How to create Ultimate Personal Budget in Excel
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How to create Ultimate Personal Budget in Excel
This Excel tutorial teaches you how to create the ultimate Personal Budget template in Excel that covers every step from a zero-based multi-period Budget Planning through an intuitive Budget Tracking up to an interactive Budget Dashboard to constantly monitor and evaluate your personal budget performance. This Excel template enables you to not only keep track of your budget for ongoing periods and analyse your budget performance of passed periods, but also to pro-actively take control over your personal finances by planning your months and years ahead with almost zero effort.
The template covers every possible aspect required to get full control over your personal money-flows and comes with a number of features that are particularly designed to address real-life issues, like the planning of inconsistent money-flows like yearly, quarterly or monthly-changing income, expense or savings categories or the option to automatically treat late income (e.g. paycheck at the end of the month) as disposable income for the next month.
The interactive Budget Dashboard is the heart of this template as it comprises both the planned and tracked budget data in an incredible smart and powerful way. It is driven by one of the most powerful composition of calculations and sets new standards in terms of interactive data visualization and UX/UI design in Excel.
This tutorial covers every single step of the template creation and is an amazing training for your set of advanced Excel skills. The final template file is available for download on excelfind.com.
Tutorial Outline
00:00:00 Demo
00:16:26 Budget Plan Setup
01:08:25 Budget Tracking Setup
01:54:56 Dashboard - Initial Setup
02:11:04 Dashboard - Breakdown Section
03:55:39 Dashboard - Category Distribution Charts
04:33:46 Dashboard - Tracked vs. Budget Chart
05:31:02 Dashboard - Performance KPI Tiles
06:03:38 Finishing Touches
Resources
Final Template Download: excelfind.com/ultimate-excel-personal-budget
Color Palette: F0E936, 40D492, F9B710, FE1684, 9237BC, 4633F2, 3285F3, 1DD7F3
NOTE: This video has been produced for educational purposes as I want to have my community benefit from freely accessible training material. You are free to use the knowledge provided for your own personal or business-related projects. However, the reproduction, copying, and general reuse of the video or republishing of the creative process demonstrated is not permitted. Furthermore, the unauthorized redistribution of the final template or any sort of derivate of the template (for commercial gain or without a proper license) is not permitted. A violation thereof is considered copyright infringement and is subject to legal actions.
DISCLAIMER: I am not a financial advisor. Nothing said in this video is financial advice. This tutorial is solely about the technical creation of a powerful personal finance tool in Excel.
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