Excel Personal Finance Tracker 101 | Build & Automate Yours in Minutes

Track your income and expenses in Excel (step-by-step guide & free template)
⬇️ Download the example file here and follow along: https://bit.ly/personalfinance25file
👩‍🏫 Master Excel with my courses: https://bit.ly/pftracker25courses

🎬 MORE FREE EXCEL TEMPLATES, full playlist here: https://bit.ly/templates26playlist

Being in control of your money is one of the most important life skills we can learn today. In this video, I’m going to show you how to build a simple, effective finance tracker in Excel or Google Sheets that lets you monitor every dollar.

You can analyze your spending by category, month, and even year over year. Best of all, it takes less than 15 minutes to set up, and the report updates automatically.

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⏲ TIMESTAMPS
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0:00 Defining categories
2:11 Classifying bank transactions
4:35 Creating a report
10:50 Easy filtering by year or month
13:25 How to automatically update the report
14:18 Final adjustments

#Excel #BudgetTracker #PersonalFinance