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In this step-by-step tutorial, you'll learn how to create a personal finance dashboard from scratch in Excel in just 15 minutes. This can be used to track your finances such as your expenses, income or savings. Since the dashboard is fully dynamic, as soon as you enter a new transaction, it will be added to the dashboard. To automate the dashboard, we use Excel tables, text formulas, SUMIFS, date formulas, etc.
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Chapters:
0:00 - Introduction
0:42 – Adding entries
4:48 – Personal Finance Dashboard
10:15 a.m. – Distribution of categories
12:38 – Summary figures
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