How to Make Personal Income and Expenses Chart in Excel
Want to take control of your personal finances? In this tutorial, we’ll show you how to create a pie chart for income and expenses in Excel, making it easier to visualize your personal budget data. You’ll learn how to design an Excel chart to track spending over time and compare income vs. expenses. This step-by-step guide will also cover how to create a comprehensive financial dashboard in Excel, allowing you to monitor your budget, manage financial goals, and make informed decisions. Whether you're a beginner or familiar with Excel, you'll master the skills to build a dynamic dashboard for personal finances. Start organizing your money smarter today!
Time Codes:
00:00:00 Intro.
00:00:30 Creating a Dashboard Design Grid.
00:06:07 Preparing source data and pivot tables for interactive charts.
00:11:42 Line Chart for monthly expenses Excel.
00:23:17 How to Make a Pie Chart of Income to Expenses Ratio.
00:31:35 Creating a light version of the presentation design in Excel.
This is the beginning of a series of video tutorials on developing a multi-screen dashboard for analyzing personal finance income and expenses. To be continued.
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