➡️ Download and customize a FREE automated personal budget template here: [ Ссылка ]
With the cost of living crisis affecting everyone, it is essential to get control of your finances so you don't leave yourself short. I've put together this interactive personal budget tracking spreadsheet designed for use in future years. It's super quick and easy to use for multiple bank accounts, all in one place, and it gives you a handle on your financial position at a glance. It highlights problem areas, and you can drill down to identify the cause and take corrective action to get back on track.
Resources mentioned in the video:
1. Excel Tables as Source for Data Validation Lists: [ Ссылка ]
2. Power Query Course: [ Ссылка ]
3. Excel Dashboard Course: [ Ссылка ]
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⏲ TIMESTAMPS
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0:00 What you can expect
0:37 Requirements & bonus
1:07 Creating lists of income and expenses
2:58 Preparing the budget
4:17 Recording actual spend
5:53 Recap and important information
6:28 How to gather and clean data
10:40 How to merge tables
13:18 How to analyze data & create report
25:40 Renaming PivotTables
26:07 Inserting a timeline slicer
27:37 Simplify data with this feature
29:08 Surplus or deficit
#PersonalBudget #BudgetTracker #ExcelTutorial
