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How to Create an 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 zero-based multi-period budget planning to intuitive budget tracking to an interactive budget dashboard to continuously monitor and evaluate budgets. performance of your personal budget. This Excel template not only allows you to track your budget for current periods and analyze budget performance for past periods, but also proactively take control of your personal finances by planning your months and years in advance with almost no effort.
The template covers all possible aspects needed to gain full control over your personal financial flows and comes with a number of features specifically designed to solve real-world problems, like scheduling inconsistent cash flows like annual, quarterly or monthly. changing income, spending or savings categories or the ability to automatically treat late income (for example, a paycheck at the end of the month) as disposable income for the following month.
The interactive budget dashboard is at the heart of this model as it includes both planned and tracked budget data in an incredibly intelligent and powerful way. It leverages one of the most powerful computational compositions and sets new standards for interactive data visualization and UX/UI design in Excel.
This tutorial covers every step of creating the template and is incredible training for your advanced Excel skillset. The final model file is available for download at excelfind.com.
*Tutorial Preview*
00:00:00 Demo
00:16:26 Setting up the budget plan
01:08:25 Configuring budget tracking
01:54:56 Dashboard – Initial setup
02:11:04 Dashboard – Distribution Section
03:55:39 Dashboard – Category Distribution Charts
04:33:46 Dashboard – Chart tracked against budget
05:31:02 Dashboard – Performance KPI tiles
06:03:38 Final touches
*Resources*
Download the final model: excelfind.com/ultimate-excel-personal-budget
Color palette: F0E936, 40D492, F9B710, FE1684, 9237BC, 4633F2, 3285F3, 1DD7F3
*NOTE:* This video was made for educational purposes because I want to provide my community with freely accessible training materials. You are free to use the knowledge provided for your own personal or professional projects. However, reproduction, copying and general reuse of the video or re-editing of the creative process demonstrated is not permitted. Additionally, unauthorized redistribution of the final model or any sort of derivative of the model (for commercial purposes or without appropriate licensing) is not permitted. Any violation thereof is considered copyright infringement and is subject to legal action.
*DISCLAIMER:* I am not a financial advisor. Nothing said in this video is financial advice. This tutorial is all about technically creating a powerful personal finance tool in Excel.
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