Interactive Personal Finance Dashboard with FREE EXCEL TEMPLATE

Visualise, keep track of and manage where you’re spending your money with this interactive Excel personal finance dashboard.

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⏲ TIMESTAMPS
0:00 Introduction
1:00 The Data
3:44 Headline Figures and Images
11:33 Doughnut Chart
14:41 Dual Column Chart
19:20 Line Chart
21:33 Treemap Chart
24:34 Waterfall Chart
28:06 Top 5 Conditional Formatting Data Bars
30:08 Slicers
33:05 Dynamic Chart Labels
39:25 Updating with One Click!

[tonysicily]

I have been using excel for 20 years, I thought I was a power user, your tutorial shows me I am a mere beginner. I learnt so much, thank you

[mdallas]

An almost impossible balancing act between "Baptism by Firehose" and "Total Immersion"! It was so helpful that your video not only covers data analysis, tables, dashboards and slicers but does so under a single topic "personal budget tracking" which can be applied to almost any other topic. Covering so much material and presenting it so clearly and concisely is what makes your video one of the best I've seen. Thanks for your 'Excel'lent presentation.

[VictoriaRodgersK]

This is by far the best expense overview/budget overview setup I've seen! I love how visual it is!

[barbaraschmidt]

Your tutorials are fantastic. I watched this over and over while rebuilding it. Thank you so much for your videos!

[cd]

Your Excel skills (and teaching skills) are truly amazing. I used to work with vlookups, goalseek (and even recorded some macros) etc. back in 2003-2005 when I had a data crunching job and I thought I'm a pro user. Fast forward to 2024, I was still under the wrong impression that I know enough of Excel until I saw your videos which made me realize that perhaps I know just the tip of the iceberg of what Excel 365 offers....Thanks for your amazing eye-opening videos with lot of 'a-ha' moments!! You're truly splendid!

[gwargumm]

This is by far the best YouTube video on excel personal finance dashboards. Thank you for your generosity in sharing this knowledge and the free template!

[pabloperezpascual]

Mynda I wake up on Sunday morning at 8:30 AM to finish your video tutorial. It´s really amazing all things you explained on this video. Thanks to people like you I truly believe in new social media. Greetings from Spain !

[tuarani]

I watched the whole video in Someone whispered in my You know nothing.... And i love the feeling ❤️❤️❤️🙏🙏🙏🙏
Applied excel at its best🙏

[samrajeh]

thank you so much for you tutorials in data analyzing and visualizing data in EXCEL and POWER BI, please continue with your videos, for me those videos better than a lot of courses because you give us a real case and give us the file to work with you in the case by ourselves, for me this better than theory courses to understand and how i can monitor the platform like excel and power BI. i hope to see more practical videos

[Sandvink]

Amazing how somebody that uses excel everyday still can learn a lot. This tutorial is the best i have seen and i have seen a lot. Keep it coming.

[cassioalexan]

I just loved this dashboard based on personal finance! I've been trying to create something like this for a while, so I could have a better visualization of my expenses. If you have other ideas on dashboard for personal finances, please show us, Mynda! Thank you for sharing this one!

[blackmerchantkale]

A simple n beautiful way to inspire non professional people to fall in love with excel .

[sandettielimited]

Wow! I would never have believed you could do something like that in Excel. Wow! Mynda you are a genius.

[elisagarcia]

I'm so grateful I stumbled into this channel!! It's amazing how detailed and easy to follow this tutorial is and I cannot stress enough how generous of you to put this out for free. You're doing an incredible job. Thank you, thank you, thank you!

[heavyMetal]

Excellent video -- thank you for sharing this knowledge, Mynda! Very minor possible correction: 13:29 I believe if you select the entire chart object by clicking in its general chart area, any font changes you make will apply to every text box within the chart (instead of having to select them one by one). I have to make a lot of charts and this also frustrated me for a long time before I realized you can do them all at once! Cheers

[Slindo_M]

Never thought I’d enjoy an Excel tut. This is pure Gold

[hitkiriSigma]

Excellent content. Having a personal finance dashboard like this will keep paying off for years to come. Had fun making it and learned a lot of useful excel skills in the process.
Thank you for making this available to everyone.

[c.v]

This is exactly what I was looking for. I didn't like excel at all until I found you. Thank you so much for your explanations and the free template. I tried it and I can say that I can create a financial budget myself now. You are an amazing teacher, thank you. Merci merci merci :-) Greeating from France and all the best. 🙂

[ToddGallant]

Very impressive. I don’t use Excel nearly as much as I used to, but this makes me want to start using it again! I had no idea you could do this sort of thing.

[ImperialArmour]

I like how you're making data analysis dashboarding accessible for everyone.