How to create a Personal Budget Dashboard in Excel

A personal budget dashboard in Excel is a useful tool for tracking and analyzing your finances. In this video tutorial, you'll learn how to create such a dashboard from scratch using Excel's pivot tables, charts, and graphs. It will help you track your income, expenses, and plan your budget for the future.



This video covers the following aspects:

1. Building a grid for data visualization.
2. How to quickly create a template logo in Excel.
3. Creating the dashboard menu.
4. Building a pivot table to process raw data.
5. Creating formulas for dynamic Excel charts.
6. How to create a multi-level budget allocation chart template.
7. Creating a combo chart for selecting daily data.
8. How to create an interactive calendar in Excel.
9. Decorating the dashboard design with additional charts and shapes.
10. Creating formulas for quickly filling data labels.
11. Developing a light version of the dashboard design.
12. Testing the interactive features of the Excel dashboard.
13. The video shows one of six screens of the personal finance management dashboard in Excel.

Download personal budget dashboard template for Excel

The video shows one of six screens of the personal finance management dashboard in Excel.

Follow our detailed video guide to create a visual finance management system directly in Excel!