How to Make a Monthly Budget Excel Spreadsheet | Cashflow, Income, Fixed and Variable Expenses

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In this Excel free tutorial video, we gonna se how to quickly and easily create your own digital monthly budget planner in Excel.
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 the formula to make de Balance and the to make the remaining value.
The function Sum in the Excel is also used in this tutorial.
The SUM function in excel adds the numerical values in a range of cells.
Being categorized under the Math and Trigonometry function, it is entered by typing “=SUM” followed by the values to be summed.
The values supplied to the function can be numbers, cell references or ranges.
#JopaExcel #Dashboard #HowtoExcel

Опубликовано:

31 мар 2023

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Комментарии : 142

@BravoPhantom 4 дня назад

May God guide and bless you brother. Thank you soo much 😇

@alvawonderfullymade 27 дней назад

Thank you for being a teacher and not a salesman. There is an undeniable difference. I will donate to you.

@suzannestirling1668 Месяц назад

This is the best spreadsheet “expense planner” video I have found. It gives very detailed directions. All of the others seem to think that the viewer is already extremely familiar with how excel spreadsheets work. Thank you from a person new to excel who is trying get a clearer view of my financials.

@diellberisha5126 9 дней назад

Bro you’re the best i swear you saved me

@te5684 5 месяцев назад

Exactly what I needed to get started! You explained very simply and easily for a beginner. I was able to watch on my tablet as I followed along creating my first monthly budget on my computer. Thank you! 🤗

@maryroseblanton4142 2 месяца назад

PLEASE never delete this!

@JopaExcel 2 месяца назад

Ok!! 🤣🤣 Thanks 🙏👍

@elgatogordo9523 2 месяца назад

I totally agree 👍 This is Gold!

@birdieh1716 3 месяца назад

Thank you so much. This is the first Excel video I have watched that is so clearly set out and so simply practical. It’s exactly what I had hoped to learn. Blessings to you from New Zealand. Thanks heaps.

@reginacameron3011 6 месяцев назад

This was better than a previous spreadsheet I done. I love this one the best. I did not add credit card b/c I pay everything with it to get the awards points. I just pay the card off each month. I followed this video better than having all the different pie charts and graphs like the other videos. Plus, I like seeing for the whole year even though I only tracked since aug. I will start 2024 off using this spreadsheet.

@ellieking4132 2 месяца назад

This is brilliant! Thank you very much for taking the time to create and share such a clear, helpful video!

@OhCyrus 2 месяца назад

This was SO helpful for me, I followed step by step and FINALLY have a spreadsheet that I like and can understand. Thank you very much!

@Eng.MillyG. 2 месяца назад

This tutorial is very simple and perfectly explained. I have followed along and managed to create my own monthly budget for the first time. Thank you so much and God bless you. Receive lots of love from Kenya.

@omaralaa3822 3 месяца назад

Perfectly explained. Thank you!

@renewableenergy78 9 месяцев назад

Super easy to follow, and more importantly: Extremely useful! Thank you!!

@JopaExcel 9 месяцев назад

Thank you 🙏👍

@BrandyThomas-qb2ys Месяц назад

BEST video out there that I could find - thank YOU very much!!!!

@JopaExcel Месяц назад

Thank you 🙏👍

@kathykuntz1616 8 месяцев назад

Thank you so much. I'm glad I found you. Best tutorial ever!! So helpful.😊

@JopaExcel 7 месяцев назад

Thanks! 🙏👍

@waz1167 Месяц назад

Thank you very much. This will really help me get my finances on track.

@c.onGallery 11 месяцев назад

Awesome! I'll watch this again tom once I'm on the computer.

@JopaExcel 11 месяцев назад

Thanks! 🙏👍 If you have any questions let me know!

@ladonnajackson734 Месяц назад

Great presentation! Thank you.

@brendawhirl-patterson8530 9 месяцев назад

You made that so simple. Thank you so much!

@JopaExcel 9 месяцев назад

Thank you! 🙏👍

@jamesof07 Месяц назад

At last, video that makes a lot of sense, thanks.😊

@jessicamenchaca9156 4 месяца назад

🤩 LOVED IT THANK YOU I LEARNED SOMETHING NEW

@palermopuertoricankitchen Месяц назад

LOVE YOU BROTHER IT WAS ESY AND SIMPLE … I JUST SUBCRIBE TO YOUR CHANNEL

@criconinvestments7723 Месяц назад

Thank you so much no one is doing theirs like this

@elgatogordo9523 2 месяца назад

Thank you for your informative video. Just what i needed! Will creating this spread sheet as a guide. Retiring in a xouplenof years and this willncome in handy!

@TinaAnn. 6 месяцев назад

Thank you so much for this free tutorial! The flow and explanation was amazing and easy to follow. Really enjoyed it. I'm a new subscriber!

@JopaExcel 6 месяцев назад

Glad it was useful. Thank you 😁🙏👍

@eriqroberson7629 27 дней назад

this video was awesome. definitely helped me figure excel out for my first try and left me amazed and intrigued. fire.

@DMora-go3ic 2 месяца назад

This was a great tutorial. Thank you, it was very helpful!

@cadekoya Месяц назад

Thanks you showed me a few tricks I wish I had learned years ago.

@customersdocuments7635 2 месяца назад

thank you so much!! helped me alot with excell. more powers!

@musickalxf 10 месяцев назад

👍simple and effective. I like what you did with the balances.

@JopaExcel 10 месяцев назад

Thank you, mate! 🙏👍

@txT0723 Месяц назад

I’m like everybody else in the comments this is exactly what I was looking for.

@JopaExcel Месяц назад

Thanks for the feedback. I'm glad the video helped you 👍

@terracraft4549 10 месяцев назад

Very easy to follow along! Helped me out a good bit. Many thanks ~

@JopaExcel 9 месяцев назад

I'm glad it helped you! 😁

@simonoganga9535 Год назад

Great job Jopal, i love it, thank you for the tutorial.

@JopaExcel Год назад

Thank you, Simon! 🙏👍

@massimosammi 4 месяца назад

Thank you, really helpful!

@sunshine23313 3 месяца назад

Thank you; this is very helpful.

@num1bamtori 2 месяца назад

This tutorial saved me thank you!! 😭🙏🙏

@Jc-sm5vi 8 месяцев назад

Excellent video! so freaking simple! thanks man!

@JopaExcel 8 месяцев назад

I'm glad it was useful for you. Appreciate it! 🙏👍

@malinarshahin 8 месяцев назад

Thank you so much. I'm glad I found you.

@JopaExcel 8 месяцев назад

I'm glad it helped you. 🙏👍 Thanks for the feedback!

@lucidanecdote683 6 месяцев назад

Very helpful. Appreciate you taking the time to make this tutorial!

@JopaExcel 6 месяцев назад

Glad it was helpful!

@lifewitherica2.0 8 месяцев назад

Thank you! This was so easy to follow!

@JopaExcel 8 месяцев назад

I'm glad it helped you. 🙏👍 Thanks for the feedback!

@frankdupree7911 4 месяца назад

Your instruction is great. If you should have a template that I could use that would save me a lot of time and eliminate mistakes. Thanks, Frank

@stpetetennispro2012 Месяц назад

This was the BEST explanation of Excel I have ever received. I learned more from this video than I’ve learned from other in the past year. What an excellent video and excellent teaching. I love my spreadsheets now!!! Thank you 🙏🏽!!!

@katrinabanasik5244 Месяц назад

Thank you for sharing this was very easy to understand

@tonysilva5558 6 месяцев назад

Thank you, that helped a lot!

@noexcusesmarketing 3 месяца назад

Thanks for your video.

@KathleenChandler-xv2pv 5 месяцев назад

Great video! Thank you.

@JopaExcel 5 месяцев назад

Glad you liked it! 🙏👍

@Miraz05-zm8vp 2 месяца назад

Its very helpful . thank you so much

@ezedinshemsu2522 17 дней назад

wow the best video I have ever get regarding excel spreadsheet thank you!!

@JopaExcel 16 дней назад

Glad you enjoyed it! 🙏👍

@Carinek505 Год назад

Thank you so much! Simple, effective, and to the point.

@JopaExcel Год назад

Thank you, Carine! 😁👍

@sz7463 8 месяцев назад

thank you for the lesson!

@JopaExcel 8 месяцев назад

Thanks!

@freddiesamples 22 дня назад

You make this look soooo simple! Excellent template. Thank you, Sub'd

@JopaExcel 20 дней назад

Glad you like it! Thanks 🙏👍

@bukirwasarah3319 9 дней назад

Very useful thanks for this content

@sureshv7724 8 дней назад

Thanks Baiya.

@AlphonsoWilliams-mc5sd 5 месяцев назад

Awesome job!!! This was my first time doing a spreadsheet and it was simple thanks to you. I have one question how do I add Owner contribution to spreadsheet, so that it will populate?

@WINSTEADKEY 3 месяца назад

Thank you for this video it really helps me a lot 😊 I have to subscribe and likes and definitely share with others who need this help I’m now my own accountant 😊😊

@rosevictoria7640 2 месяца назад

Thank u very much yo such a good teacher

@iJulioRocha 5 месяцев назад

Hello! First of all, you really helped me! I don't understand a thing about excel and because of you, I made my first spreadsheet and it seemed super simple, all because of your amazing explanation. I just have one doubt: If i make savings from my paycheck - for example take 200€ from my 400€ paycheck - how do I add it to the spreadsheet? Thank you so much in advance and much love from Portugal!

@francishubertovasquez2139 3 месяца назад

Thanks, I realized there should be other source of income of employees, workers, business person's to whatever category belongingness, to whoever Matter or bigger Magog carriers, I learned that from your presented example personal data with many expenses though with improving income, maybe later.

@joycemike-qc1qz 2 месяца назад

It's really helping thanks you sir

@bluerays897 Месяц назад

Super helpful bro

@user-ud8rc7ze3m 8 месяцев назад

Thank you so much!

@JopaExcel 8 месяцев назад

Thank you! 🙏👍

@aurasashanowa8427 6 месяцев назад

AWESOME ,THANKS

@JopaExcel 6 месяцев назад

😁🙏👍

@cherubiru6630 2 месяца назад

thanks so much

@FriskyDingo329 3 месяца назад

Thank you!

@JopaExcel 3 месяца назад

Welcome! 🙏👍

@isidrosablan8565 Год назад

Great JOb!

@JopaExcel Год назад

Thank you, Isidro! 🙏👍

@shashikant-nk7kf 9 месяцев назад

Amazing Thank you so much

@JopaExcel 9 месяцев назад

I'm glad you liked it! Thank you 🙏👍

@raviarora5776 3 месяца назад

Thanks man 😇

@JopaExcel 3 месяца назад

Welcome 🙏👍

@katambaandrew89 Месяц назад

Tanx bro!, what if july am inserting abig numner in the cell (2000000), what should I do??

@ivanfojan8859 8 месяцев назад

Very good and easy to understand. Liked and subscribed :)

@JopaExcel 8 месяцев назад

Ivan, thanks for the feedback! 🙏👍

@jrb737 2 месяца назад

Hello, how would we go into the next year and the following years? Just clear out the previous year's data for each month?

@aravindsshetty6999 Месяц назад

nice...

@JopaExcel Месяц назад

Thank you!

@Buk_holistic 8 месяцев назад

Thanks

@JopaExcel 8 месяцев назад

Thanks so much, man! I appreciate it.

@strangergranger10 10 месяцев назад

What an amazing tutorial and a spreadsheet. I only have one question, when it comes on putting your income sources, are you putting them on gross income or net income??? Assuming someone with a regular job and investment or side hustle,for a job it will be tax right away, in short, net income. On the other hand, making an income on investments and side hustle, such as, capital gains and dividends is I consider gross income. Also, it will only be tax on filing season. Which part of the income should I put on the spreadsheet, the gross/pre tax or the net/after taxes to make everything accurate??? Thank you and have a great day.

@mohammedabboud4891 10 месяцев назад

i would say add the gross income onto the spreadsheet and add TAX as a variable expense obviously most months it will be $0 but when th time comes to pay tax u add it in as an expense, that way u account for everything. It also makes sense to add the gross income as that will be the amount u hold until u pay tax, so in simple terms just count the TAX as an expense.

@leafman3608 7 месяцев назад

amazing video deserve more views

@JopaExcel 7 месяцев назад

Thanks 🙏👍

@lucianaholmes8442 5 месяцев назад

what could be the reason my SUM formula wont work? i googled and tried to fix it but it still wont work. sorry but im beginner with excel lol! great video!

@godfreydavid6847 3 месяца назад

You are so amazing

@JopaExcel 3 месяца назад

Thank you. 🙏👍

@Gazo79 10 месяцев назад

Great video would love to know how you put in budget bs actual

@JopaExcel 9 месяцев назад

Good question. I gonna make a better video about this subject. A 2.0 spreadsheet version. I gonna make some improvements! Thanks 🙏👍

@BrianAz 7 месяцев назад

It was a little more difficult for me since I am using OpenOffice which has different buttons and some are missing (since it is free). I would rather use Excell but there is no free version. I have a question. How do you set up to add to your variable expenses as you go. So if each day I have different amounts to add to one or more of the expenses, how can I add to the expense without calculating it myself? Can you create a second page or something where you just something like "food" where you type in a new value and it adds to the old value during the same month?

@JopaExcel 7 месяцев назад

Brian, thank you very much for the question. Your question is really good. Maybe, what can you do is, let's say you are in the January month, and in case you had many expenses during this month, you can, within the same cell, add the amounts spent on food, for example: = 9.90+20.00+10.00... But, the ideal would be to create a "daily" instead of a "monthly" one, this way, each spreadsheet would have a month, there would be a spreadsheet for the January, another for February and so on. And in each column, you would have a day. First day, second day, third day etc. I will create a new spreadsheet to be able to better meet this demand, your question is really valid, thank you.

@shareenafaleel6285 4 дня назад

prepare the budget for the above company for agust september october november december 2021 .(you have to apply appropriate layout ,formating formula etc)show the variance of expenses and revenue using appropriate graphs.plz this one how to create 😊

@user-rc1zy7sj6x 5 месяцев назад

Thanks - this is very helpful! Very well explained. But although I followed you carefully I was not able to click-hold-drag to get the formula to repeat for each month. Is there a trick that I am missing?! thanks

@JopaExcel 5 месяцев назад

I'm glad it was useful for you, Cath! 🙏👍 Look, if the "hold drag down" isn't working, you can try copie and past instead. Ctrl C and Ctrl V. Ctrl C the cell with the formula, select the rest of the cells where you need to input the same function and then Ctrl V. I reckon this can solve your problem.

@user-rc1zy7sj6x 5 месяцев назад

Thank you very much @@JopaExcel - this was exactly the trick I needed! I appreciate you taking the time to help. Great video!

@JopaExcel 5 месяцев назад

🙏👍😁@@user-rc1zy7sj6x

@thegmastert7656 3 месяца назад

Yes

@tutsecret499 11 месяцев назад

How we handle the invoices. Example: when paid invoices how will update the budget. So do we have to get separate spreadsheet for invoices tracker? but how it will update the budget in a dynamic way?

@joukenienhuis6888 9 месяцев назад

You have to make a separate spreadsheet for the tracking of the expenses. And don't confuse both of them, because an expense tracker tracks down all your expenses. Budgets are only planned expenses and not real expenses. They are made to give any idea of what you are going to spend. If you have made the two sheets, you can compare them and see if you have spent too much or if you have money left.

@Codger2015 Месяц назад

This would be much better if the file you are working on could be downloaded so we can follow along.

@ericjackson6082 8 месяцев назад

I like this alot but wish it had a transaction page to work with it😊

@JopaExcel 8 месяцев назад

Eric, thanks for the feedback. I'm always bringing new videos. I will bring new updates with this suggestion. Thanks!

@mccartneyjustin 8 месяцев назад

@@JopaExcel First off, great video. I would also like to see the transaction page video as well!

@bobmatters 4 месяца назад

@@JopaExcel Also want to say thanks for the great video, if you have made a transactions video to go along with this one, can you link it? Thanks

@bounmeeyang8854 2 месяца назад

If i create a table of income and expense in worksheet 1 and within each of the income and expense i have a lot of sub-category expenses/income like laptop, income, supplies, etc. then in worksheet 2 i use data validation to categorize my income and expenses by their sub-category . How do I add the monthly total of the sub-category in worksheet 3? Example: 01/01/24: supplies $10.00 01/02/24: revenue $100 01/02/24: meal $10.00 01/03/24: meal $10.00 So for month Jan my total meal is $20, how would i be able to create a formula in worksheet 3 to have the sum total of meal for jan?

@markp8600 8 месяцев назад

Is the template available?

@ReneeThompson-mo4qj 11 месяцев назад

❤it

@JopaExcel 11 месяцев назад

Thanks, man! 🙏👍

@ReneeThompson-mo4qj 11 месяцев назад

Could you do this in googlesheets please.

@JopaExcel 11 месяцев назад

Hey, Renee! I just made it, ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-rshalHvhrlY.html. I saw your comment a couple days ago and here it's, the spreadsheet for GoogleSheets. 🙏👍

@ReneeThompson-mo4qj 6 месяцев назад

Thank you

@ShOookYx 6 месяцев назад

can you share the template

@villa_fan8882 5 месяцев назад

I can yes…. It’s £50 and it’s all yours! :)

@ShOookYx 5 месяцев назад

@@villa_fan8882 lol

@musicsang4882 Месяц назад

Entry of daily expenses is missing.

@nikinice8571 17 дней назад

I believe he has a spreadsheet on daily entry

@twon9nesnapsnon-profit572 7 месяцев назад

Hey man great video, Not exactly what i was looking for but I believe it can guide me to my goal quite well. However to save me some frustration before then. Was hoping maybe we could make contact and you can help/guide me with my goal for an excell document. And more than welcomed to record it and post it for our channel too. I am not sure how private messaging works in YT exactly but We can figure that out. Thank you. be well.