• .. Video 11 - 15 mins 11 - 15 mins

Automate your Budget in excel

Example of Budget template in Excel

This YouTube video by Deepak offers a comprehensive walkthrough on creating an automated budget tracking spreadsheet in Excel.
The first section dives into building the basic structure. You'll learn to set up a title, format cells, and create buttons for different sections like "Expenses." Deepak also guides you on creating separate sheets for expenses and savings, and establishing a drop-down list for expense categorization. The second section focuses on managing savings. You'll discover how to link copies of the budget sheet for individual savings goals, rename them accordingly, and visualize progress through charts. Section three delves into data entry and formatting. It covers selecting cells, setting colors and fonts, and adding formulas for income, expenses, and calculations like income vs. expenses. You'll also learn how to create charts to visualize your spending habits. The final section emphasizes clarity and user-friendliness. Deepak demonstrates formatting income categories, hiding gridlines for aesthetics, and using charts to effectively represent spending percentages. By following these steps and downloading the video's training file, you'll be well on your way to managing your finances with a user-friendly and informative Excel budget tracker. Click to learn.