Automated personal finance tracker. Populate the custom-made tabs within the file, set your budgeting objectives, and gain insights into your income, expenses, and savings trends over time.
Built in: Excel
Note: The file is populated with dummy data
- Have Microsoft Excel installed on your machine
- Have some familiarity with Microsoft Excel (Basic formulas, navigating the ribbon, refreshing pivot tables)
- Download the file "Personal Finance Tracker - Template".
- Enter the file. Start from the first tab ("Budget") on the left. Follow the instructions in the yellow box.
- Once you have read the instructions in the first tab, keep navigating the rest of the tabs following the proposed order (Left to right).
- Read the instructions in the other tabs as well to familiarize yourself with the functionality/purpose of each.
- You're ready to start tracking your life away.