, but letting your book stack gather dust is all too easy without a little extra motivation. Building a dedicated reading log gives you a gentle nudge to stay on track.

First, set up and begin populating your log:

  1. Type the column headers Title, Author, Genre, Format, Status, and Finished Date into row 5, and populate cells A6, B6, and C6 with the title, author, and genre of your first book.
  2. Select one of the table cells, press Ctrl+T, and check My table has headers to turn your tracker into a table.
  3. Open the Table Design tab.
  4. Name the table Library_Log_2026.

Next, create in-cell drop-down lists for the book format and status:

  1. Select cell D6.
  2. Click Data > Data Validation.
  3. Change the Allow field to List.
  4. Type Paperback, Hardcover, E-reader, Audiobook into the Source field, then click OK.
  5. Repeat this process for cell E6, but enter Unread, Reading, Completed.

You can now complete row 5, and as soon as you start typing in row 6, the boundaries and drop-down menus will expand downward.

Next, set up an analytics card:

  1. Enter your yearly target manually in cell B1.
  2. Use the 2026 formulas in the table below to count books completed and your current progress.

Cell

Example Formula

Books Completed (B2)

=COUNTIF(Library_Log_2026[Status], “Completed”)

Reading Progress (B3)

=IFERROR(B2/B1, 0)

Select cell B3 and click the Percent Style icon (%) in the Number group of the Home tab.

When 2026 ends, duplicate the worksheet for 2027, clear all the data from your table, set your annual goal in cell B1, and update the table name in the Table Design tab.

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Build a dynamic home utility tracker to track your energy bills

Keep your monthly household consumption under control

An Excel utility tracker, with a table containing the readings and costs, a summary section, and the Consumption Change column formatted with color scales.

Utility bills only seem to move in one direction: up. While you can’t control wholesale prices, you can build a framework to determine whether rising bills are due to higher consumption, price hikes, or both.

To do this, starting on row 4:

  1. Create a table (Ctrl+T) named Utility_Tracker_2026 with the headers Month, Meter Reading, Units Used, Total Cost, Cost Per Unit, and Consumption Change.
  2. Format the Total Cost and Cost Per Unit as Accounting.
  3. Use row 5 as a baseline entry point by entering your final reading from December of the previous year.

Use cells A1:B2 to display your overall annual metrics, so you can easily keep tabs on your numbers:

Cell

Example Formula

Average Unit Cost (B1) (format as Accounting)

=AVERAGE(Utility_Tracker_2026[Cost Per Unit])

Total Consumed YTD (B2) (format as Accounting)

=SUM(Utility_Tracker_2026[Units Used])

Enter the following 2026 formulas in row 5. Excel will automatically apply them to the remaining rows when you press Enter:

Column

Example Formula

Units Used

=IF(ISBLANK(B5), “”, IFERROR((B5-B4),”-“))

Cost Per Unit

=IFERROR([@[Total Cost]]/[@[Units Used]], “-“)

Consumption Change (format as a Percentage)

=IFERROR((C5-C4)/C4, “-“)

The Units Used and Consumption Change formulas use relative cell references rather than structured references because they need to compare each row against the previous month’s values and must avoid the baseline row clashing with the header row.

As you enter the raw meter readings and total costs from your utility statements, the formulas automatically calculate your usage, cost per unit, and consumption change, while handling blank rows and returning error placeholders until the next month’s data is ready.

To visualize consumption spikes, select your Consumption Change column, then click Home > Conditional Formatting > Color Scales > Red-Yellow-Green to apply a heatmap that highlights higher consumption in red and lower consumption in green.

The following year, make these quick changes to a duplicated copy of the worksheet:

  1. Rename the duplicated sheet tab to reflect the year.
  2. Clear the Meter Reading and Total Cost columns.
  3. Type your final December meter reading from the previous year into row 5.
  4. Update the table name to match your new sheet title.

Track your personal monthly budget to master your finances

Build a stress-free money dashboard

A budget tracker in Excel with a summary dashboard directly above.

Setting up a monthly budget dashboard doesn’t require complex bookkeeping knowledge—you just need a clean structure that separates your cash summary from your upcoming billing dates.

First, insert the table:

  1. In row 9, create a table (Ctrl+T) with column headers for Category, Item, Cost, To Pay, Day, and Date.
  2. Name the table Jun_26.
  3. Format the Cost and To Pay columns as Accounting, and the Date column as Date.

Now, set up the summary dashboard:

  1. In cells A1:A7, type Month, Year, Total cost, To pay, Bank, and Leftover.
  2. Type the current month index number (such as 6 for June) into cell B1, the current year in cell B2, and your current bank balance (formatted as Accounting) in cell B6.
  3. Use the formulas below to complete the dashboard, with all cells formatted as Accounting.

Cell

Example Formula

Total Cost (B3)

=SUM(Jun_26[Cost])

To Pay (B4)

=SUM(Jun_26[To Pay])

Paid (B5)

=B3-B4

Leftover (B7)

=B6-B4

Now, move back to your Jun_26 table:

  1. Populate the first five columns for the first payment item (cells A10:E10) manually.
  2. Use the DATE function to generate the payment date in cell F10:

    =DATE($B$2,$B$1,[@Day])

As you move through the month, type PAID over fully cleared balances. If you pay off any expenses bit by bit, manually adjust the To Pay cell value as necessary.

A budget tracker in Excel with various items marked as PAID.

Finally, add some visual conditional formatting cues. The target cell or range in the table below is what you need to select before clicking Home > Conditional Formatting > New Rule > Use a formula… to set up a rule.

“Applies To” Range

Example Formula

Format

=$A$7:$B$7

=$B$7>0

Green fill

=$A$7:$B$7

=$B$7<0

Orange fill

=$A$10:$F$25 (select the whole table, excluding the header row)

=$D10=”PAID”

Gray fill

Conditional formatting rules that point to cells in a table column will automatically adjust as you remove or add rows.

To roll this tracker over into the future, follow this checklist in a duplicated worksheet tab:

  1. Double-click the new sheet to rename it for the new month.
  2. Update the month and year in cells B1 and B2.
  3. Update your starting bank balance in cell B6.
  4. Add any month-specific expenses to your table (and remove those corresponding to the previous month).
  5. Update the table name to match the current month and year. The associated structured references will update accordingly.

A weekend well spent

Whether you’re looking for ways to get organized or you simply enjoy playing around with Excel, spending an hour turning your finances and hobbies into trackable spreadsheet systems is a great way to feel a sense of achievement. And you don’t have to stop there! Last weekend’s Excel projects cover setting up a monthly habit tracker, a vehicle maintenance log, and a dynamic meal planner—three more tasks that will send you into Monday morning with the feeling of a weekend well spent.



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You’ve built your small business from the ground up. It’s your pride and joy, your financial security, and a potential legacy for your family. But what happens to your business interests after you’re gone? Without proper estate planning, your small business could face a chaotic future, disrupting operations, hurting employees, and jeopardizing your loved ones’ inheritance.

Business estate planning is your secret weapon. It’s not just for the ultra-wealthy with complex trusts and wills. For small business owners, it’s a crucial tool to ensure business continuity and protect your business value. Here’s how you can craft a comprehensive estate plan:

Know Your Business Inside and Out

The first step in your estate planning process is taking a deep dive into your business affairs. Make a list of all your business assets: equipment, inventory, intellectual property, and real estate.

Furthermore, don’t forget your business debts like loans and outstanding payments. This comprehensive list helps you understand what needs protecting and planning for in your estate planning documents.

Chart Your Business’s Future Course

What do you envision for your business after you’re gone? Should it stay in the family? Be sold to a trusted partner? Wind down entirely? This is where business succession planning comes in. It’s about deciding the future of your business in a way that honors your legacy and sets your team up for success.

Here are some questions to consider:

  • Family Business? Do you have a family member who shares your passion and has the skills to lead?
  • Trusted Partner? Is there a key employee you see as the ideal successor?
  • Time for a Change? Are you open to selling the business to ensure a smooth transition?

There’s no right or wrong answer. The key is to have open conversations with your loved ones and key employees to understand their goals and aspirations. This will guide you in crafting a business succession plan that feels right for everyone involved.

Develop a Rock-Solid Business Succession Plan

This plan outlines who will take over your business and how. You might identify a family member, a key employee, or even an outside buyer. The business succession plan should detail the transfer process, including training and timeline.

Here’s how to craft a plan as strong as your business itself:

  • Identify Your Successor: It could be a family member you’ve been mentoring, a trusted key employee, or even an outside buyer.
  • Groom Your Successor: Start by involving them in key decisions to give them opportunities to learn the ropes.
  • Plan for the Unexpected: Have a backup plan in place. Identifying another potential leader or outline a buy-out option for remaining partners.

An experienced estate planning attorney like Keele & Parke can help you draft a legally sound plan that considers state law and tax implications.

Avoid Conflict with Ironclad Sell Agreements

If you have co-owners, a sell agreement is vital. This agreement dictates what happens to a deceased or incapacitated owner’s share of the business. It prevents conflict among remaining partners and ensures a smooth ownership transition in your overall estate plan.

Wills vs. Trusts: Choosing the Right Tool

A will can designate who inherits your business assets. But the problem is it can be a slow and public process through probate court.

Here’s where a revocable living trust comes in. Think of it as a private vault that holds your business assets during your lifetime. You can name yourself as trustee, so you’re still in control.

Another thing, you can designate a successor trustee to seamlessly take over managing the business if you become disabled or pass away. This avoids probate and keeps things running smoothly for your loved ones and your employees.

Wills are still important for your overall estate plan, especially for personal assets outside the trust. But for your business, a revocable living trust offers flexibility, privacy, and peace of mind.

Minimize Estate Taxes Through Strategic Planning

Nobody wants a big chunk of their hard-earned business value going to the government after they’re gone. That’s where estate taxes come in, and they can be a real burden for your family. But don’t worry, there are smart estate planning strategies you can use to minimize the impact of these taxes.

  • Smart Business Structure: The legal entity you choose for your business can impact your estate taxes. Talk to your estate planning attorney about structuring your business as a limited liability company (LLC) or another entity that might offer tax advantages.
  • Explore Powerful Trusts: There are special types of trusts, like grantor retained annuity trusts (GRATs), that can be used to transfer ownership of your business interests to your heirs while minimizing the taxable value of those assets.

The right strategy for you will depend on your specific situation and goals. That’s why it’s crucial to work with an experienced estate planning attorney and financial advisor. They can help you create a personalized plan that minimizes your estate taxes and protects your legacy.

Don’t Neglect Your Personal Estate Plan

Your business is just one piece of the puzzle. You also need a personal estate plan that includes a will, power of attorney, and healthcare directives. Without it, your loved ones could face a legal mess during tough times. Bills might go unpaid, important decisions could be delayed, and family heirlooms could end up in the wrong hands.

An estate plan ensures your wishes are followed. It names guardians for your minor children, designates beneficiaries for your personal assets (like your home and savings), and appoints someone you trust to make healthcare decisions if you’re unable to. This gives your family peace of mind knowing they’re taken care of, even in your absence.

Life Insurance: A Lifeline for Your Loved Ones

A life insurance policy provides your beneficiaries with a lump sum of cash upon your death. This can be crucial for surviving family members or business partners, especially if they need to buy out another owner’s share through a sell agreement or pay estate taxes.

Regularly Review and Update Your Plan

Life circumstances change, and so should your estate plan. Regularly review your plan, especially after major life events like marriage, children, or changes in your business structure.

Seek Professional Guidance for a Comprehensive Plan

Business estate planning involves complex legal and financial considerations. Don’t try to go it alone. Consult with an experienced estate planning attorney specializing in business succession planning and a financial advisor with experience in small business matters. Their expertise can ensure your estate plan is comprehensive, legally sound, and achieves your goals for business continuity and protecting your loved ones.

Final Thoughts

Safeguarding your business is like protecting your family’s future. Take control. Schedule a consultation with an experienced estate planning attorney today. They’ll guide you through the process and ensure your legacy lives on.



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