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Excel Expenses Tracker Automate Your Personal & Business Finances

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Автор: Digital Trade

Загружено: 15 апр. 2025 г.

Просмотров: 232 просмотра

Описание:

#exceltracker #ExpensesTracker #FinanceWithExcel
#ExcelTutorial #Budgeting #SmallBusinessTools
#AutomateWithExcel #ExcelVBA #financialplanning

   • Excel Mastery: From Basics to Pro  

In this 23-minute tutorial, you'll learn how to build a fully functional Expenses Tracker in Excel that can be used by individuals or businesses to automate expense tracking and reporting. This tracker is designed to be simple yet powerful, with three dedicated sheets:
📋 Entry – for entering expenses
📊 Database – for storing and managing historical data
📑 List – for dropdown menus and data validation

🔹 No complex tools required – just Excel and a few smart formulas + VBA to make it all work smoothly.

⏱️ Chapters:
0:00 – Introduction
0:05 – Overview of the Tracker
4:10 – Setting Up the Entry Sheet
8:51 – Creating the List Sheet for Dropdowns
11:40 – Setting Up the Database Sheet
12:50 – Writing the VBA Code to Copy Entries
19:35 – Creating the Clear Form Macro
21:10 – Testing the Automated Data Entry
22:20 – Final Thoughts and How to Customize It

🎯 What You’ll Learn:

• How to use data validation for dropdown lists
• How to structure dynamic data entry forms
• Writing VBA code to automate data transfer
• Building a clean and user-friendly dashboard
• Tips for analyzing and reporting expenses

💾 Perfect for freelancers, small business owners, students, or anyone looking to keep their finances in check using Excel.

Download the free automated template here:
https://drive.google.com/file/d/1dfh0...

AI Prompt File
https://docs.google.com/document/d/1W...

Excel Expenses Tracker  Automate Your Personal & Business Finances

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