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Home » Personal Budget Template in Excel – Personal Finance Dashboard Template – Free Download

Personal Budget Template in Excel – Personal Finance Dashboard Template – Free Download

     

    In this video I show you how to create a personal budget template.  You can download the featured template by using the link below.

    Click here to download the featured budget template.

     

    Video Table of Contents

    Use the time stamps below to navigate to different parts of the video.

    00:00 – Introduction

    01:52 – Create the Record of Outgoings and Income Table

    04:06 – Use the YEAR Function to Extract Year

    04:50 – Use the TEXT Function to Extract Month Name

    05:32 – Create Dependent Drop-Downs

    10:37 – Budget Calculations Using SUMIFS

    15:21 – Fixing Column References in a Table

    20:18 – Income Calculations Using SUMIFS

    24:31 – Date Drop-downs on the Month Dashboard

    25:35 – Creating a Colour Palette for Your Dashboards

    26:58 – Add Expenditure Category Icons

    28:40 – Expenditure Conditional Formatting – Data Bars and Icons

    33:49 – Create a Doughnut Chart (Month Dashboard)

    37:05 – Create a Budget Chart (Month Dashboard)

    40:51 – Create an Income Chart (Month Dashboard)

    43:33 – Actual vs Target (Month Dashboard)

    48:20 – Year Dashboard Introduction

    48:55 – Expenditure Conditional Formatting – Data Bars and Icons

    51:42 – Create a Doughnut Chart (Year Dashboard)

    52:36 – Create a Budget Chart (Year Dashboard)

    55:13 – Create an Income Chart (Year Dashboard)

    57:24 – Create an Expenditure Chart (Year Dashboard)

    58:49 – Add Budget Line (Error Bar) to Expenditure Chart (Year Dashboard)

    1:01:45 – Actual vs Target (Year Dasboard)