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Create an interactive personal finance budget dashboard from scratch on Excel. 📈 The Complete Finance & Valuation Course: https://www.careerprinciples.com/courses/finance-valuation-course 🆓 DOWNLOAD Free Excel file for this video: https://view.flodesk.com/pages/62926b311cd35022f04457cc In this video you'll build a personal finance budget dashboard from scratch using pivot tables to make it dynamic. First, you'll learn to input transactions either as an expense or income. Then, using pivot tables and conditional formatting, you'll create databars tracking your budget vs your actual expenses by categories such as transport, groceries, leisure etc. Thirdly, you'll learn to create dynamic charts with pivot tables such as a column chart and a bar chart. Lastly, we'll insert slicers to make the dashboard interactive such that you can change the months you want to see. LEARN: 📈 The Complete Finance & Valuation Course: https://www.careerprinciples.com/courses/finance-valuation-course 👉 Excel for Business & Finance Course: https://www.careerprinciples.com/courses/excel-for-business-finance 📊 Get 25% OFF Financial Edge Using Code KENJI25: https://bit.ly/3Ds47vS 📝 Investment Banking Recruiting Course: https://learn.careerprinciples.com/courses/the-complete-investment-banking-recruiting-course SOCIALS: 📸 Instagram - https://www.instagram.com/kenji_explains/ 🤳 TikTok - https://www.tiktok.com/@kenjiexplains?lang=en GEAR: 📹 My Favorite Books & Gear: https://kit.co/kenjiexplains ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Chapters: 0:00 - Adding Transactions 1:34 - Actual vs. Budget Databars 11:27 - Expense by Category 14:20 - Cash Balance 16:43 - Income & Expense Comparison Disclaimer: I may receive a small commission on some of the links provided at no extra cost to you.
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