💰Track your actual expenses and budget in an interactive dashboard.
📊Compare your actual expenses to your budget using data bars.
💵Monitor your cash balance and see how it changes over time.
🔀Use slicers to easily filter and analyze data by month and category.
📈Create charts to visualize your expenses and income.
How can I download the start file?
—You can find the link to download the start file in the video description.
What version of Excel is required for this tutorial?
—This tutorial can be followed using any version of Excel that supports pivot tables and data bars.
Can I customize the categories and budget amounts?
—Yes, you can customize the categories and budget amounts according to your own needs.
Is this personal finance dashboard suitable for business use?
—While this dashboard is designed for personal finance, it can also be adapted for business use with some modifications.
Are there any additional resources for further learning?
—Yes, you can check out the course mentioned in the video description for more in-depth finance, valuation, and financial modeling tutorials.
00:00Introduction to creating an interactive personal finance dashboard in Excel.
02:24Setting up the actuals sheet to record your transactions and categorize them.
05:33Creating the budget sheet to set your budget for each category.
07:22Using data bars to visually compare your actual expenses to your budget.
09:40Adding custom icons and formatting the dashboard for a professional look.
11:31Creating an expense by category chart to analyze your spending.
14:24Analyzing your cash balance and tracking its changes over time.
16:11Creating a chart to compare your actual income and planned income.
