personal budget template in excel personal finance dashboard template free download
In this video I demonstrate how to create a personal budget in Excel. You can follow the instructions to create your own template or download the template for free here: https://www.bluepecantraining.com/wp-content/uploads/2021/12/Personal-Budget-Template.xlsx
The template includes a two personal finance dashboards: the first displays a breakdown of monthly expenditure and the second displays a breakdown of annual expenditure.
If you want to follow the video tutorial the files you need are:
https://www.bluepecantraining.com/wp-content/uploads/2021/12/Personal-Budget-Template-Use-to-Follow-Video.xlsx
https://www.bluepecantraining.com/wp-content/uploads/2021/12/Data.xlsx
Table of Contents:
00:00 - Introduction
01:52 - Create the Record of Outgoings and Income Table
04:06 - Use the YEAR Function to Extract Year
04:50 - Use the TEXT Function to Extract Month Name
05:32 - Create Dependent Drop-Downs
10:37 - Budget Calculations Using SUMIFS
15:21 - Fixing Column References in a Table
20:18 - Income Calculations Using SUMIFS
24:31 - Date Drop-downs on the Month Dashboard
25:35 - Creating a Colour Palette for Your Dashboards
26:58 - Add Expenditure Category Icons
28:40 - Expenditure Conditional Formatting - Data Bars and Icons
33:49 - Create a Doughnut Chart (Month Dashboard)
37:05 - Create a Budget Chart (Month Dashboard)
40:51 - Create an Income Chart (Month Dashboard)
43:33 - Actual vs Target (Month Dashboard)
48:20 - Year Dashboard Introduction
48:55 - Expenditure Conditional Formatting - Data Bars and Icons
51:42 - Create a Doughnut Chart (Year Dashboard)
52:36 - Create a Budget Chart (Year Dashboard)
55:13 - Create an Income Chart (Year Dashboard)
57:24 - Create an Expenditure Chart (Year Dashboard)
58:49 - Add Budget Line (Error Bar) to Expenditure Chart (Year Dashboard)
1:01:45 - Actual vs Target (Year Dasboard)
In this video I demonstrate how to create a personal budget in Excel. You can follow the instructions to create your own template or download the template for free here: https://www.bluepecantraining.com/wp-content/uploads/2021/12/Personal-Budget-Template.xlsxThe template includes a two personal finance dashboards: the first displays a breakdown of monthly expenditure and the second displays a breakdown of annual expenditure.If you want to follow the video tutorial the files you need are:https://www.bluepecantraining.com/wp-content/uploads/2021/12/Personal-Budget-Template-Use-to-Follow-Video.xlsxhttps://www.bluepecantraining.com/wp-content/uploads/2021/12/Data.xlsxTable of Contents: 00:00 - Introduction01:52 - Create the Record of Outgoings and Income Table04:06 - Use the YEAR Function to Extract Year04:50 - Use the TEXT Function to Extract Month Name05:32 - Create Dependent Drop-Downs10:37 - Budget Calculations Using SUMIFS15:21 - Fixing Column References in a Table20:18 - Income Calculations Using SUMIFS24:31 - Date Drop-downs on the Month Dashboard25:35 - Creating a Colour Palette for Your Dashboards26:58 - Add Expenditure Category Icons28:40 - Expenditure Conditional Formatting - Data Bars and Icons33:49 - Create a Doughnut Chart (Month Dashboard)37:05 - Create a Budget Chart (Month Dashboard)40:51 - Create an Income Chart (Month Dashboard)43:33 - Actual vs Target (Month Dashboard)48:20 - Year Dashboard Introduction48:55 - Expenditure Conditional Formatting - Data Bars and Icons51:42 - Create a Doughnut Chart (Year Dashboard)52:36 - Create a Budget Chart (Year Dashboard)55:13 - Create an Income Chart (Year Dashboard)57:24 - Create an Expenditure Chart (Year Dashboard)58:49 - Add Budget Line (Error Bar) to Expenditure Chart (Year Dashboard)1:01:45 - Actual vs Target (Year Dasboard)
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In this video I demonstrate how to create a personal budget in Excel. You can follow the instructions to create your own template or download the template for free here: https://www.bluepecantraining.com/wp-content/uploads/2021/12/Personal-Budget-Template.xlsx
The template includes a two personal finance dashboards: the first displays a breakdown of monthly expenditure and the second displays a breakdown of annual expenditure.
If you want to follow the video tutorial the files you need are:
https://www.bluepecantraining.com/wp-content/uploads/2021/12/Personal-Budget-Template-Use-to-Follow-Video.xlsx
https://www.bluepecantraining.com/wp-content/uploads/2021/12/Data.xlsx
Table of Contents:
00:00 - Introduction
01:52 - Create the Record of Outgoings and Income Table
04:06 - Use the YEAR Function to Extract Year
04:50 - Use the TEXT Function to Extract Month Name
05:32 - Create Dependent Drop-Downs
10:37 - Budget Calculations Using SUMIFS
15:21 - Fixing Column References in a Table
20:18 - Income Calculations Using SUMIFS
24:31 - Date Drop-downs on the Month Dashboard
25:35 - Creating a Colour Palette for Your Dashboards
26:58 - Add Expenditure Category Icons
28:40 - Expenditure Conditional Formatting - Data Bars and Icons
33:49 - Create a Doughnut Chart (Month Dashboard)
37:05 - Create a Budget Chart (Month Dashboard)
40:51 - Create an Income Chart (Month Dashboard)
43:33 - Actual vs Target (Month Dashboard)
48:20 - Year Dashboard Introduction
48:55 - Expenditure Conditional Formatting - Data Bars and Icons
51:42 - Create a Doughnut Chart (Year Dashboard)
52:36 - Create a Budget Chart (Year Dashboard)
55:13 - Create an Income Chart (Year Dashboard)
57:24 - Create an Expenditure Chart (Year Dashboard)
58:49 - Add Budget Line (Error Bar) to Expenditure Chart (Year Dashboard)
1:01:45 - Actual vs Target (Year Dasboard)
