How to Budget a TripUsing Google Spreadsheets

Cinader2013

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Student Goals

Student Goals :

As the student, you will use the PowerPoint to help you learn to budget your trip

You will need to make a Google Spreadsheet where you will keep your information. This needs to be shared with Madame (nbildson@bloomfield.org) and with your partner.

Within the spreadsheet, you will learn to use tabs, to use equations

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Home Page

Basic HOW TO for Google

Spreadsheets

Access Drive

Name Spreadsheet

Share a Document

Create/Rename Sheet

Functions Intro

SUM function video

TRANSPOSE video

Format #/currency

Budget Option 2

Budget Option 1

Option 1 Summary

Itinerary Outline

Food Transportation

Lodging Tourist Costs

Total Budget

Don’t need the basics? Click here to decide how you want

to organize your spreadsheet: Option 1 or 2?

HomeStudent Goals

Option 2 Summary Day 1

Day 2 Day 3

Day 4 Total Budget

BasicsAccess Google Drive

Log in to your Google account

Click on Google Drive or just“Drive” at the top, black bar

Open a Google Spreadsheetby selecting the “CREATE”button on the top left of your screen; then select “Spreadsheet”

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Want help directly from Google to start a Spreadsheet? Click here.

BasicsGoogle Spreadsheet Introduction

Click here to rename your spread to the name of your region, plus your last name (and your partner’s)

Example title:“Bretagne.Cinader.Bildson”

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Want help directly from Google to start a Spreadsheet? Click here.

BasicsHow to Share a Google Document

On the top RIGHT corner, click the blue “Share” button

A screen will pop up labeled “Sharing settings”

Go to the bottom and “add people” by typing in their email addresses. Please ensure that you give them the proper ability to either EDIT or VIEW using the dropdown menu on the right

You may notify people via email and include a message. To notify me, ensure the box next to notify is selected, and please include the name of your region & your name(s) in the message area

Don’t forget to select “Share & save” and then the blue button “done” to finalize the process

HomeWant Google’s explanation instead? Click here.

BasicsCreating & Renaming Sheets

To create a sheet, simply move your mouse down to the very bottom LEFT of your window and click on the + button. An additional sheet will instantly show up next to the default “Sheet1” as seen here.

To rename a sheet, click on the down arrow next to the tab, and select “Rename…” from the dropdown box.

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BasicsUsing Spreadsheet Functions

Using Functions is easy! You select the spread you want to use a function in, and you start with the equal sign, plus whatever code word you need to do the trick you want done! Sounds confusing, but it isn’t. Example: =SUM(21+24)

By typing this in, the spreadsheet does the work for you and calculates the total of the two numbers in your cell.

How should you use functions? To total each Sheet on your document

To find a total number on your Final Budget Sheet

HomeGoogle Spreadsheets complete Function List

SUM

TRANSPOSE

BasicsFormatting Number/Currency

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On the main tab section of your spreadsheet document,select the Format tab

Then click on Number

And Choose “More Currencies”

You will have the option of EUROS, please use this for all cells that include monetary numbers, since your assignment is to use euros and not the dollar.

Decision Time!

You will need to decide how you are going to organize your budget. This is where your Google Spreadsheet comes into play.

Below there are two options. I highly suggest exploring and attempting both of the options.. You may end up using both of them, if you and your partner work differently; this is OK! You can then use the two as a system of “checks” to keep your budget balanced.

Note! Your overall budget is very important for this assignment. Don’t forget to be responsible with your money! You are not un-limited! 1 2

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Budget Option #1 You want to ensure that you know exactly how you are spending

your budget by separating out the categories. Your brain doesn’t like to mix up the budget with the itinerary.

If this is you, click the arrow button to go through each slide which separates out the budget into four categories. You will make six “pages” on your Google Spreadsheet.

1. Overall Itinerary2. Food3. Transportation4. Lodging5. Tourist Expenses6. Total Cost

1If this does not sound like you, you should explore Budget Option #2. Click the box below.

2

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BUDGET 1 - Itinerary

Day Time ActivitySun -- Arrive in Region

Mon 7-8am Eat breakfast, get ready

Mon 8-12pm Travel to site #1, visit site #1

Mon 12-2pm Eat lunch at _________ restaurant

• On your Google Spreadsheet, this replaces “Sheet1”. You should rename it “Itinerary”

• Label the columns as I have done so.• This is the place where you will keep your itinerary

organized, which will also keep your budget organized.• The events should be organized in chronological order.

HomeTrans Lodg TourFood Total

BUDGET 1 - Food

Day, Meal, Location AmountD1 (Sat), breakfast, hotel 0€ (included in hotel cost)

TOTAL : ____€

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How do I use a spreadsheet

function to make this box keep a running total?

How do I format this cell for EUROS?

Trans Lodg TourItiner Total

BUDGET 1 - Transportation

D#, From HERE to THERE, how AmountD1, Bus/metro to train station 5€ (2 tickets)

D1, Paris – Rennes, train 90€ (2 tickets, under 28)

TOTAL : ____€

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SUM function?

format for

EUROS?

Food Lodg TourItiner Total

BUDGET 1 - Lodging

Location, # of nights, Date(s) AmountParis Marriott Hotel, 1, Fri-Sat 0€ (boss will pay for 1 extra night)

TOTAL : ____€

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SUM function?

format for

EUROS?

Food Trans TourItiner Total

BUDGET 1 - Tourist

Souvenirs, Entrance Fees, etc. Amount?€

TOTAL : ____€

Note! You may not have anything in this spreadsheet.

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SUM function?

format for

EUROS?

Food Trans LodgItiner Total

BUDGET 1 – Total Budget

Each Category AmountFood ?€

Transportation ?€

Lodging ?€

Tourist Costs ?€

TOTAL : ____€

Food Trans LodgItiner Home

SUM function?

format for

EUROS?

How do I use the TRANSPOSE

function to copy the totals from these sheets?

Tour

Budget Option #2

Do you need to keep all of the events in order? Do you want to organize this trip day-by-day? Do you not care how you spend your money, so long as you stay within budget and get to do everything you want?

Then option #2 is right for you! It is separated out by day (4 pages, one for each day). Each day is then totaled on the final page so you can determine how much you are spending each day, not by category.

D1 If this does not sound like you, you should go back to Budget Option #1. Click the arrow. #1D2 D3

D4 $$

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BUDGET 2 – Day 1

Itinerary AmountBreakfast at hotel 0€ (included in hotel cost)

Metro to train station 5€ (2 tickets)

Train, Paris – Rennes 90€ (2 tickets, under 28)

Metro/Bus pack of 10 carnet 10€ (gives us 10 tickets)

Lunch, sandwiches from vendor ?? €

Site?? ?? €

Dinner?? ?? €

Lodging?? ?? €

TOTAL : ____€

2 3 4 $ Home

How do I use a spreadsheet

function to make this box keep a running total?

How do I format this cell for EUROS?

BUDGET 2 – Day 2

Itinerary AmountBreakfast ?? €

Transportation ?? €

Site ?? €

Lunch ?? €

Transportation ?? €

Site ?? €

Dinner ?? €

Lodging ?? €

TOTAL : ____€

1 3 4 $ Home

SUM function?

format for

EUROS?

BUDGET 2 – Day 3

Itinerary AmountBreakfast ?? €

Transportation ?? €

Site ?? €

Lunch ?? €

Transportation ?? €

Site ?? €

Dinner ?? €

Lodging ?? €

TOTAL : ____€

1 2 4 $ Home

SUM function?

format for

EUROS?

BUDGET 2 – Day 4

Itinerary AmountBreakfast ?? €

Transportation to airport ?? €

Flight Home 0€ (boss will pay for flight)

TOTAL : ____€

1 2 3 $ Home

SUM function?

format for

EUROS?

BUDGET 2 – Total Budget1 2 3 4

Each Day Overall AmountDay 1 - Sunday ??? €

Day 2 - Monday ??? €

Day 3 - Tuesday ??? €

Day 4 - Wednesday ??? €

TOTAL : ____€

Home

SUM function?

format for

EUROS?

How do I use the TRANSPOSE

function to copy the totals from these sheets?