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How to create an Ultimate Personal Budget in Excel?
This Excel tutorial will teach 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 your personal budget performance. With this Excel template, you can not only track your budget for ongoing periods and analyze your budget performance from past periods, but also proactively take control of your personal finances by planning your months and years ahead without any hassle.
The template covers every possible aspect needed to take full control of your personal money flows and comes with a number of features specifically designed to address real life issues such as planning inconsistent money flows such as annual, quarterly or monthly- changing income, expenses or savings categories or the ability to automatically treat late income (e.g. paycheck at the end of the month) as disposable income for the following month.
The interactive Budget Dashboard is the heart of this template, as it contains both planned and tracked budget data in an incredibly smart and powerful way. Powered by one of the most powerful compilations of calculations, it sets new standards in interactive data visualization and UX/UI design in Excel.
This tutorial covers every step of creating a template and is great training for your advanced Excel skills. The final template file can be downloaded at excelfind.com.
*Tutorial overview*
00:00:00 Demo
00:16:26 Set budget plan
01:08:25 Budget tracking setup
01:54:56 Dashboard – Initial installation
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
*Sources*
Latest template download: excelfind.com/ultimate-excel-personal-budget
Color palette: F0E936, 40D492, F9B710, FE1684, 9237BC, 4633F2, 3285F3, 1DD7F3
*NOTE:* This video was created for educational purposes because I want my community to benefit from open-access training materials. You are free to use the knowledge provided for your own personal or business projects. However, reproduction, copying and general reuse of the video or republishing of the demonstrated creative process is not permitted. Additionally, unauthorized redistribution of the final template or any derivative of the template (for commercial gain or without proper licensing) is not permitted. A violation of this 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 solely about the technical creation of a powerful personal finance tool in Excel.
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