Learn Excel to Achieve Financial Freedom Chapter-2

Freeze Panes

In the previous chapter, we began recording transaction information for our main/salary account. As we continue, the rows in this Excel file will accumulate with transaction details. Frequently, you may need to scroll back to the top to view the available amounts in each category, which can be quite frustrating.

To resolve this, we can utilize a fantastic feature in Excel called ‘Freeze Panes’. This feature will keep the upper part of the spreadsheet always visible.

Let’s Start.

Open the Excel file and click on cell D9.

From the Menu Bar, click View and then Freeze Panes.

There are three options available. Click Freeze Panes. This will freeze all rows above and all columns to the left of cell D9.

From now on, no matter how far you scroll down, the top section will remain visible.

Dropdown

There are seven options in the category column to use: deposit, necessity, savings, investment, learning, fun, and donation. Instead of typing these each time, you can use the dropdown option to select from the seven choices.

To create the dropdown:

Select all the cells where you want to apply this feature. I have selected cells up to Row No. 100. I can repeat the process once these cells are filled.