How to Make a Personal Income Tracking Dashboard in Excel
In this tutorial, you’ll learn how to make a personal income tracking dashboard in Excel to effectively manage and monitor your earnings. Whether you have a single source of income or need to track multiple income streams, we’ll guide you through creating a personal income dashboard tailored to your needs.
How to set up an income tracking template in Excel, making it easy to track everything from regular salary to passive income. This dashboard is especially useful for freelancers, offering a financial dashboard for freelancers to stay on top of earnings from various projects. You’ll also discover how to track income from multiple sources and organize it all in one place, helping you manage your finances efficiently.
By the end of this video, you’ll have a fully functional personal finance dashboard that simplifies budgeting and income tracking, providing a clear view of your earnings and helping you stay financially organized.
Time Codes:
00:00:54 Setting up a control panel grid template.
00:02:15 Creating a named range and pivot table based on raw data.
00:04:33 Formulas for sampling data on fixed and variable incomes.
00:05:24 Creating a chart template for comparative analysis of fixed and non-fixed incomes.
00:08:34 Formulas for an income distribution chart by sources.
00:09:53 Creating a chart template for income segmentation by types.
00:12:42 Formulas for sorting income sources by profitability.
00:13:30 How to create a chart template for visualizing income rankings.
00:15:06 Ratio of fixed income to variable income.
00:18:23 Setting up formulas for a daily income chart.
00:20:04 How to create a dynamic combo bar chart of monthly incomes by day.
00:22:21 Creating dashboard controls with pivot tables.
00:33:18 Example of creating a light version of the control panel design.
00:37:20 Review and enjoy the finished result.
Music:
Subway Dreams - Dan Henig
Tropic Fuse - French Fuse
Read All Over - Nathan Moore
Beat Your Competition - Vibe Tracks
Betya - Lauren Duski
Dutty - Vibe Tracks
Watch video How to Make a Personal Income Tracking Dashboard in Excel online without registration, duration hours minute second in high quality. This video was added by user Excel Visual 24 October 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 415 once and liked it 15 people.