How to Build Personal Budget Dashboard in Excel
In this video, you’ll learn how to build a personal budget dashboard in Excel to take control of your finances. We’ll start by showing you how to set up an Excel personal budget dashboard template that’s perfect for tracking your income, expenses, and savings. Whether you’re a beginner or an experienced user, this tutorial simplifies creating a personal budget dashboard in Excel with helpful tips for organizing your finances.
You’ll also learn the best Excel formulas for a budget dashboard to make your tracking more efficient. We’ll guide you through automating calculations, so you can create a dynamic budget report that updates as you input new data per pivot tables. Plus, we’ll cover how to use an Excel pivot table for budget tracking to get a clear view of your spending habits.
By the end of this personal finance dashboard Excel tutorial, you’ll have a fully functional system to track spending in Excel, giving you greater control over your budget with an easy-to-use dashboard.
00:00:55 Building a grid for data visualization.
00:05:50 How to quickly create a template logo in Excel.
00:08:48 Creating a dashboard menu.
00:14:18 Building a pivot table for processing raw data.
00:15:02 Creating formulas for dynamic Excel charts.
00:17:05 How to create a multi-level budget distribution diagram template.
00:28:44 Creating a combo chart for daily data sampling.
00:36:40 How to make an interactive calendar in Excel.
00:44:47 Decorating dashboard design with additional charts and shapes.
00:53:01 Creating formulas for quick data label filling.
01:00:47 Developing a light version of a dashboard design.
01:08:48 Testing the functionality of interactive dashboard features in Excel.
Download the template with a ready-made example in the pinned comment.
Music:
Still Standing - Anno Domini Beats
Intentions - Anno Domini Beats
Follow The Shadows - The 126ers
Destination Unknown - Ugonna Onyekwe
Nice To You - Vibe Tracks
Up Above - Letter Box
Tropic Fuse - French Fuse
Sunny Travel - Nico Staf
Beat Your Competition - Vibe Tracks
Watch video How to Build Personal Budget Dashboard in Excel online without registration, duration hours minute second in high quality. This video was added by user Excel Visual 16 October 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 1,285 once and liked it 43 people.