How to Create a Budget Pie Chart in Excel – 7 Easy Steps

Step 1- Set Budget Categories

• Enter the budget categories in B5:B10, here.

Step 2 -Enter Budget Amounts

• Enter the expenses in C5:C10.

Step 3 – Format the Budget Table

• Select any cell in the dataset containing the amounts.
• Go to the Home tab.
• Select Sort & Filter in Editing.
• Click Largest to Smallest or Smallest to Largest to sort data.

Step 4 – Insert the Pie Chart

• Select a cell in the dataset.
• In Insert, select Charts.
• Click Insert Pie or Doughnut Chart.
• Choose 2-D Pie.

This is the output.

Read More: How to Make a Pie Chart in Excel

Step 5 – Edit the Budget Pie Chart

• Click the chart title (Amount) and rename it (Monthly Budget).

• Click Chart Elements (+) at the upper-right corner.

You can show/hide the categories using the Legend.

• Click Right to show the categories on the right side of the chart

You can also click the categories to bold or increase the font size.

• Check Data Labels to show the amounts on the chart. If you want to show the percentage only, select More Options.

• In Format Data Labels, check Percentage and uncheck Value.

Only the percentages will be displayed.

Read More: How to Make Multiple Pie Charts from One Table

Step 6 -Format the Budget Pie Chart

• Click the chart to access the Chart Design tab or format it in the Format tab.

Step 7 – Finalize the Budget Pie Chart

This is the output.

Read More: How to Create a 3D Pie Chart in Excel

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