How to track expenses AUTOMATICALLY in Excel | BUDGET SPREADSHEET

Learn how to track expenses in Microsoft Excel automatically by using simple formulas and functions in this step-by-step guide/Tutorial.

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In this template I provide links to all my online videos and I also have a section for frequently asked questions and my answers (FAQs). I also include an alternative Data tab for bank downloads with two columns!

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OTHER VIDEOS BY ME
✅ Budget and Track Expenses in Excel AUTOMATICALLY and FREE:    • Budget and Track Expenses in Excel AUTOMAT...  

✅ How to open banks statements in Excel:    • How to open BANK Statement CSV file in EXC...  

✅ Setup CATEGORIES to Track Expenses in Excel AUTOMATICALLY:    • Setup CATEGORIES to Track Expenses in EXCE...  

✅ Excel Pivot Table: Track expenses and BUDGET:    • Track Expenses by CATEGORY in Excel | SYNC...  

✅ Identifying Variances in Excel | What to do if you spent too much money:    • How to track expenses to identify variance...  

✅ How to setup the Barefoot investor buckets | 2 year review with tips :    • How to setup the Barefoot investor buckets...  

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OTHER INFORMATION
I will show you how to automate your tracking in Excel by showing you how to download and open CSV files from your bank and then use some simple formulae to format the data in a more usable way that minimises manual work saving you time and money! I will then show you how to display your data in a Pie chart and how to sort by month and year.

I created this tutorial after being disappointed with the new tracking tool my bank offered. I was also nervous of uploading my personal bank transactions and details into the cloud when it could be hacked - not to mention the ongoing monthly fees.

CHAPTERS
00:00 How to track expenses AUTOMATICALLY in Excel | TUTORIAL
01:13 Download online bank statements
01:52 Open CSV file in Excel
02:16 Create Expense tracker file in Excel
02:34 Copy and paste CSV file into Data
03:34 LEFT formula
05:26 Create Unique identifiers for categories
06:55 VLOOKUP formula
08:17 Create a Pivot Table
10:07 Formatting a Pivot Table
13:24 Add in a second month of bank data
15:58 Add MONTH and YEAR Formula to organise date in Pivot Table
17:53 Add month filter to Pivot Table
20:08 Create Pie Chart using Pivot Table
20:54 Formatting Pie Charts to look better

#budgeting #personalfinance #excel