Make the Ultimate Personal Finance Tracker in Excel (+ Free Template)
How to build a personal finance budget tracker in Excel step by step.
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In this video, I'll show you how to build a fully dynamic personal finance tracker where you simply have to log your transactions once, and everything flows automatically into a tracker.Here you have some KPIs and visuals up top, like the year-to-date savings and the savings by month. This is followed by the breakdown of income, expenses, and savings by month, by category, and even the annual averages. Once you complete this tracker, it's fully automatic, so there is no copy-pasting formulas or pivot tables you need to use. First in the transactions sheet is where you log any new incomes or expenses. Second, we'll lay out the tracker with all the different months, averages, and totals. Thirdly, we'll fill in the values with the SUMIFS function and calculate the savings. Then we will work on formatting using conditional formatting before use inverted color charts and KPIs to finish the tracker.
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SOFTWARE:
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Chapters:
0:00 - Intro
0:30 - Transactions Sheet
3:40 - Tracker Formatting
6:42 - Filling in the Values Automatically
9:55 - Calculating Savings
12:50 - Formatting Clean Up
14:20 - KPIs and Visuals