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The Excel Budget Spreadsheet
Price: $39.99
For Excel 2010, '13, '16, '19, Microsoft 365 (including 365 for MAC) |
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expense tracker video transcript:
In this video, we're going to go over the Expense Tracker tab for Excel your finances. Expense Tracker is a unique tab because it will allow you to see two categories side by side. And then it compares it to your current budget. So you can see here I have the grocery category from the beginning of the year till now. And it's showing that for that time period, what I have budgeted, so if I come over here, and I look at what I budgeted for groceries. So the annual budgets $8,500, the 70 day budget for the beginning of year two now was $1,630. If I come in here, everything I've spent year to date adds up to 13 120 14. So that's how it's calculating your $305. Under this budget. You can see over here, I pulled in the student loans, and I was over budget by 792. But you can see here it was a loan payoff. So that kind of makes sense. So one of the coolest features I'd like to show you here with Excel your finances, is when you're looking at the Summary tab, and you decide you want to know, hey, what did we spend on this home maintenance, you can literally just double click on that category, it's gonna bring you to the Expense Tracker tab, drop in the category home maintenance, and show you the details of that. Now it doesn't update the date, if you just hit, I'm just going to show you here I'm going to put in a different date. So whatever date you put in here, it auto filters. to that date, if you just hit year, it does year to date, and shows you that Detailed Transactions. So once you have that date, correct any category that you would click on. So now clicked on groceries, it's going to show most recent to oldest for that category, you can quickly see what you spent your money on for that category. Now again, you can go into transactions and like I showed in the other videos filter easily on anything you want to see. But this just gives a quick view and allows you to compare certain categories side by side, and I have found it helpful. The other thing is when you're looking at the budget tab, you can do the same thing. If I'm looking at year to date, and I see a category that I'm not quite sure what's going on with it, I can come here, so you see medical, I'll have a red light, we spent more than we budgeted, I can double click on that category. Again, it's gonna bring me back to the Expense Tracker. Anything you double click on from the budget puts it on the right anything you double click on from the summary, puts it on the left. And then I can see what I spent my money on and quickly know what's going on. Again, over here, it's summing up all those expenses, comparing it to the budget and shown if you're over under,
if you're over budget, it's red, if you're under it's green. And there's a little button here to return back to the summary.
And this one returns to the budget. And when you're in here, you can just click pull down and click on any category. And it's going to show you the transactions in that category. So I'll show you that how financial accounts work, I don't have a pulling up in the drop down, but you still can just type them in there. So if I just type PNC and hit Enter, it's going to do the same filtering and pull in all the transactions that hit that financial account. So this is the other powerful thing about the Expense Tracker tab, you can put in like a 12 month rolling. So if I go 312 2016, two 311 2017, it's going to show me all the transactions through that range. And then right now in financial accounting there, so it's not show me if I'm over under budget for that. But if I just quickly go down here and select a category, so I selected clothing. My current budget says hey, for a year, it's $2,200. For that specific time period, that 12 months rolling that you selected, you only spent 137 years under budget. The other nice thing is you can compare it to past years. So let's just say I want to look at 2015. I go and put that date range in now I can see what I spent in detail for that category and how it compares to my current budget. So one last feature I want to show you on this tab that I think Kind of cool is we always think in terms of year today or prior year, but you can actually go and do multiple years on this tab. And so let's just said to January 1 2011. The spreadsheet is going to refresh. And it's going to tell me how many days are in that date range. So this is six years, 2200 days. And what I spent on the category I had chosen was gifts $10,000 What we had budget was 12,397 is actually under budget for that whole time period. You look at medical, what we had budgeted versus what we spent and we were over $778. So there's endless possibilities of different accounts you could compare and what date ranges you use. Again, if I just click year, gives me the current year to date. And hope you find this as helpful as I have for analyzing what's going on with my personal finances. Thank you for being an Excel your finances customer
More videos here https://www.xlyourfinances.com/videos.html
Notice:
All of XLYourFinances' spreadsheets are protected by copyright laws. Breaking into the spreadsheet’s macros or breaching its password protection not only makes guarantees of the spreadsheet’s usability and support for the spreadsheet null, but is also considered a copyright infringement, as the methodologies and techniques utilized are proprietary and owned by XLYourFinances, LLC. Please refer to the terms agreement for more details on the terms of use.
if you're over budget, it's red, if you're under it's green. And there's a little button here to return back to the summary.
And this one returns to the budget. And when you're in here, you can just click pull down and click on any category. And it's going to show you the transactions in that category. So I'll show you that how financial accounts work, I don't have a pulling up in the drop down, but you still can just type them in there. So if I just type PNC and hit Enter, it's going to do the same filtering and pull in all the transactions that hit that financial account. So this is the other powerful thing about the Expense Tracker tab, you can put in like a 12 month rolling. So if I go 312 2016, two 311 2017, it's going to show me all the transactions through that range. And then right now in financial accounting there, so it's not show me if I'm over under budget for that. But if I just quickly go down here and select a category, so I selected clothing. My current budget says hey, for a year, it's $2,200. For that specific time period, that 12 months rolling that you selected, you only spent 137 years under budget. The other nice thing is you can compare it to past years. So let's just say I want to look at 2015. I go and put that date range in now I can see what I spent in detail for that category and how it compares to my current budget. So one last feature I want to show you on this tab that I think Kind of cool is we always think in terms of year today or prior year, but you can actually go and do multiple years on this tab. And so let's just said to January 1 2011. The spreadsheet is going to refresh. And it's going to tell me how many days are in that date range. So this is six years, 2200 days. And what I spent on the category I had chosen was gifts $10,000 What we had budget was 12,397 is actually under budget for that whole time period. You look at medical, what we had budgeted versus what we spent and we were over $778. So there's endless possibilities of different accounts you could compare and what date ranges you use. Again, if I just click year, gives me the current year to date. And hope you find this as helpful as I have for analyzing what's going on with my personal finances. Thank you for being an Excel your finances customer
More videos here https://www.xlyourfinances.com/videos.html
Notice:
All of XLYourFinances' spreadsheets are protected by copyright laws. Breaking into the spreadsheet’s macros or breaching its password protection not only makes guarantees of the spreadsheet’s usability and support for the spreadsheet null, but is also considered a copyright infringement, as the methodologies and techniques utilized are proprietary and owned by XLYourFinances, LLC. Please refer to the terms agreement for more details on the terms of use.
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XLYourFinances.com is owned and operated by XLYourFinances, LLC.
All XLYourFinances.com spreadsheets are copyright protected, © 2010-2023.
All XLYourFinances.com spreadsheets are copyright protected, © 2010-2023.