Build a Dynamic Personal Finance Budget Tracker in 15 minutes
Kenji Explains Kenji Explains
600K subscribers
90,090 views
2K

 Published On Oct 30, 2022

Create an interactive Budget Tracker on Excel in 15 minutes
📈 Take our Finance & Valuation Course here: https://www.careerprinciples.com/cour...

🆓 DOWNLOAD Free Excel file for this video:
https://view.flodesk.com/pages/635e9c...

In this video you'll learn to make a personal finance budget tracker so you can keep your finances in check.
Step 1 is to set up the inputs tab, where you'll add all your income and expenses. These include your salary, rent, groceries and more.
Step 2 is to make the dashboard dynamic using the SUMIF's formula. With this you'll be able to see a monthly breakdown for all your expense and income categories.
In step 3 you'll work on the visuals which include conditional formatting and charting. The conditinal formatting will be for positive and negative percentage changes, while the charting will be for creating two pie charts giving us the breakdown of expense and income categories.

LEARN:
📈 The Complete Finance & Valuation Course: https://www.careerprinciples.com/cour...
👉 Excel for Business & Finance Course: https://www.careerprinciples.com/cour...
🚀 All our courses: https://www.careerprinciples.com/courses
📊 Get 25% OFF Financial Edge Using Code KENJI25: https://bit.ly/3Ds47vS

SOCIALS:
📸 Instagram - https://www.instagram.com/careerprinc...
🤳 TikTok -   / career_principles  
🧑‍💻 LinkedIn -   / careerprinciples  

GEAR:
📹 My Favorite Books & Gear: https://kit.co/kenjiexplains
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Chapters:
0:00​ -​ Step 1: Income and Expense Inputs
2:00​ - Step 2: Setting up the Dashboard
8:52​ - Step 3: The Visuals

Disclaimer: I may receive a small commission on some of the links provided at no extra cost to you.

show more

Share/Embed