Add a Savings Account | Automate your Budget | Excel Budget Template | Personal Finance

This video is part three of my Excel Budget Template Tutorial. It will show you how to add a savings account to your Budget. After adding the savings account, anytime you add a transfer to or from your savings account, your Savings balance will update! You can also add savings goals!

*BEFORE YOU WATCH: ensure you watch the first two videos in the series…

Build Your Own Personal Budget Dashboard | Budget Spreadsheet | Personal Finance

Excel Budget Template | Automate your budget in 15 minutes


Other Resources:

pre-built, easy to use spreadsheets, try this link. There you can find cash flow planning, invoices, expense reports, personal budgets, and more! (THIS BUDGET IS NOT AVAILABLE)

Excel University:

[njeribartlett]

This makes it look soooo easy but i still need to watch it really really slowly as i am coming into this quite late in life. thanks alot

[Marnie]

You are a great teacher! Love your videos, thank you!

[ChrissiesPurpleLibrary]

Great video! Thank you so much! Setting mine up today!

[rentamps]

Great tutorial vid. Thank you so much! I've been working on basic excel on my own during my free time and I did it bcoz of you.

[kiki_gn]

Hi! Can we also please have a section for tracking investments like mutual funds, crypto, etc.? Thanks so much!😊

[TheAronvink]

Great Videos I followed the enitre series. This will help me manage my goals.

[elizabethhills]

Your videos have taken my money management to a whole new level. Thank you!

[ericjackson]

Great video as always!! Can't wait to update mine!!

[kaisunderland]

Love your content. I am working on my finances, and this really helps me to organize. I do have a question. How do I incorporate overdraft frees from my savings account?

[donalddeno]

Love your budgeting sheets. On the Savings sheet is there any way to show a negative amount after you go below you initial starting balance. Would love to see it in red with quotes around it. Thanks for all the lesons...

[yoloeyouonlyliveonceenjoy]

I just got into learning how to budget and trying to figure out formulas i have never been good at math my whole life but after all the videos i have watched on trying to learn all this confusing stuff with being able to pause yours and the way you are teaching them i am finally understanding it finally got a budget created custom style for myself which is automated now all thanks to you.

[DwarvenKing]

Your videos have been vary helpful could you make one adding in stock investments or how to add charts and graphs please. Thank you for these.

[williambentein]

Tip the formula's are different for newer dutch version of exel it's

to savings";Tabel1[income])

to checking";Tabel1[income]

hope this helps

[asilvi]

Love your work, Just wondering how I could add the savings account to the year to date tracker?

[danielp.]

Looks like a great start. But 2 questions:
- Why only limit it to categories & not use sub-categories
- Why not use a pivot table instead of the sumifs?

[bizumasresha]

I cant wait until you make Google spreadsheet. thank you for your help

[sininv]

hi this is great and good. if it's possible can you share if there's an adjustment to the actual budget how to display the changes for 6months and display the actual vs adjusted budget with actual spent, for my case is every six month need to adjust the budget thanks.

[CharleneJanzen]

My budget is exactly this except I didn't know how to do the fine details with formulas and the automatic cell transfers. Thanks this will be so helpful. Expect my Savings Account spreadsheet is broken-down into categories. Do you have a video that would show how to make the transfer to saving go to specific categories? Example being a $1000 in saving but it's split up into smaller categories?

[mrs.mercie]

Now I just need a debt tracker, in Google sheets pretty please! 😆☺️🤞

[gauravdeshmukh]

Your videos was just what i needed. But can you tell if I want have two or more than two bank accounts managed individually which i would enter in the log but should be reflected individually. As it seems daye, month, year is required which is already present. Now we just need multiple bank accounts. Thanks in advance.