How to Make a Personal Capital Tracker Dashboard in Excel
In this tutorial, you’ll learn how to make a personal capital tracker dashboard in Excel to monitor your net worth and keep your finances organized. Using a personal finance dashboard template in Excel, we’ll show you how to set up a comprehensive tool for tracking assets and liabilities, perfect for investors and those looking to build a clear financial picture.
We’ll walk through creating a personal balance sheet in Excel to capture your net worth, and you’ll learn the best Excel formulas for tracking. For added efficiency, we’ll also cover how to automate net worth calculations, so your dashboard updates dynamically as your data changes. By following this guide, you’ll gain insights similar to a personal capital free financial dashboard and create a streamlined system to track assets and liabilities in Excel.
By the end video, you’ll have a complete Excel personal net worth dashboard that makes tracking and managing your finances simple and effective.
Time Codes
00:00:32 Preparing the foundation for dashboard development.
00:01:28 Processing table based on raw data.
00:02:10 Creating pivot tables for capital history analysis.
00:02:32 Dynamic formulas for extracting data from pivot tables.
00:03:32 Creating a multi-level template chart for capital allocation across investment portfolio assets.
00:10:43 Complex formula table for building a waterfall chart.
00:18:47 Waterfall Chart - the best visualization for analyzing portfolio value dynamics.
00:21:03 Enhancing visualization with an additional bar chart as cursors.
00:22:27 Adding the first dashboard control for month switching.
00:27:01 New formula table for daily capital value analysis.
00:33:41 Creating a complex multi-layered column histogram.
00:36:17 Adding a second control for switching data by day.
00:38:12 Formula table for visualizing positive and negative values on a chart.
00:39:54 How to create a smart dynamic chart with over 100% in Excel.
00:49:05 Switching to a light design template.
00:53:55 Testing the functionality of personal capital analysis presentation in Excel.
Music:
Veil of mysteries. - Patrick Patrikios
Betya - Lauren Duski
Brooklyn and the Bridge - Nico Staf
Crimson Fly - Huma-Huma
Dutty - Vibe Tracks
Beat Your Competition - Vibe Tracks
Read All Over - Nathan Moore
Sinister - Anno Domini Beats
Subway Dreams - Dan Henig
Watch video How to Make a Personal Capital Tracker Dashboard in Excel online without registration, duration hours minute second in high quality. This video was added by user Excel Visual 26 October 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 754 once and liked it 20 people.