How to make a personal expense budget in Excel
In this video, I'll explain how to create a personal expense budget in Excel. This allows you to compare planned versus actual spending and make adjustment decisions.
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CHAPTERS
00:00 Introduction
00:18 Creating a budget sheet
06:00 Monthly report sheet: linking sheets
08:06 Handling the #DIV/0 error!
09:14 Applying a data bar with conditional formatting
11:22 Adding flags with conditional formatting
13:49 Inserting and formatting a bar chart
16:16 Inserting and formatting a pie chart
19:55 Creating a summary table for budget, expenditure, and difference
23:22 Keeping the chart visible when hiding the data
24:43 Report_category sheet: Creating a name for the categories
25:45 Creating a drop-down list for months
36:40 Displaying values based on the list value with INDIRECT
28:10 Creating flags with conditional formatting
29:03 Inserting a bar chart and modifying its characteristics
33:33 Creating a summary table for budget, expenditure, and difference
RESOURCES
✅Want to learn more about drop-down lists?
• Listas desplegables en Excel
• Como armar listas desplegables dependiente...
✅How to fix errors in Excel
• Los 8 errores más comunes en Excel [y cómo...
✅Download the template: https://www.planillaexcel.com/presupu...
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