Being aware of different potential strategies is useful for those who hold funds run by a fund manager, as it may be better to pick managers with a range of strategies as part of a portfolio of funds, creating a more diversified portfolio.
I don’t know what I was expecting when searching up “how to make a budget on excel” but this is definitely YEARS better than what I anticipated, thank you so much🙌
Wow, this would otherwise be a course I'd gladly pay for. It is mind-blowing how much automation you can get out of formulas. Great video series bro. May God bless you abundantly.
Someone get this man that freak in the sheets mug. Thank you! I've been so scared of building my budget in excel and this is amazing. Subscribed as a loyal follower! Thanks!
Please, please make more videos. Your videos are so much more interesting than any others that I have found. I especially like the encouragement that you give. Thanks
Hey man, this is perfect!!! You should keep going with this TH-cam thing, you’ve got a gift for being able to teach Excel to the average person while still getting something useful done. Most channels assume proficiency or are simple beginner tutorials of the basic functions (with no end goal in mind)
Nice, Glad you mentioned about the pacing to make a listener aware that they can pause the video and use the information in the description area to find the formulas.
My partner and I have been really struggling with finances lately for a multitude of reasons and it's been really negatively affecting our mental health. We've never been well off anyway, but we feel like we're not making progress with our finances. I've spent the last couple of days setting up my log and dashboard following your videos and they have been so useful and easy to follow! I've set my log to start in July... that gives me a little bit more time to get everything set up and get our budgets properly figured out. Thank you so much for these resources! ♥
Thank you so much for this helpful tutorial. Expense-tracking apps leave much to be desired especially when it comes to customization but Excel, when you know how to use it, can be such a powerful and flexible tool!
THANK YOU SO MUCH!! This and the Automated Budget (Excel version) are two of THE MOST HELPFUL TH-cam vids I've ever watched. All set up. Great info & easy to follow along without going too fast or unnecessary chatting. Fantastic!!
Hello~ thank you sooo much for this video!! Just wanted to point out, but the Step 1 Formula in the description is different from what's told in the video, here's the correct one: =SUMIFS(Log!$E:$E, Log!$A:$A, Dashboard!C$3, Log!$D:$D, Dashboard!$B5)
I still cant get Step 1 to work :/ I am using =SUMIFS(Log!$E:$E, Log!$A:$A, Dashboard!C$3, Log!$D:$D, Dashboard!$B5), and the one in the description but no values are input to cells C5 and C6
This works great, it took me a few hours and several mistakes, but I was able to build this spreadsheet and it works great. I have been wanting to make a budget, you showed me how and taught me so much along the way. Now I am going to watch the remainder of your tutorials you have uploaded. Thanks for taking the time. G
This is a good start for anyone that wants a simple dashboard. You can add an budget planner table/tab and have values linked to the correct portion, then can make it so you can select and sort each expense. It's easier to have a set number of rows, or you can do a header with two rows min (paychecks) then have a formula that dynamically alters the table. That can get complicated though.
I was working to the older tutorial when I went through the comments to answer a question that I'd run into, and partially solved. then I saw this excellent new video, huzzah! The question I was going to answer, which had a reply from Work Smarter himself, involved tracking Credit Card accounts, and other accounts too, with this spreadsheet. Being an amateur/beginner/low level excel wizard, I was able to do so roughly. And figured I'd share my results. I also expanded it to work for bank accounts and investment accounts. I added five columns to the log, between Debit and Balance. These are, from left to right: Credit, Revenues, Checking Account, Credit Account, and Investment Account. Credit and Revenues function just like Income and Debit. You input numbers here. The account tabs hold the names of your various accounts. Again, very straightforward. The reason these are separated is important! On a use of credit, I want to be able to associate credit expenses with my credit limits automatically. But if I have Credit and Debit accounts sharing a tab, there will be an irreconcilable moment where I have to simultaneously add and subtract from two accounts in one tab. You can potentially combine Checking and Investments, but having done Credit first, I decided to avoid potential headache. In the Dashboard beneath monthly Debit, I add three new sections. Credit, Accounts, and investments. Credit is the simplest. In the Income/Debit monthly tab, you put your accounts in. In the Total tab, you SUMIF the relevant account, and you're done. Conditional format just like the others to represent credit utilization. A quirk of this system is that you have to input a Debit charge, and a negative Credit amount in your credit card payment, to avoid having to do two-entries per one Credit Card payment. Checking is next, beneath Credit, and it was slightly tricky. But you can get your bank accounts working with the same number of SUMIFs with the extra account column. I have this compare to the withdraws on the account, and I use a Conditional Formatting statement with the three-color flags to represent a desired baseline amount/savings in each account. After that is Investments, and that actually requires an additional SUMIF to do neatly, and automatically. An extra sumif hunts for a specific Description that signifies when you investment, versus the total income from the investments which will pick up your compound interest which you'll include with any other descriptor. I then take the difference of these two to calculate the profit margin. I wanted to reformat this to display as a percentage of overall passive gains, but current dollar amount will function for the time being. These account parameters mean that in the yearly tabulation, you will need to treat Income from Paycheck and income from Investments differently. I colorcode my investments yellow, and you can extend the formatting across each easily. But you can't copy the same code from Paycheck to Investments. This also gave me room for two new charts ! I did a multi-figure bar graph for Investments Breakdown beneath the pie chart, and I did an Earning Trends area-line graph beneath the Spending Trends. I seriously encourage anyone to give this a try! If I could dot his, especially while following along to this video, anyone can! An all the same ideas still apply. It totally works on the yearly, just as easily!
This comment definitely deserves more attention. I was having trouble figuring out how to separate credit and debit as well as how to include my investments, and I believe I've found my answer! I'll give this a go when I have the time, THANK YOU for this great idea!
Working on my 2021 Financial Tracking with this one. And making "Work Smarter and Not Harder" my mantra for the year. This channel is definitely one of my best discoveries in 2020. Thank you and keep your pretty cool and brilliant videos coming...
This is absolutely awesome! Already created the automated budget for 2021. Now I am going to add this to it and create a Balance Sheet plus a Cashflow Statement to go along with it!! Thanks!!!
@@whyworksmarternotharder I have a question is they're anyway to keep the file from slowing down. since I add the new formula its been slow on updating and populating the information.
One tip for which I don't have a solid "this is how Excel will definitely do it": You can use a table that's resizing as you go. This might save a LOT of diskspace. Sure, such a file might just be a few 100mb big, maybe 1gig one day but I was able to size it down to just a few kilobytes. Also, it saves immensly on processing power as Excel doesn't have to update the rows to infinity but has to update just one row at a time thus making the spreadsheet faster to work with. Sure, these are all minor things but I think it's much better this way. Also, hiding the month and year column clears up the table even further and these don't need to be visible all the time as they're automated.
I actually learned a lot about excel formulas from this video. With the SUMIFS feature I can a feature where I can track my finances in different accounts (Tracking Bank Account 1, Bank Account 2, Cash, etc)
Thank you so much for the video! It helped me a lot. I have just one question: How do you take transfers from one credit card to another out of the 'expenses' or 'income' category while making sure, the balance adapts?
I love the budget & dashboard videos! Watched last night & already working on implementing! I’d love to add a sheet for debts to pay off, like the snowball method. We also have multiple home businesses to track & question ourselves with how to keep everything separate, in an easier way. Right now, we transfer by “robbing Peter to pay Paul” & then our transactions get really complicated to follow. Thanks for your help!
I'd like to add to this suggestion. Can this double as a check register? I would need to add a column for check # and one to check off transactions cleared from the bank. (checks and online scheduled payments)... Can I add columns to this without messing up the formulas?
On the dashboard I added a "Data Validation List" to the Year. Now I can select the year from a drop down menu. Made it a little easier to switch back and forth between years
thank you so very much for this amazing VLog on "personal budget dashboard/Budget spreadsheet/personal finance. Sure will use/apply it on a daily basis for my business. God Bless!
This video was great. I spent a year working with subscription budgeting tool only for random expenses not to pull over into the software throwing my totals off. Then it was a needle in a haystack to find which entry was missing. I decided to go back to Excel and then found this free video showing me how to do all the features most important to me--that I was paying a for in the other tool! Final question (I think) how to roll over the month on dashboard Month to date? Thank you for all your help. My budget is off to a great start for 2021!
That helps a lot. I was able to add a saving row as well. I have integrated the saving to the Month to date and Year to date dashboard. Thanks for this video. What I was looking for.
Both your videos on budgeting are great and I am now a subscriber. I would love to see a video on how to create a forecast based on future income and expenses. This closes the circle by showing how current decisions impact future cashflow. I have not be able to find a good alternative to quicken, which I no longer use and my excel skills are not so advanced. Thanks again!
Excellent explanation and very useful. I have a question, though: how can I change the income/expense budget amounts from one month without altering the same in the following/previous months?
What a lovely lesson for me this evening I will spend a couple of my minutes trying the lesson out. Is there one that can help a Landlord manage rental property?
Thank you for your video, I am having a problem with the SUMIFS formula. I have been following along with your steps exactly but my SUMIFS total outputs as zero. any suggestions? Thanks in advance.
This is so cool, you are so smart, this is just what I was looking for, it's going to take me a while to get the hang of this but I'm going to do this, yes it is fast but that's what they got rewind for, lol, now i'm going to see if I have google sheet or excel spreadsheet on my Ipad, thank you, oh new subbie !
This is great! finally I've found what I was looking for. I have basic Excel knowledege and your video have made it so much easier and explanation is on point. I've completed the budget, savings and dashboard part. Thank you, you've help me a lot. Looking fowarde to learn more from you.
Love the lay out, visual and function, this is kind of what I was looking for. I wanted to ask what would be the best way to be able to track different bank accounts with this spreadsheet?
New sub here!! As many have said already thanks for doing these videos I was frustrated with the apps for budgeting and I was thinking of doing one on excel then found your videos and they have been very helpful and informative!! I now have a great working budget that is tailored to my needs!! So Thanks again and have a great 2021!!
How can i download your videos on youtube premium? Thank you so much for all of your hard work of putting these videos together. I am learning so much from you!!! You are amazing!!! 🥰
I love these videos!! I was wondering if you create a video showing how to create a life budgeting sheets. Creating budgets for habits, keeping track of calories, pages in book read, goals and such. I didn't realize how much could be done with excel and Google sheets it's inspiring as I like to keep track of everything I do. Especially being a day trader/ swing trader I would like to document my progress in all forms and see various from trades based on technical factors as well as mental factors. I believe this would give me the ability to take myself to higher level in life. I really appreciate these videos! Thank you so much! 😊
Sooooo... I have a keychain of the excel document icon that has “I-no-idea-what-I’m-doing.xtml” as the doc name... I am so glad I found you by looking for budget tables in the search on TH-cam! 🖤
This is a life-saver!! its amazing, do you think you could make a video on a stock/investment table thrown into this dashboard? Because I would to create a data table tracking my stocks
Love your training for Google Sheets and Excel but is it possible to add a net worth tracker to the budget spreadsheet on a new tab that would pull data from the budget sheet into the net worth. I have two 401ks two IRAs and would like to have my budget and net worth all in one location? Great videos! thanks
I have a version on google sheets a bit different. th-cam.com/video/WRWg8mpIWpY/w-d-xo.html. If you don’t want the fuss you can get a pre made version www.etsy.com/listing/1252378574/
Hello, awesome tutorials! I watched your budgeting for google sheets video, but I prefer the way this one (for excel) is set up. Would it be possible to mostly follow this tutorial to replicate it in google sheets? Thank You!
You are really good! I've learned so much since I watched the one before this. smh. Freaking months on TH-cam trying to get a better grasp on some of the basics on Excel. I'll go through this one until I get it and reach out if I have questions. I truly appreciate you. If possible can you work on doing a video on mail merge?
Could u please make video showing how to divide a debit transaction for a credit card payment into different categories, and then how to set that up to see the running totals for each category as well as the dashboard categories? Thank you so much. Very helpful info.
Such a great and helpful video, can't thankyou enough. However, having a little trouble with the "Spending Trend" chart ! Hoping you might be able to help. Along the bottom axis i'm getting all of my category headings show up with months being shown along the bottom in the different line colours, do you know of a way in which i can reverse this so that the months are shown along the bottom axis. Thanks again, hopefully yours.
Thanks for this video; the best out there. The only thing which is unclear to me - is why as criteria in the SUMIFS function for income, you were using 'description' whereas, for debits, you used "category". I've applied "category" for both, and it worked out, well at least I hope it did:)
Could you do a follow up video about rolling this budget over at the end of the month? Particularly how does that work for the dashboard page? Thank you for all your help. My budget is off to a great start for 2021!
I Love this excel sheet! Game changer. Yearly planning/ tracking is key! Can you show a similar sheet that allows you to track things like credit card pay off goals, savings goals? Also, one missing element.... what if your budget by category varies each month? Any options there?
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*Leave a comment! It helps the TH-cam algorithm!!*
I need some help troubleshooting, how do I get ahold of you?
Being aware of different potential strategies is useful for those who hold funds run by a fund manager, as it may be better to pick managers with a range of strategies as part of a portfolio of funds, creating a more diversified portfolio.
Deciding on a suitable strategy can depend on various factors. kindly make referrals
@@xueyijun2144 i work with Tamara Diane Hagan . her strategies works very well for me. search her on the web.
@@walterlouis4828 i just found the website and i have drop a message.
I don’t know what I was expecting when searching up “how to make a budget on excel” but this is definitely YEARS better than what I anticipated, thank you so much🙌
Wow, this would otherwise be a course I'd gladly pay for. It is mind-blowing how much automation you can get out of formulas. Great video series bro. May God bless you abundantly.
Love it
My excel budget was only ok. I had to manually change things every month. This budget is amazing sir! You have earned a like and follow!
Awesome! So glad it works for you!
I'd be totally lost without this video! I was able to complete everything successfully, and as a Excel noob I learned a lot! Thanks so much!
Someone get this man that freak in the sheets mug. Thank you! I've been so scared of building my budget in excel and this is amazing. Subscribed as a loyal follower! Thanks!
Most underated finance video on TH-cam. Thanks, man you've save me a lot of paper and headaches.
Please, please make more videos. Your videos are so much more interesting than any others that I have found. I especially like the encouragement that you give. Thanks
incredible how you explain every step with such detail that one can blindly type in the formulas without pausing! Thanks
Much appreciated
Hey man, this is perfect!!! You should keep going with this TH-cam thing, you’ve got a gift for being able to teach Excel to the average person while still getting something useful done. Most channels assume proficiency or are simple beginner tutorials of the basic functions (with no end goal in mind)
Seriously, you actually followed everything, no way
Nice, Glad you mentioned about the pacing to make a listener aware that they can pause the video and use the information in the description area to find the formulas.
My partner and I have been really struggling with finances lately for a multitude of reasons and it's been really negatively affecting our mental health. We've never been well off anyway, but we feel like we're not making progress with our finances. I've spent the last couple of days setting up my log and dashboard following your videos and they have been so useful and easy to follow! I've set my log to start in July... that gives me a little bit more time to get everything set up and get our budgets properly figured out. Thank you so much for these resources! ♥
Awesome! This one will help plan! th-cam.com/video/WRWg8mpIWpY/w-d-xo.html
Thank you so much for this helpful tutorial. Expense-tracking apps leave much to be desired especially when it comes to customization but Excel, when you know how to use it, can be such a powerful and flexible tool!
This is my first time commenting😋 but I have been using this for the last few months and it has been a great help💯
THANK YOU SO MUCH!! This and the Automated Budget (Excel version) are two of THE MOST HELPFUL TH-cam vids I've ever watched. All set up. Great info & easy to follow along without going too fast or unnecessary chatting. Fantastic!!
Wow! Thanks for the kind words! Glad it worked!
Wow!! Just like a summary of all the other youtuber's videos I've seen! Just perfect thank you very much, starting 2022 with a plan!
Hello~ thank you sooo much for this video!! Just wanted to point out, but the Step 1 Formula in the description is different from what's told in the video, here's the correct one: =SUMIFS(Log!$E:$E, Log!$A:$A, Dashboard!C$3, Log!$D:$D, Dashboard!$B5)
I still cant get Step 1 to work :/ I am using =SUMIFS(Log!$E:$E, Log!$A:$A, Dashboard!C$3, Log!$D:$D, Dashboard!$B5), and the one in the description but no values are input to cells C5 and C6
@@marvinmartin1357 =SUMIFS(Log!E:E, Log!A:A, Dashboard!$C$3, Log!C:C,Dashboard!B5)
This works great, it took me a few hours and several mistakes, but I was able to build this spreadsheet and it works great. I have been wanting to make a budget, you showed me how and taught me so much along the way. Now I am going to watch the remainder of your tutorials you have uploaded. Thanks for taking the time. G
This is a good start for anyone that wants a simple dashboard. You can add an budget planner table/tab and have values linked to the correct portion, then can make it so you can select and sort each expense. It's easier to have a set number of rows, or you can do a header with two rows min (paychecks) then have a formula that dynamically alters the table. That can get complicated though.
This is EXACTLY what I was looking for for my young Mom’s group ( teaching them finances)!
two years late but I just found your videos. I have a lot to learn!!!!
Thank you! This video is PACKED, no fluffing around
Thank you for your time and your willingness to share this kind of content & knowledge on TH-cam! This budget spreadsheet is very useful 👍
💯
I was working to the older tutorial when I went through the comments to answer a question that I'd run into, and partially solved. then I saw this excellent new video, huzzah!
The question I was going to answer, which had a reply from Work Smarter himself, involved tracking Credit Card accounts, and other accounts too, with this spreadsheet. Being an amateur/beginner/low level excel wizard, I was able to do so roughly. And figured I'd share my results. I also expanded it to work for bank accounts and investment accounts.
I added five columns to the log, between Debit and Balance. These are, from left to right: Credit, Revenues, Checking Account, Credit Account, and Investment Account.
Credit and Revenues function just like Income and Debit. You input numbers here.
The account tabs hold the names of your various accounts. Again, very straightforward. The reason these are separated is important! On a use of credit, I want to be able to associate credit expenses with my credit limits automatically. But if I have Credit and Debit accounts sharing a tab, there will be an irreconcilable moment where I have to simultaneously add and subtract from two accounts in one tab. You can potentially combine Checking and Investments, but having done Credit first, I decided to avoid potential headache.
In the Dashboard beneath monthly Debit, I add three new sections. Credit, Accounts, and investments.
Credit is the simplest. In the Income/Debit monthly tab, you put your accounts in. In the Total tab, you SUMIF the relevant account, and you're done. Conditional format just like the others to represent credit utilization. A quirk of this system is that you have to input a Debit charge, and a negative Credit amount in your credit card payment, to avoid having to do two-entries per one Credit Card payment.
Checking is next, beneath Credit, and it was slightly tricky. But you can get your bank accounts working with the same number of SUMIFs with the extra account column. I have this compare to the withdraws on the account, and I use a Conditional Formatting statement with the three-color flags to represent a desired baseline amount/savings in each account.
After that is Investments, and that actually requires an additional SUMIF to do neatly, and automatically. An extra sumif hunts for a specific Description that signifies when you investment, versus the total income from the investments which will pick up your compound interest which you'll include with any other descriptor. I then take the difference of these two to calculate the profit margin. I wanted to reformat this to display as a percentage of overall passive gains, but current dollar amount will function for the time being.
These account parameters mean that in the yearly tabulation, you will need to treat Income from Paycheck and income from Investments differently. I colorcode my investments yellow, and you can extend the formatting across each easily. But you can't copy the same code from Paycheck to Investments.
This also gave me room for two new charts ! I did a multi-figure bar graph for Investments Breakdown beneath the pie chart, and I did an Earning Trends area-line graph beneath the Spending Trends.
I seriously encourage anyone to give this a try! If I could dot his, especially while following along to this video, anyone can! An all the same ideas still apply. It totally works on the yearly, just as easily!
This comment definitely deserves more attention. I was having trouble figuring out how to separate credit and debit as well as how to include my investments, and I believe I've found my answer! I'll give this a go when I have the time, THANK YOU for this great idea!
Working on my 2021 Financial Tracking with this one. And making "Work Smarter and Not Harder" my mantra for the year. This channel is definitely one of my best discoveries in 2020. Thank you and keep your pretty cool and brilliant videos coming...
This is an awesome comment! Love getting these! Thank you for the kind words! Work smarter not harder has been my motto for a while now!
Thanks, I've learnt so much more watching and using these videos
Awesome that’s what I love to hear
Thank you so much, this is great. Just in time to set it up for the new year. Thanks again!
Glad it worked out for you!
This is absolutely awesome! Already created the automated budget for 2021. Now I am going to add this to it and create a Balance Sheet plus a Cashflow Statement to go along with it!! Thanks!!!
Awesome! Glad it worked!!
This video is very helpful, the dashboard definitely looks smart. hoping to see many more of this. Thanks dear & all the best.
Thank you for this. I have been trying to figure out a much better method than what I had been using.
Thank you so much! this makes its so much easier for me . I already fix my 2021! Now I can make it better. AWSOME!!!!!!!
Great! Glad it works!!
@@whyworksmarternotharder I have a question is they're anyway to keep the file from slowing down. since I add the new formula its been slow on updating and populating the information.
Hey, this is really awesome and I finally have my budget in line! Thank you for investing the time to save me among others!
AMAZING! I just did the first video about two weeks ago and this just took it to another level! Thank you.
Awesome! Glad it works!
Awesome! Glad it worked!
This was so helpful!! Thank you! Would love to see new videos on different topics :)
One tip for which I don't have a solid "this is how Excel will definitely do it":
You can use a table that's resizing as you go. This might save a LOT of diskspace. Sure, such a file might just be a few 100mb big, maybe 1gig one day but I was able to size it down to just a few kilobytes.
Also, it saves immensly on processing power as Excel doesn't have to update the rows to infinity but has to update just one row at a time thus making the spreadsheet faster to work with.
Sure, these are all minor things but I think it's much better this way. Also, hiding the month and year column clears up the table even further and these don't need to be visible all the time as they're automated.
I actually learned a lot about excel formulas from this video. With the SUMIFS feature I can a feature where I can track my finances in different accounts (Tracking Bank Account 1, Bank Account 2, Cash, etc)
This is the best video I've seen on budget templates, thank you so much for posting!
That is an awesome video. Thanks to your video, I have a very clear budget. Keep up the good work!!!
Great to hear!
SAVAGE!!! Thank you!!! I am still picking up skull fragments from that mind-blowing walk-thru. Just added another tool to my excel toolbox.
Very nice mate.
After setting up a budget today, I'll have a go at this in a day or two :)
I hope everything's okay since you haven't posted any new videos in a few months. Love your videos! Super helpful!
Thank you so much for the video! It helped me a lot. I have just one question: How do you take transfers from one credit card to another out of the 'expenses' or 'income' category while making sure, the balance adapts?
I love the budget & dashboard videos! Watched last night & already working on implementing! I’d love to add a sheet for debts to pay off, like the snowball method. We also have multiple home businesses to track & question ourselves with how to keep everything separate, in an easier way. Right now, we transfer by “robbing Peter to pay Paul” & then our transactions get really complicated to follow. Thanks for your help!
Coming soon!!
I'd like to add to this suggestion. Can this double as a check register? I would need to add a column for check # and one to check off transactions cleared from the bank. (checks and online scheduled payments)... Can I add columns to this without messing up the formulas?
@@darlenehutchens9333 yes you can add those 2 columns without messing up the formulas. Google has a Checkbox you can insert
On the dashboard I added a "Data Validation List" to the Year. Now I can select the year from a drop down menu. Made it a little easier to switch back and forth between years
Also on the "Year to Date" I added my Savings the same way you did Income. Now I can track my savings total as well
thank you so very much for this amazing VLog on "personal budget dashboard/Budget spreadsheet/personal finance. Sure will use/apply it on a daily basis for my business. God Bless!
Your step formulas are off btw. Loving the video. Thank you!
This video was great. I spent a year working with subscription budgeting tool only for random expenses not to pull over into the software throwing my totals off. Then it was a needle in a haystack to find which entry was missing. I decided to go back to Excel and then found this free video showing me how to do all the features most important to me--that I was paying a for in the other tool! Final question (I think) how to roll over the month on dashboard Month to date? Thank you for all your help. My budget is off to a great start for 2021!
That helps a lot. I was able to add a saving row as well. I have integrated the saving to the Month to date and Year to date dashboard. Thanks for this video. What I was looking for.
Sir, Very nice template. One suggestion is to add savingsaccounts and creditcards and let the use of them be a part of the budgetplanner.
Wow! Definitely going to take my time with this one. Thanks for the information as always
I already started using the spread sheet from part 1.
Awesome!! Glad it’s working for you!
Both your videos on budgeting are great and I am now a subscriber. I would love to see a video on how to create a forecast based on future income and expenses. This closes the circle by showing how current decisions impact future cashflow. I have not be able to find a good alternative to quicken, which I no longer use and my excel skills are not so advanced. Thanks again!
I do cover this in my Google Sheets version! th-cam.com/video/WRWg8mpIWpY/w-d-xo.html. I think you’ll like it.
Great Video! Helps a lot! Thank you!
I'll be bingewatching all of your videos and I'll be back with questions 😅
Awesome! Im a noob on excel but I am learning from you a lot. Thank you! 🙏🏽
Amazing video just started doing it and it's hard cuz I don't know much about excel but I'll try my best
Thank you so much for this. I needed an Excel budget dashboard. Most of all, I needed practice. Thanks again!
Excellent explanation and very useful. I have a question, though: how can I change the income/expense budget amounts from one month without altering the same in the following/previous months?
Thank You, I have finally found a simple formula to get my miserable financial life together
Absolutely love this video! I was thinking about creating a budget and your video popes up in my home feed. :)
What a lovely lesson for me this evening I will spend a couple of my minutes trying the lesson out. Is there one that can help a Landlord manage rental property?
This was very helpful. I am setting mine up the same way but I am noticing the formula used in step 1 isn't the same as what's on the excel sheet.
Thank you for your video, I am having a problem with the SUMIFS formula. I have been following along with your steps exactly but my SUMIFS total outputs as zero. any suggestions? Thanks in advance.
This video is really helpful. Thank you.
This is extremly helpful, thank you.
Great video! Can you create a video showing adding holding accounts (saving each month for an annual expense)
Coming soon!
Great video, concise instructions. Easy to follow along 😃
Awesome. Glad it worked for you
This looks amazing! Would you have any videos to do the same on google sheets? Had a go with it but didn't go as I hoped. Thanks again!
Thank you for this. I'm really enjoying learning excel and building my budget tracker.
Absolutely Loved learning how to do this! Thank you so much!
This is what I’ve been looking for! I got paid apps for budgeting and this one is also good to learn. Thank you sir
This is so cool, you are so smart, this is just what I was looking for, it's going to take me a while to get the hang of this but I'm going to do this, yes it is fast but that's what they got rewind for, lol, now i'm going to see if I have google sheet or excel spreadsheet on my Ipad, thank you, oh new subbie !
This is great! finally I've found what I was looking for. I have basic Excel knowledege and your video have made it so much easier and explanation is on point. I've completed the budget, savings and dashboard part. Thank you, you've help me a lot. Looking fowarde to learn more from you.
Awesome! So glad it works for you!
Love the lay out, visual and function, this is kind of what I was looking for. I wanted to ask what would be the best way to be able to track different bank accounts with this spreadsheet?
Thank you…I can’t wait to set it up
Thank you!! I am glad I came across this.
New sub here!! As many have said already thanks for doing these videos I was frustrated with the apps for budgeting and I was thinking of doing one on excel then found your videos and they have been very helpful and informative!! I now have a great working budget that is tailored to my needs!! So Thanks again and have a great 2021!!
Wow! Thank you for the kind words! Glad it worked!
How can i download your videos on youtube premium? Thank you so much for all of your hard work of putting these videos together. I am learning so much from you!!! You are amazing!!!
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I love these videos!! I was wondering if you create a video showing how to create a life budgeting sheets. Creating budgets for habits, keeping track of calories, pages in book read, goals and such. I didn't realize how much could be done with excel and Google sheets it's inspiring as I like to keep track of everything I do. Especially being a day trader/ swing trader I would like to document my progress in all forms and see various from trades based on technical factors as well as mental factors. I believe this would give me the ability to take myself to higher level in life. I really appreciate these videos! Thank you so much! 😊
Sooooo... I have a keychain of the excel document icon that has “I-no-idea-what-I’m-doing.xtml” as the doc name...
I am so glad I found you by looking for budget tables in the search on TH-cam!
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commenting to help with the algorithm... great stuff!
This is a life-saver!! its amazing, do you think you could make a video on a stock/investment table thrown into this dashboard? Because I would to create a data table tracking my stocks
Great video. Learned some new things!
This video is perfect! Thanks very much.
Love your training for Google Sheets and Excel but is it possible to add a net worth tracker to the budget spreadsheet on a new tab that would pull data from the budget sheet into the net worth. I have two 401ks two IRAs and would like to have my budget and net worth all in one location? Great videos! thanks
Maybe a part three!
I love this, I am having trouble figuring out how to complete the spreadsheet by using Google Sheets. My computer is not equipped with Excel
I have a version on google sheets a bit different. th-cam.com/video/WRWg8mpIWpY/w-d-xo.html. If you don’t want the fuss you can get a pre made version www.etsy.com/listing/1252378574/
Thank you! Fantastic video.
Very interesting video thanks. Really learned loads
Hello, awesome tutorials! I watched your budgeting for google sheets video, but I prefer the way this one (for excel) is set up. Would it be possible to mostly follow this tutorial to replicate it in google sheets? Thank You!
You are really good! I've learned so much since I watched the one before this. smh. Freaking months on TH-cam trying to get a better grasp on some of the basics on Excel. I'll go through this one until I get it and reach out if I have questions. I truly appreciate you.
If possible can you work on doing a video on mail merge?
Yes that’s on the docket! And I’m so glad to hear you are learning!! It’s why I do what I do!
@@whyworksmarternotharder Thank you so much.
Great video, well explained and at a perfect pace.
Excellent tutorial!
Awesome vid! I have been looking for something like this for a long time.
Could u please make video showing how to divide a debit transaction for a credit card payment into different categories, and then how to set that up to see the running totals for each category as well as the dashboard categories? Thank you so much. Very helpful info.
Thank you for the video.I really need it
Such a great and helpful video, can't thankyou enough. However, having a little trouble with the "Spending Trend" chart ! Hoping you might be able to help. Along the bottom axis i'm getting all of my category headings show up with months being shown along the bottom in the different line colours, do you know of a way in which i can reverse this so that the months are shown along the bottom axis. Thanks again, hopefully yours.
Thanks for this video; the best out there. The only thing which is unclear to me - is why as criteria in the SUMIFS function for income, you were using 'description' whereas, for debits, you used "category". I've applied "category" for both, and it worked out, well at least I hope it did:)
That was a glitch in the video 🤦♂️
Could you do a follow up video about rolling this budget over at the end of the month? Particularly how does that work for the dashboard page? Thank you for all your help. My budget is off to a great start for 2021!
Maybe a part three! Sorry for the delay in response!
Awesome ! New to excel and it helps with home and work
! I’m glad it works for you
I love this! But I am finding that the doc is running slow when I add in new data. Anyway to fix this?
I Love this excel sheet! Game changer. Yearly planning/ tracking is key! Can you show a similar sheet that allows you to track things like credit card pay off goals, savings goals? Also, one missing element.... what if your budget by category varies each month? Any options there?