Take Control of Your Finances with this Personal Budget Tracking Spreadsheet

TLDRLearn how to use a personal budget tracking spreadsheet to manage multiple bank accounts, analyze spending, and stay on top of your financial position.

Key insights

📊The personal budget tracking spreadsheet helps you manage multiple bank accounts in one place.

🔍You can easily identify problem areas and take corrective action using the budget tracking spreadsheet.

🗓️The spreadsheet allows you to track your financial position over time, making it easy to plan for the future.

💰The personal budget tracking spreadsheet includes built-in formulas to help you calculate your savings and expenses.

💻The spreadsheet is easy to customize for your specific needs, with no coding required.

Q&A

How do I download the personal budget tracking spreadsheet?

You can download the spreadsheet for free from the link in the video description.

Is the budget tracking spreadsheet suitable for use in future years?

Yes, the spreadsheet is designed for use in future years, allowing you to easily continue tracking your finances.

Can I customize the budget tracking spreadsheet?

Yes, the spreadsheet is fully customizable to fit your specific needs. You can add or remove categories and subcategories as necessary.

Does the budget tracking spreadsheet support multiple bank accounts?

Yes, the spreadsheet allows you to manage multiple bank accounts in one place, making it convenient for tracking your finances.

Are there any formulas in the budget tracking spreadsheet?

Yes, the spreadsheet includes built-in formulas to help you calculate your savings, expenses, and financial position.

Timestamped Summary

00:00Learn how to use a personal budget tracking spreadsheet to manage multiple bank accounts and analyze spending.

05:46Customize the spreadsheet to fit your specific needs, with no coding required.

08:41Combine three tables into one dataset using Power Query for easy data analysis.

12:33Create charts to visualize your actual versus budget expenses and income over time.

16:36Build a profit and loss pivot table to summarize your financial data.

19:28Create a donut chart to show the proportion of income by source.