Build Your Own Personal Budget Dashboard | Budget Spreadsheet | Personal Finance

**MY #1 Selling Budget Template (NOT THE TEMPLATE IN THIS VIDEO)****

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Updated January 2025

Video:    • Excel Budget Template | Budget Smarter | A...   (Excel Budget Template | Budget Smarter | Automate Your Budget in 15 Minutes)

Template Link: https://www.etsy.com/listing/18406115...

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This video, description

This video will teach you how to build your own budget dashboard. This is part 2 of my Excel Budget Spreadsheet series. Even if you’ve never opened a spreadsheet before, I’ll walk you through how to build a personalized Budget Dashboard. Build it once and use it month after month and year after year. We’ll cover, briefly, how to create the log sheet (since this was covered in part 1). Then we’ll set up some progress bars, build a sweet pie graph that breaks down your expenses. We’ll also build some year to date charts that shows you how your trending month to month.

Related Videos:

· If you need to watch part 1 first:    • Excel Budget Template | Automate your budg...  

· If you don’t have Microsoft Excel, try my Google Sheets Budget Template (since Google sheets is free):    • Budget Spreadsheet | Google Sheets Budget ...  

Formulas in this video:

· Step 1 Formula: =SUMIFS(Log!$G:$G, Log!$B:$B, Dashboard!C5, Log!$E:$E, Dashboard!$B9)

· Step 2 Formula: =SUMIFS(Log!$G:$G, Log!$B:$B, Dashboard!C$3, Log!$E:$E, Dashboard!$B9)

· Step 4 Formula: =SUMIFS(Log!$F:$F, Log!$B:$B, Dashboard!G$4, Log!$D:$D, Dashboard!$B5)

· Step 5 Formula: =SUMIFS(Log!$G:$G, Log!$B:$B, Dashboard!G$4, Log!$E:$E, Dashboard!$B9)

· Year Formula (Paste this after the first Comma in Cell C5, C9, G5, G9 – then drag down or across): Log!$A:$A, Dashboard!$B$3,


Other Resources:

If you are looking for pre-built, easy to use spreadsheets, try this link. There you can find cash flow planning, invoices, expense reports, personal budgets, and more!

https://www.simplesheets.co/a/45451/Z...

Excel University:

https://www.simplesheets.co/a/2147491...

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