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How to Make a Financial Excel Tracker | Budget Template | Income and Expense 

Jopa Excel
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In this Excel free tutorial video, we gonna se how to quickly and easily create your own monthly budget planner in Excel. How to create a Financial tracker in Excel with income and expense and a Excel Dashboard.
I wanted to create a Monthly Budget Spreadsheet that included my Income, my Fixed Expenses, my Variable Expenses, my Bills etc.
All this informations I'm gonna use inside the same tab in Excel.
Learn how to start a monthly budget with the Excel Personal Monthly Budget template, including projected and actual income and costs, can be a useful skill.
We gonna use 3 Excel functions in this Excel tutorial. Sum formula, sumif formula, and text function.
The Sum function in the Excel is also used in this tutorial to add up values, to make an addition.
The sumif function can add up values based on a criteria such as month and type, other any other condition. Addition with criteria.
And the text function can change the format of a text. We can use it to extract the month from a date, to get the return only of the month from a specific date.
The Excel Dashboard help us to visualize the date and also to summarize the data.
#JopaExcel #Dashboard #HowtoExcel

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7 окт 2024

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Комментарии : 15   
@captainrain
@captainrain 9 месяцев назад
15:23 I love the simplicity of the table, yet it yields so much useful information. You also explain the concepts without unnecessary information, direct and to the point. Awesome job!
@ShohelRana-ls3dt
@ShohelRana-ls3dt 3 дня назад
Very helpful video for me
@pubudusanjeewani3504
@pubudusanjeewani3504 3 месяца назад
thank you so much for this video
@kaykite9456
@kaykite9456 9 месяцев назад
I love your video and I really want to follow the step, but indirect function is not working for some reasons. It kept saying that this leads to an error. Any idea?
@josephlascuola5751
@josephlascuola5751 7 месяцев назад
I also have a problem with the indirect function. An error message that says, “This entry leads to an error. Try entering different values to continue.” Do you have a fix for this problem?
@chrissoto2428
@chrissoto2428 12 дней назад
Did you ever get a fix for this problem?
@thehomedepothouseplant9986
@thehomedepothouseplant9986 2 дня назад
Thanks mate
@lexiepardo9984
@lexiepardo9984 2 месяца назад
For some reason on my worksheet, after the sumifs function, it wont calculate a number. it just says 0
@petergakuru172
@petergakuru172 6 месяцев назад
How do you merge dates of expenses and income used or received on one date instead of repeating yourself? e.g 01/01/2024 income 1000, 01/01/2024 expense 400, 01/01/2024 expense 300.
@Africantaleswithbecky
@Africantaleswithbecky 3 месяца назад
Around 18:16 min you said we should chose the F something key,i cant figure out what you are saying due to the accent and im stock there.please can you tell me the key you were refering to,will really appreciate it thank you
@Kelly_9688
@Kelly_9688 3 месяца назад
I'm not sure what he said, but you want to press F4 to add the $ around the cell number. -- I listened again... what he said was "the F4 key"
@ShohelRana-ls3dt
@ShohelRana-ls3dt 3 дня назад
F4 key, if its not working then try to Fn+F4 key, I think it will be helpful for you. Thanks
@201Somy
@201Somy 4 месяца назад
I use the google sheet is too available, this metod
@JopaExcel
@JopaExcel 3 месяца назад
Off the top of my head, I think everything will work 100%, especially because the formulas and functions used are in both applications.
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