In this Video I will share how I, as a professional accountant, set my own personal financial goals using the same methods as big business. Setting SMART personal financial goals is key to successful budgeting at the start of a the year as part of a New Year's resolutions or just trying to get your house in order during tough times.
I set financial goals for budgeting in Microsoft Excel using my popular income and expense tracker spreadsheet from my previous videos on How to Track your Expenses Automatically for Free.
💰 You can learn how to track expenses in Microsoft Excel by watching my free video here: • How to track expenses ...
💰 How to setup the Barefoot investor buckets | 2 year review with tips : • How to setup the Baref...
💰 You can also buy my Excel Template that I use in this video at my online store here: moneywithdan.etsy.com
I provide links to all my online videos and also have a dedicated page for frequently asked questions and my answers (FAQs). I have also included an alternative Data tab for bank downloads with two columns!
💰 Use SHARESIGHT to track your shares - www.sharesight.com/moneywithdan/
(BONUS When you signup using this link, the first 4 months of subscription are free if you choose to upgrade to advanced plan and I may get a small my commission at no extra cost to you, so we both win!)
💰 Get Microsoft Excel here: click.linksynergy.com/deeplin...
OTHER VIDEOS
💰 Identifying Variances in Excel | What to do if you spent too much money: • How to track expenses ...
💰 How to open bank statements in Excel: • How to open BANK State...
💰 Setup CATEGORIES to Track Expenses in EXCEL: • Setup CATEGORIES to Tr...
💰 Track Expenses by CATEGORY in Excel: • Track Expenses by CATE...
💰 How to Track Expenses in Excel (Full tutorial): • How to track expenses ...
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OTHER INFORMATION
Why pay to use an expensive App on your mobile phone to tell you where you should spend your money. Tracking your Expenses in Microsoft Excel is free and I will you show how easy it is to use common formulas and tools like Pivot Table in Excel to your exported bank transactions to help you see where your money is being spent each month and by category that you have set up.
#Budgeting #personalfinance #budget
4 дек 2022
