Excel – create a two part budget for a three month period on separate sheets which you name appropriately and color the tabs. 1) Sources of your income. 2) Sources of your expenses. Be sure to use formulas for all totals. From the data, create two charts: 1) income and 2) expenses
PowerPoint – Do a short (4 slides - minimum) presentation to present to the loan officer at your bank that highlights the positive aspects of your portfolio. Use the charts from Excel as graphic in your slides presentation.