This article illustrates how to create a bullet journal in excel. A bullet journal is a system of organizing to-do lists, daily tasks, monthly goals, or future planning to easily keep track of them and manage your time more efficiently. Follow the article to learn how to create a bullet journal in excel so that you can customize it as required.

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## Download Sample Workbook

You can download the free template from the download button below.

## What Is a Bullet Journal?

A journal, in the simplest sense, is a diary. It is to arrange our daily, weekly, monthly, and future to-do lists in a more easily manageable way. The idea of the bullet journal, abbreviated as BuJo, was invented by Ryder Carrol in 2013. Initially, he described it as an analog system for the digital age to track the past, organize the present, and plan for the future. Since then, it has become very popular as people are using it on Excel, OneNote, Google Sheets, and many other digital platforms.

A simple bullet journal may consist of four core modules: the index, the future log, the monthly log, and the daily log. We usually add entries to the logs. Entries are logged using short bulleted sentences. Each entry is divided into three basic categories. Tasks – indicated by dot bullet, events – indicated by circle bullet, and notes – indicated by the dash bullet. An asterisk, known as a signifier, can be added before the bullet to give importance to a particular entry.

At the end of each month, a new monthly log is added. Bullet signs of all the completed tasks from the earlier logs are crossed out. Entries no longer relevant should be struck through to mark them as deleted. The less than sign over a bullet point signifies it as a scheduled task whereas the greater than sign mark it as a migrated task. A slash sign over the bullet point may indicate that the task is in progress.

## Steps to Create a Bullet Journal in Excel

Follow the steps below to create a bullet journal in excel.

### 📌 Step 1: Create a Future Log for Bullet Journal

The first step to create a bullet journal is to create a future log. You can do that by following the steps below.

#### ⇒ Resize Cells

- First, name the worksheet as Future Log. Then, select the downward arrow in the upper-right corner of cell
**A1**. This will select the entire worksheet. Next, drag any column divider line to set the column widths to 20 pixels. Then, set the row heights to 20 pixels in the same way. After that, each cell will form a square.

#### ⇒ Enter Header

- Then, type Future Log in cell
**B2**. Then, increase the font size as required. You can also merge some cells to align the header properly.

#### ⇒ Customize Dates & Bullets

- Next, you need to create an input section to customize dates and bullets as shown in the following picture. You can add the bullets from
**Insert >> Symbol**. Add more bullets below them if required.

#### ⇒ Generate Monthly Calendars

- After that, you need to create a one-month calendar. But first, enter the following formula in cell
**AC2**. You can merge some cells and increase the font size to give it a proper look.

`=IF($AM$5=1,$AM$3,$AM$3&"-"&$AM$3+1)`

- Then merge the cells
**B4:H4**. Next, enter the following formula in cell**B4**.

`=DATE(AM3,AM5,1)`

- After that, press
**CTRL+1**to open the**Format Cells**dialog box. Next, apply the custom formatting**dddd ‘yy**.

- Then, apply borders and fill color to the cell and make the font bold. Next, apply custom formatting
**d**to cells**B5:H11**. Then apply borders to them. Now enter the following formula in cell**B5**. After that, you will get the following result.

`=CHOOSE(1+MOD($AM$7+1-2,7),"S","M","T","W","T","F","S")`

- Then, you can drag the
**fill handle**icon to the right and increase the**+1**increment in the formulas by**1**After that, you will get the first letters of all the days of the week.

- Then, enter the following formula in cell
**B6**.

`=IF(WEEKDAY(B4,1)=$AM$7,B4,"")`

- Next, enter the following formula in cell
**C6**.

`=IF(B6="",IF(WEEKDAY($B4,1)=MOD($AM$7,7)+1,$B4,""),B6+1)`

- Then, drag the
**fill handle**icon to the right. But, you need to increase the**number**argument of the**MOD function**by**1**for the latter cells and. And you also modify the formula so that the**$B4**reference remains unchanged.

- After that, enter the following formula in cell
**B7**.

`=IF(H6="","",IF(MONTH(H6+1)<>MONTH(H6),"",H6+1))`

- Next, enter the following formula in cell
**C7**. Then drag the**fill handle**icon to the right.

`=IF(B7="","",IF(MONTH(B7+1)<>MONTH(B7),"",B7+1))`

- Now select cells
**B7**to**H7**and drag the**fill handle**icon below. Then you will get the following result.

#### ⇒ Add Dropdowns for Bullets

- Next, format the cells
**J4**to**AI11**as shown below by merging them. Then select the ranges**J4:J11**and**X4:X11**.

- After that, select
**Data >> Data Validation**.

- Then, go to the
**Setting**tab in the**Data Validation**dialog box. Next, choose**List**as the Validation criteria. Now, select the range**AM12:AM18**using the upward arrow in the**Source**field. Then, click on the OK button.

- After that, you can use the cell dropdowns to select the bullets and record your entries.

#### ⇒ Complete the Future Log

- Now add a thick bottom border to cells
**B2**to**AI2**. Then generate other monthly calendars to finalize the Future Log. - First, copy the range
**B4:AI11**and paste it into cell**B13**. Then, change the formula in cell**B13**to the following one. Next, uncheck the checkbox for gridlines from the View tab. After that, you will get the following result.

`=DATE(YEAR(B4+42),MONTH(B4+42),1)`

- Now, copy the range
**B13:AI20**and paste it directly below to get all other months.

**Read More: How to Make Journal Entries in Excel (with Easy Steps)**

### 📌 Step 2: Create a Monthly Log for Bullet Journal

- First, copy the range
**AL1:AN19**from the Future Log sheet and paste it on cell**AL3**in the Monthly Log sheet. - Then merge the cells
**B2**to**AJ2**. Next, enter the following formula in cell**B2**. After that, apply a thick bottom border to the cell.

`=UPPER(TEXT(DATE(AM5,AM7,1),"mmmm yyyy"))`

- Now insert the bullet dropdowns for your tasks in ranges
**B5:B10**and**T5:T10**.

- Then select the range
**B12:F12**and merge them. Next, drag the**fill handle**icon to the right to create a total of 7 merged spaces for the 7 days of the week. - After that, enter the following formula in cell
**B12**. Then, drag the**fill handle**icon to the right.

`=CHOOSE(1+MOD($AM$9+1-2,7),"SUN","MON","TUE","WED","THU","FRI","SAT")`

- But you need to modify the copied formulas. Increase the number argument of the
**MOD function**by**1**respectively.

- After that, create a monthly calendar as earlier except for allocating more cells for each day. Here you need to copy the formulas manually instead of dragging the
**fill handle**icon. Then modify the formula as earlier.

**Read More: Create General Ledger in Excel from General Journal Data**

### 📌 Step 3: Create a Weekly Log for Bullet Journal

- First, create a new worksheet and name it Weekly Log. Then, copy the range
**AL3:AM21**from the Monthly Log sheet and paste it into the same location in the Weekly Log sheet. - Then create the date and days of the week as earlier. Keep some space above for the heading you need to add later.

- Then, enter the following formula in cell
**B6**.

`=$B$4-(WEEKDAY(C$3,1)-($AM$7-1))-IF((WEEKDAY($B$4,1)-($AM$7-1))<=0,7,0)+1`

- Next, enter the following formula in cell
**C6**and drag the**fill handle**icon to the right.

`=B6+1`

- Then, enter the following formula in cell
**B7**.

`=H6+1`

- After that, enter the following formula in cell
**C7**and drag the**fill handle**icon to the right.

`=B7+1`

- Now, select the range
**B7:H7**and drag the**fill handle**icon down to complete the calendar. You can apply some conditional formatting to it.

- Then, enter the following formula in cell
**AM11**.

`=INDEX(B6:B11,AM9,1)`

- Then, merge the cells
**B2**to**AI2**and enter the following formula there.

`=UPPER(TEXT(AM11,"MMMM D")&" - "&TEXT(AM11+6,"d"))`

- Next, format the cells as shown below for your daily tasks. Then, enter the following formula in cell
**K4**and format the cell as**d**.

`=AM11`

- After that, enter the following formula in cell
**T4**. Similarly, enter formulas to other cells to gell all the days of the week.

`=K4+1`

- Now, enter the following formula in cell
**N4**and copy it to the other corresponding blank cells.

`=UPPER(TEXT(K4,"ddd"))`

- Finally, create the bullet dropdowns for your tasks as earlier using
**Data Validation**.

**Read More: How to Create a Forex Trading Journal in Excel (2 Free Templates)**

## Things to Remember

- Notice the cell references in the formulas carefully. You need to use the appropriate cell reference to get the desired result.
- It is better to download the template and check the formulas and formattings to understand the process easily.

## Conclusion

Now you know how to create a bullet journal in excel. Do you have any further queries or suggestions? Please let us know using the comment section below. You can also visit our **ExcelDemy** blog to explore more about excel. Stay with us and keep learning.