![yellow finance](/img/default-banner.jpg)
- 6
- 5 543
yellow finance
United States
เข้าร่วมเมื่อ 30 มิ.ย. 2024
I make videos on personal finance, credit cards, and my investing journey!
NEW UPDATE to my Finance Tracker Power BI Dashboard | Analysis and Banking Page | FREE Download
▶️ Get the FREE Finance Tracker Version 2 here: payhip.com/b/AEFOd
I added new changes to the Spend Analysis page and added a Banking page to the Finance Tracker!
⌚ Timestamps:
00:00 Start Here
00:27 Thank You
00:46 Easiest Way to Update
01:11 Page 1 Overview
01:43 Analysis Page
02:05 Analysis Page Use Case #1
04:52 Analysis Page Use Case #2
05:53 Important Point (Slicer Settings)
07:00 Another Important Point (Refresh Data)
07:38 Back to Analysis Page Use Case #2
07:48 Banking Page Preview
08:38 Banking (Excel Data)
10:31 Banking (Power BI)
💳 Want a free way to support the channel? Here are my credit card referrals!
💳 Chase Sapphire Cards - Referral: www.referyourchasecard.com/19o/J6HA8RK6AK
💳 Chase Freedom Cards - Referral: www.referyourchasecard.com/18j/7R523OVJIL
💳 Amex Gold - Referral: americanexpress.com/en-us/referral/gold-card?ref=THOMAL1KDX&xl=cp01
💳 Amex BCE - Referral: americanexpress.com/en-us/referral/blue-cash-everyday-credit-card?ref=THOMALckiO&xl=cp01
PLEASE CHECK that the offer is the HIGHEST/BEST offer available before going through with the application!
DISCLAIMER: Using the card links and other products that appear on this website allows me to earn a referral bonus. However, I am not affiliated with nor get paid by any companies or products mentioned. My recommendations are based on my personal experience and research.
Related Videos:
▶️th-cam.com/video/1NNWcov32Bg/w-d-xo.html
Music Used: th-cam.com/video/3yxMR8BbNiY/w-d-xo.html&ab_channel=SkyZokkai by @skyzokkai
v2 - Patch Notes:
- PBI Changes:
- Added updated Spend Analysis Page
- Added Banking Page
- Added Appended table for Banking
- Separated Credits and Refunds into two separate measures
- Connected Aggregated Banking Table correctly in Model (connected date to Calendar Table date)
- Excel Changes:
- Added another bank account (HYSA)
- Added some more bank transaction examples
YOU MAY NEED TO DO THIS ON YOUR OWN POWER BI EVEN AFTER DOWNLOADING V2:
- Make sure data types for all columns for all sheets were correct in Power BI:
- Ex. Debits, Credits, Balances are all set to Fixed Decimal Number
- Multiplier is set to Percentage
- Est. Cashback is set to Fixed Decimal Number
- Date Sort Ascending for every table
- This may not be needed, but could help in situations where data is not entered chronologically
- It can also help with certain measures such as using DAX to get the latest bank balances. You shouldn’t have a problem, but if you find that your DAX measures for Bank balances are not grabbing the latest available balance, try adding a Sort Ascending to Date (for original source sheet AND appended table)
I added new changes to the Spend Analysis page and added a Banking page to the Finance Tracker!
⌚ Timestamps:
00:00 Start Here
00:27 Thank You
00:46 Easiest Way to Update
01:11 Page 1 Overview
01:43 Analysis Page
02:05 Analysis Page Use Case #1
04:52 Analysis Page Use Case #2
05:53 Important Point (Slicer Settings)
07:00 Another Important Point (Refresh Data)
07:38 Back to Analysis Page Use Case #2
07:48 Banking Page Preview
08:38 Banking (Excel Data)
10:31 Banking (Power BI)
💳 Want a free way to support the channel? Here are my credit card referrals!
💳 Chase Sapphire Cards - Referral: www.referyourchasecard.com/19o/J6HA8RK6AK
💳 Chase Freedom Cards - Referral: www.referyourchasecard.com/18j/7R523OVJIL
💳 Amex Gold - Referral: americanexpress.com/en-us/referral/gold-card?ref=THOMAL1KDX&xl=cp01
💳 Amex BCE - Referral: americanexpress.com/en-us/referral/blue-cash-everyday-credit-card?ref=THOMALckiO&xl=cp01
PLEASE CHECK that the offer is the HIGHEST/BEST offer available before going through with the application!
DISCLAIMER: Using the card links and other products that appear on this website allows me to earn a referral bonus. However, I am not affiliated with nor get paid by any companies or products mentioned. My recommendations are based on my personal experience and research.
Related Videos:
▶️th-cam.com/video/1NNWcov32Bg/w-d-xo.html
Music Used: th-cam.com/video/3yxMR8BbNiY/w-d-xo.html&ab_channel=SkyZokkai by @skyzokkai
v2 - Patch Notes:
- PBI Changes:
- Added updated Spend Analysis Page
- Added Banking Page
- Added Appended table for Banking
- Separated Credits and Refunds into two separate measures
- Connected Aggregated Banking Table correctly in Model (connected date to Calendar Table date)
- Excel Changes:
- Added another bank account (HYSA)
- Added some more bank transaction examples
YOU MAY NEED TO DO THIS ON YOUR OWN POWER BI EVEN AFTER DOWNLOADING V2:
- Make sure data types for all columns for all sheets were correct in Power BI:
- Ex. Debits, Credits, Balances are all set to Fixed Decimal Number
- Multiplier is set to Percentage
- Est. Cashback is set to Fixed Decimal Number
- Date Sort Ascending for every table
- This may not be needed, but could help in situations where data is not entered chronologically
- It can also help with certain measures such as using DAX to get the latest bank balances. You shouldn’t have a problem, but if you find that your DAX measures for Bank balances are not grabbing the latest available balance, try adding a Sort Ascending to Date (for original source sheet AND appended table)
มุมมอง: 807
วีดีโอ
NEW Amex Gold Card + HUGE UPDATE + New Design + Secret NERFS + NEW SIGN UP BONUS
มุมมอง 2.9Kหลายเดือนก่อน
▶️ Download my FREE Excel and Power BI Spend Tracking Template here: payhip.com/b/xivTC ⌚ Timestamps: 00:00 Intro Info 00:19 AF and NEW SUB 01:17 NEW Card Design - White Gold 01:26 How to get the White Gold (current cardholder) 02:14 Category Changes 02:53 New Credits 03:43 Dining Credit Changes 04:12 Credits and AF Breakdown 04:24 Hidden Dining Nerf - Grubhub 06:13 The Card Overall… 07:01 How ...
Chase Sapphire Has a $80 Free Entertainment Benefit! ENDING SOON!
มุมมอง 54หลายเดือนก่อน
▶️ Download my FREE Excel and Power BI Spend Tracking Template here: payhip.com/b/xivTC ⌚ Timestamps: 00:00 Start Here 00:12 Part 1 00:40 Part 2 01:03 Proof 01:27 IMPORTANT REMINDER 01:40 Upcoming Content 💳 Want a free way to support the channel? Here are my credit card referrals! ▶️ Chase Sapphire Cards - Referral: www.referyourchasecard.com/19o/J6HA8RK6AK ▶️ Chase Freedom Cards - Referral: ww...
How I Made a Creative Spend Tracker with Clean UI in Power BI with Hidden Slicers
มุมมอง 184หลายเดือนก่อน
▶️ Download my FREE Excel and Power BI Spend Tracking Template here: payhip.com/b/xivTC ⌚ Timestamps: 00:00 Start Here 00:11 Page Navigators 06:22 Custom Icons 15:00 Hidden Slicers RESOURCES I used: 🔗 Custom Icons: th-cam.com/video/lfqPpUdtTss/w-d-xo.html&ab_channel=HowtoPowerBI 🔗 MTD/QTD/YTD Table: th-cam.com/video/AdLDYohLeJc/w-d-xo.html&ab_channel=HavensConsulting 💳 Want a free way to suppor...
How I Track My Finances | Power BI Dashboard | Expense Tracker + FREE Templates
มุมมอง 1.5K2 หลายเดือนก่อน
▶️ Download my FREE Finance Tracker Version 2 here: payhip.com/b/AEFOd ITS BEEN UPDATED TO VERSION 2! Check out the version 2 video here: th-cam.com/video/Hvk_EQdgwvI/w-d-xo.html ⌚ Timestamps: 00:00 Start Here 00:32 Dashboard Demo/Overview 05:23 File Setup 05:35 Excel Template Walkthrough 09:02 PowerBI Data Source Settings 12:33 PowerBI Other Tables 13:47 PowerBI Model Relationships 14:47 Examp...
I read your post on reddit and was so happy when I saw you post this link. Thank you so much!
The gold card is up 75 dollars, but the resy credit is so easy to use it basically gives me 2 free meals every year.
yeah I was actually going to make an updated video. I never used Resy, but when I looked into it, there were more Resy restaurants near me than I thought. So even if the Dunkin credit is unusable for me, it's better than before! 💛
@@yellowfinance there is a Thai restaurant I go often in las vegas. I was just surprised to find out it's part of the resy program. Very exiting!
Yeah I was definitely too harsh on the Resy credit lol
@@yellowfinance I will not forgive amex for not making resy available on andrio as an app. I am disappointed but I can live with it.
The Resy credit is good and tons of options to eat at around Lincoln Park and the West Loop!!!
can you please make stock market tradebook/Pnl/analytics
Hello, thanks for your interest! I will be making videos on how I invest in the future, but currently, I just use my brokerage's built-in tools. I currently have a more passive investment style, but I'll definitely consider creating content around tradebook management, P&L analysis, and market analytics as I expand my content.
what's your id on reddit? Thanks
Hey, sorry for the late reply! This was the original post on Reddit: www.reddit.com/r/PowerBI/s/E2kwj1xEYX
@@yellowfinance thanks
Got this in my reccomended. Keep on grinding bro, i watched the vid. Everything from the thumbnail to the content of the video is worthy of a channel with alot of subs. Seriously... im a content creator myself and watch youtube for whole days on end so id say i can spot a good youtuber when i see one. Keep on the grind, you wil definitelly get there. Also, you earned a new sub. Id like to see your jurney to sucess.
Thank you so much! That means a lot. I’m trying to learn after effects so hopefully I can make some better animations in the future! 💛
“NERFED” as if this shit a video game 😭
😂 Credit cards are basically like a game lol. Basically min-maxing irl. There's different strats and a lot of people who have a Player 2 have access to a lot of OP strats too lmao
I would get an effective annual fee after the Dunkin, GrubHub and Uber Eats credits of $1 a year after using all the credits. The Resy restaurants where I live according to Resy on their website are all in Fort Myers. I have till next March 14 before it goes up to $325 for me as well. #TeamClassicGold
Beautiful video man. Thank you so much! Definitely going to try and recreate this for my personal spending
Thank you so much! If you need, I've also included the template file for free in the video description. You can mess around with the file to get a better understanding of how I've created some of the UI elements. I'll be updating the template file over time as I make changes.
nice video!
Nice