How to Create a Personal Financial Dashboard with Microsoft Excel

Personal Finance Budget Dashboard template with Microsoft Excel. In this video, you’ll learn how to make a personal finance Excel presentation to effectively manage your budget and expenses. We’ll walk you through building best personal finance dashboard in Excel, perfect for beginners looking to organize their finances. This step-by-step guide will help you set up a data visualization tool and show you how to customize it to meet your needs.

We’ll use a practical Excel template for personal finance and demonstrate key Excel formulas for creating dynamic charts from pivot tables that simplify calculations. Additionally, you’ll see how to track expenses in Excel and create a comprehensive overview of your spending. For those seeking more advanced features, we’ll explain how to automate personal finance processes so your dashboard updates seamlessly with new data.

By the end of this tutorial, you’ll have the knowledge to build an effective Excel template for personal finance that keeps your financial life organized and helps you make smarter budgeting decisions.

Time Codes
00:01:30 How to Make Personal Income and Expenses Chart in Excel
00:37:57 How to make Multi-Level Pie Chart design
01:01:39 How to Create a Debt and Investment Presentation
01:24:27 How to Make Progress Bar Goals Tracker Chart
01:48:01 How to Build Personal Budget Dashboard
02:57:56 How to Make a Personal Income Tracking Dashboard
03:36:24 How to Make a Personal Expense Tracking Dashboard
04:15:35 How to Make a Personal Capital Tracker Dashboard
05:10:35 How to Make a Personal Debts Tracker Dashboard
06:05:33 How to Make a Personal Goal Tracker Dashboard in Excel

#personalfinance

Music:
Beat Your Competition - Vibe Tracks
Brooklyn and the Bridge - Nico Staf
Inevitable Hope - RKVC
It's Only Worth It if You Work for It (Instrumental) - NEFFEX
Jindupe - Lauren Duski
Tropic Fuse - French Fuse
Betya - Lauren Duski
Crimson Fly - Huma-Huma
Dutty - Vibe Tracks
Read All Over - Nathan Moore
Sinister - Anno Domini Beats
Subway Dreams - Dan Henig
Veil of mysteries. - Patrick Patrikios
Just Us League - RKVC
Mist - Odonis Odonis
Up Above - Letter Box
Still Standing - Anno Domini Beats
Intentions - Anno Domini Beats
Follow The Shadows - The 126ers
Destination Unknown - Ugonna Onyekwe
Nice To You - Vibe Tracks
Sunny Travel - Nico Staf
Inspired (Instrumental) - NEFFEX
Airborne - Quincas Moreira
Positive Fuse - French Fuse

[AshleyMartinez-cyqo]

I just started creating this for myself and I am very excited to see how it turns out. In the first few minutes of the video you added the data sheet. I do not have an I depth break down of all my past income, expenses, and balances for each day of the previous months. Is it possible to still create this product without this information. Can I start with the last two weeks of what I have accounted for and keep filling it in day by day to build on this product?

[HendrikBehnisch]

Awesome work, great visuals.
Could you tell how you can access different dashboards within one tab in the overview on the left? Can't find it in the video..
Meaning you click in the dashboard on 'Investments" and it takes you to the Investments dashboard, then clicking on Expenses within the same tab and it takes you to the expenses dashboard and so on and so forth. Is it with hyperlinks? Appreciate an answer, thank you!!

[sanjanajujar]

Can you share the data set that you have used in Excel?

[desmond]

Maybe you explain this later, but in the Data sheet, what is Income and Expenses supposed to represent? An income and expense item every day? I don't get that. And why do you not use tables?

[BdrStuff]

Can you help me? I want to share my problem from Whatsapp? Please