Excel Personal Budget

Reporting Categories Excel Tables Course
Sub-category Category Category Type

Clothes 💳 Discretionary Expense Add/change Sub-categories
and Categories as required.
Coffee 🍴 Dining Out Expense
Dentist 🩺 Medical Expense Note: delete the whole row
Dividends 📉 Variable Income to remove any you don't
Doctor 🩺 Medical Expense require and add new
Donation 🫱 Charity Expense categories on the next
Entertainment 💳 Discretionary Expense available row under the
table.
Furnishings 💳 Discretionary Expense
Gas/Electrics 🏠 Living Expenses Expense
Gifts 💳 Discretionary Expense
Groceries 🏠 Living Expenses Expense
Gym 💳 Discretionary Expense
Interest 📉 Variable Income
MV Fuel 🚙 Transport Expense
MV Loan 🚙 Transport Expense
Phone 🏠 Living Expenses Expense
Rent 🏠 Living Expenses Expense
Restaurant 🍴 Dining Out Expense
Salary 💰 Fixed Income
Taxi 🚙 Transport Expense
Next Step
Vacation 💳 Discretionary Expense
el Tables Course
ub-categories
as required.
e whole row
you don't
d new
he next
under the
Budgeted Income & Expenses
Year Sub-category Jan Feb Mar Apr May Jun

2024 Salary 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 4,000.00
2024 Dividends 1,500.00
2024 Interest 50.00 50.00 50.00 50.00 50.00 50.00
2024 Gas/Electrics -150.00 -150.00
2024 Rent -900.00 -900.00 -900.00 -900.00 -900.00 -900.00
2024 Groceries -650.00 -650.00 -650.00 -650.00 -650.00 -650.00
2024 Entertainment -125.00 -125.00 -125.00 -125.00 -125.00 -125.00
2024 Clothes -290.00 -290.00 -290.00 -290.00 -290.00 -290.00
2024 MV Loan -150.00 -150.00 -150.00 -150.00 -150.00 -150.00
2024 MV Fuel -170.00 -170.00 -170.00 -170.00 -170.00 -170.00
2024 Restaurant -150.00 -150.00 -150.00 -150.00 -150.00 -150.00
2024 Coffee -100.00 -100.00 -100.00 -100.00 -100.00 -100.00
2024 Gym -30.00 -30.00 -30.00 -30.00 -30.00 -30.00
2024 Phone -40.00 -40.00 -40.00 -40.00 -40.00 -40.00
2024 Gifts -60.00 -60.00 -60.00 -60.00 -60.00 -60.00
2024 Dentist -150.00
2024 Doctor -20.00 -20.00 -200.00 -20.00 -20.00 -20.00
2024 Taxi -50.00 -50.00 -50.00 -50.00 -50.00 -50.00
2024 Donation -60.00 -60.00 -60.00 -60.00 -60.00 -60.00
2024 Vacation -700.00
Add more rows for

future years or new
sub-categories.
Data Validation Tutorial
Jul Aug Sep Oct Nov Dec Replace budget data with
4,000.00 4,000.00 4,000.00 4,000.00 4,000.00 5,000.00 your own figures. Enter
1,500.00 income as positive values
50.00 50.00 50.00 50.00 50.00 50.00 and expenses as negative
-150.00 -150.00 values.
-900.00 -900.00 -900.00 -900.00 -900.00 -900.00
-650.00 -650.00 -650.00 -650.00 -650.00 -650.00
-125.00 -125.00 -125.00 -125.00 -125.00 -125.00
-290.00 -290.00 -290.00 -290.00 -290.00 -290.00
-150.00 -150.00 -150.00 -150.00 -150.00 -150.00
-170.00 -170.00 -170.00 -170.00 -170.00 -170.00
-150.00 -150.00 -150.00 -150.00 -150.00 -150.00
-100.00 -100.00 -100.00 -100.00 -100.00 -100.00
-30.00 -30.00 -30.00 -30.00 -30.00 -30.00
-40.00 -40.00 -40.00 -40.00 -40.00 -40.00
-60.00 -60.00 -60.00 -60.00 -60.00 -60.00
-150.00
-20.00 -20.00 -200.00 -20.00 -20.00 -20.00
-50.00 -50.00 -50.00 -50.00 -50.00 -50.00
-60.00 -60.00 -60.00 -60.00 -60.00 -60.00
-800.00 Next Step
orial
Bank Transactions Slicers for Tabl
This shape This shape represents a table slicer. Table slicers are not supported in Use the Slicers to
represents a table this version of Excel. filter the table and
slicer. Table find transactions
slicers are not If the shape was modified in an earlier version of Excel, or if the more easily.
supported in this workbook was saved in Excel 2007 or earlier, the slicer can't be
version of Excel. used.
If the shape was

Account
modified in an Date Description Debit Credit Sub-category
Checking
earlier version of 1/4/2024 ACME Pty Ltd 4000 Salary Next Step
Excel, or if the
Saving 1/1/2024 Interest 35 Interest
workbook was
Credit 1/4/2024 Ground 5 Coffee
saved in
Checking Excel 1/5/2024 Estate Mgt. 900 Rent
2007 or earlier,
Checking
the slicer can't be 1/5/2024 Finance Co. 150 MV Loan
Credit
used. 1/5/2024 Ground 5 Coffee
Credit 1/8/2024 Green's 155 Groceries
Checking 1/11/2024 Elec. Co. 100 Gas/Electrics
Credit 1/13/2024 Fuel. Co 77 MV Fuel
Credit 1/16/2024 Event Cinemas 40 Entertainment
Credit 1/16/2024 Fashionistas 98 Clothes
Credit 1/16/2024 Joe's Grill 52 Restaurant
Credit 1/17/2024 Taxi Co. 28 Taxi
Checking 1/18/2024 Muscle Beach 30 Gym
Checking 1/19/2024 Smile Dental 154 Dentist
Checking 1/19/2024 Phone Co. 40 Phone
Credit 1/20/2024 Sam's Gifts 45 Gifts
Credit 1/20/2024 Streaming Co. 32 Entertainment
Credit 1/23/2024 Pizza Pomodoro 37 Restaurant
Credit 1/24/2024 Golden Arches 12 Restaurant
Checking 1/25/2024 Worldvision 55 Donation
Credit 1/30/2024 Ted's Trainers 125 Clothes
Credit 1/30/2024 Ticketek 175 Entertainment
Checking 2/1/2024 ACME Pty Ltd 4000 Salary
Checking 2/2/2024 Estate Mgt. 900 Rent
Checking 2/2/2024 Finance Co. 150 MV Loan
Checking 2/8/2024 Elec. Co. 51.1 Gas/Electrics
Credit 2/12/2024 Green's 135.9 Groceries
Credit 2/13/2024 Event Cinemas 40.9 Entertainment
Credit 2/14/2024 Taxi Co. 28.9 Taxi
Credit 2/17/2024 Sam's Gifts 45.9 Gifts
Credit 2/20/2024 Pizza Pomodoro 37.9 Restaurant
Credit 2/21/2024 Golden Arches 12.9 Restaurant
Credit 2/22/2024 Fuel. Co 64.1 MV Fuel
Credit 2/27/2024 Ted's Trainers 125.9 Clothes
Credit 2/27/2024 Global Fashion 137 Clothes
Credit 2/28/2024 Fashionistas 146.1 Clothes
Checking 3/16/2024 Village Medical 75 Doctor
Credit 3/27/2024 Ted's Trainers 127 Clothes
Credit 3/27/2024 Sports Co. 177.2 Clothes
Credit 3/29/2024 Foodary 15 Restaurant
Checking 3/31/2024 Amoogle 1350 Dividends
Credit 4/13/2024 Joe's Grill 54.9 Restaurant
Credit 4/27/2024 BW Club 300 Entertainment
Credit 5/28/2024 Home Decorator 235 Furnishings
Credit 6/28/2024 Ticketek 180.3 Entertainment
Credit 7/5/2024 Fodary 15 Restaurant
Credit 7/29/2024 Home Decorator 181.4 Furnishings
Credit 9/29/2024 Global Fashion 175 Clothes
Checking 9/30/2024 Amoogle 1600 Dividends
Slicers for Tables Tutorial
Use the Slicers to

filter the table and
find transactions
more easily.
Next Step
Budget vs Actuals $12,850 $60
INCOME ABOVE LIVING EXPEN
SURPLUS BUDGET
Timeline: Works in Excel 2013 or higher. Do not move or resize.

Income
$60,000
$50,000
$40,000
$30,000
Budget Actual $20,000

Expenses by Category
$10,000
Grand Total
$0
2024 1 2 3 4 5 6 7
🏠 Living Expenses
💳 Discretionary Expenses
($40,000)
($35,000)
🚙 Transport
($30,000)
($25,000)
🍴 Dining Out
($20,000)
($15,000)
🫱 Charity ($10,000)
($5,000)
🩺 Medical $0
2024 1 2 3 4 5 6 7
$0 ($10,000) ($20,000) ($30,000) ($40,000)

($16,250) ($2,397) ($7,328) ($3,592) ($379) ($550)
OVE DINING DISCRETIONAR TRANSPOR
LIVING EXPENSES MEDICAL CHARITY
DGET OUT Y T
Interest; $395
Dividends; $2,950
Actual Budget
2 3 4 5 6 7 8 9 10 11 12 2024 Salary; $40,000

Total
Personal Profit & Loss Actual Budget
Income
💰 Fixed $40,000 $40,000
Actual Budget
📉 Variable $3,345 $3,500
Income Total $43,345 $43,500
Expense
🍴 Dining Out ($2,397) ($2,500)
🏠 Living Expenses ($16,250) ($16,500)
💳 Discretionary ($7,328) ($6,550)
🚙 Transport ($3,592) ($3,700)
🩺 Medical ($379) ($860)
🫱 Charity ($550) ($600)
Expense Total ($30,495) ($30,710)
2 3 4 5 6 7 8 9 10 11 12 2024
Total
Income Surplus/(Deficit) $12,850 $12,790
Excel Dashboard Course
Next Step
Variance
$0
($155)
($155)
$103
$250
($778)
$108
$481
$50
$215
$60
Analysis Workings
Income Surplus/(Deficit) $12,850 INCOME SURPLUS
Actual vs Budget variance $60 ABOVE BUDGET
Expense by Category Bar Chart Expense by Period Column Ch

This shape represents a Row Labels Actual Budget Row Labels
slicer. Slicers are 🩺 Medical ($379) ($860) 2024
supported in Excel 2010 or 🫱 Charity ($550) ($600) 1
later. 🍴 Dining Out ($2,397) ($2,500) 2
🚙 Transport ($3,592) ($3,700) 3
If the shape was modified
in an earlier version of 💳 Discretionary ($7,328) ($6,550) 4
Excel, or if the workbook 🏠 Living Expenses ($16,250) ($16,500) 5
was saved in Excel 2003 Grand Total ($30,495) ($30,710) 6
or earlier, the slicer cannot 7
be used. 8
9
10
11
12
2024 Total
PivotTable Course Power Query Course
ense by Period Column Chart Income by Period Column Chart

Actual Budget This shape represents a slicer. Row Labels Actual
Slicers are supported in Excel 2024
($2,908) ($2,945) 2010 or later. 1 $4,035
($2,935) ($2,795) 2 $4,036
If the shape was modified in an
($3,080) ($3,675) earlier version of Excel, or if 3 $5,387
($3,068) ($3,095) the workbook was saved in 4 $4,038
($3,146) ($2,795) Excel 2003 or earlier, the slicer 5 $4,039
($3,036) ($2,795) cannot be used. 6 $4,040
($3,095) ($2,945) 7 $4,041
($2,982) ($3,595) 8 $4,042
($3,117) ($2,975) 9 $5,643
($3,129) ($3,095) 10 $4,044
($2,795) 11
($2,795) 12
($30,495) ($36,300) 2024 Total $43,345
e
od Column Chart Income by Type Doughnut Chart

Budget Row Labels Actual
Salary $40,000
$4,050 Dividends $2,950
$4,050 Interest $395
$5,550
$4,050
$4,050
$4,050
$4,050
$4,050
$5,550
$4,050
$4,050
$5,050
$52,600
Savings - Actual v Goal
Timeline: Works in Excel 2013 or higher. Do not move or resize. This shape represents a Total Savings t
slicer. Slicers are
supported in Excel 2010
or later.
If the shape was

0 2
modified in an earlier
version of Excel, or if
the workbook was
Cumulative Savings vs Goal saved in Excel 2003 or
12 earlier, the slicer cannot
be used.
10
0
Saved #VALUE!
Input Analysis
Enter Monthly Savings Amount by Account in Table below Total Savings PivotTable
Date Account Saved Goal Data
12/1/2023 Acme Super Saver 175 200 Saved Goal
12/1/2023 Retirement Fund 320 300 6,705 8,450
12/1/2023 Holiday Fund 200 150
1/1/2024 Acme Super Saver 300 200
1/1/2024 Retirement Fund 300 300
1/1/2024 Holiday Fund 300 150
2/1/2024 Holiday Fund 100 150
3/1/2024 Holiday Fund 100 150
4/1/2024 Acme Super Saver -200 200
4/1/2024 Holiday Fund 200 150
5/1/2024 Holiday Fund 100 150
6/1/2024 Holiday Fund 110 150
7/1/2024 Holiday Fund 100 150
8/1/2024 Holiday Fund 50 150
9/1/2024 Holiday Fund 150 150
10/1/2024 Holiday Fund 100 150
11/1/2024 Acme Super Saver 200
11/1/2024 Retirement Fund 300
11/1/2024 Holiday Fund 150
12/1/2024 Acme Super Saver 200
12/1/2024 Retirement Fund 300
12/1/2024 Holiday Fund 150
Total Savings to Date
Saved
Goal
0 2 4 6 8 10 12
Savings by Account
2,600
1,950
1,775 1,510
Account Acme Super Saver Holiday Fund
Monthly Savings PivotTable Savings by Account PivotTable

Data Data
Saved Goal Account Saved Goal
#VALUE! ### Acme Super Saver 1,775 2,600
Holiday Fund 1,510 1,950
Retirement Fund 3,420 3,900
Account Date Description Debit Credit Sub-category
This data is used to
Checking 11/3/2024 ACME Pty Ltd 4000 Salary demonstrate how the
Credit 11/4/2024 Ground 5 Coffee report can be updated with
Checking 11/6/2024 Estate Mgt. 927 Rent the click of one button.
Credit 11/16/2024 Event Cinemas 36 Entertainment
Credit 11/30/2024 Fashionistas 239
Credit 11/30/2024 Taxi Co. 40
Credit 11/30/2024 Foodary 30
his data is used to
monstrate how the
port can be updated with
e click of one button.
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Excel Personal Budget

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Excel Personal Budget

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Reporting Categories Excel Tables Course

Sub-category Category Category Type

Year Sub-category Jan Feb Mar Apr May Jun

Add more rows for

If the shape was

Use the Slicers to

Timeline: Works in Excel 2013 or higher. Do not move or resize.

Budget Actual $20,000

$0 ($10,000) ($20,000) ($30,000) ($40,000)

2 3 4 5 6 7 8 9 10 11 12 2024 Salary; $40,000

Expense by Category Bar Chart Expense by Period Column Ch

ense by Period Column Chart Income by Period Column Chart

od Column Chart Income by Type Doughnut Chart

If the shape was

Monthly Savings PivotTable Savings by Account PivotTable

Follow Us or more Tips & Tutorials

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