Build a Dynamic Personal Finance Budget Tracker in 15 minutes

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  • Опубліковано 21 січ 2025

КОМЕНТАРІ • 83

  • @KenjiExplains
    @KenjiExplains  2 роки тому +4

    📈 Take our Finance & Valuation Course here: www.careerprinciples.com/courses/finance-valuation-course
    ✅ See all our courses here: www.careerprinciples.com/courses

  • @sha.aesthetic
    @sha.aesthetic Рік тому +1

    Commenting this before even wathcing your complete video. You're awesome. And I know this video would be absolute best.

  • @MrBrooksV
    @MrBrooksV 2 роки тому +4

    I'm late, but I wanted to tell you that I have downloaded your template and used this tracker! I have made a handful of modifications. Notably, I have added a section for Assets/Liabilities for investment accounts and debt and created a line chart to track my annual growth (or regression). I have shared this video with several friends and family members, and my fiancee and I will use this budget. I also have recommended adding a budget section to spending under a goal (my fiancee is in law school, and her income is her student loans, so staying under a monthly allocation is a priority!). Thank you for your content; what you put on this platform matters and can benefit people's lives. I am looking into your financial course and look forward to what 2023 brings you. Cheers!

    • @bleighhh
      @bleighhh Рік тому

      I tried to build a line chart too but for some reasons it does not work

  • @christospilis
    @christospilis 2 роки тому +1

    Amazing video, aside from helping out with setting up a proper personal budget tool it is actually a super informative excel tour. Keep up the good work.

  • @abrogers3517
    @abrogers3517 2 роки тому

    I can't believe I've been watching your videos this long and UA-cam never reminded me to hit the notification bell

  • @andreugiro2807
    @andreugiro2807 2 роки тому +1

    I'm learning a lot with your videos, keep going Kenji!

  • @shacheb
    @shacheb Рік тому +2

    Such a great video. Clear, concise and simply executed. Thank you so much for sharing and simplifying this process ❤‍🔥

  • @flourishwithMJ
    @flourishwithMJ Рік тому +1

    Thank you, Kenji. You are amazingly humble and brilliant.❤

  • @hunterburns
    @hunterburns 2 роки тому +1

    I'm just amazed by your content that you make every time it's like a huge gift for me from you always keep up the good work that teaches us a lot of important things 😊

  • @thomas_prada
    @thomas_prada 2 роки тому +1

    Thanks for everthing you do Kenji. Keep up the great work! Much love

  • @Mixolydian74
    @Mixolydian74 2 роки тому +1

    Been using your other budget template for awhile now and I find it very helpful. Going to add this tab to the workbook. Thanks for the content man, keep up the solid work 👍

  • @arianakonrady3757
    @arianakonrady3757 2 роки тому +59

    • @adrianyates9879
      @adrianyates9879 2 роки тому +3

      The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading. This can only be done by a professional financial adviser.

    • @kayleechris3456
      @kayleechris3456 2 роки тому +2

      Sounds good, mind if I looked-up this one coach you use?

    • @adrianyates9879
      @adrianyates9879 2 роки тому +2

      I trade with Mr Abbreu John, a regulated broker. Met him sometime last year at a startup funding event. He had some interesting things to say about the crypto market and his predictions are ALWAYS CORRECT, obviously I'm seeing the results

    • @kayleechris3456
      @kayleechris3456 2 роки тому +1

      how can I reach your him?

    • @adrianyates9879
      @adrianyates9879 2 роки тому +3

      You can communicate with him on IG, with the username below.

  • @vikramadityarathore97
    @vikramadityarathore97 2 роки тому +1

    Really appreciate your financial insights and expert excel knowledge Kenji, you are taking your videos to the next level. Keep it up!:)

  • @camlex6310
    @camlex6310 2 роки тому

    Really easy to follow and helpful!! Thanks a million Kenji

  • @thrishathejoy
    @thrishathejoy 2 роки тому

    Thank you!! I’ve been looking for a personal fin tracker like this!

  • @SAIkishore-h2f
    @SAIkishore-h2f 10 місяців тому +1

    Hi Kenji,
    Thank you so much for sharing your knowledge with community. It really helps me a lot.
    Please check Total Expenses and Saving for January, formula didn't Sum all expense cells.
    Thanks and regards

  • @michaelquach7046
    @michaelquach7046 2 роки тому +1

    Perfect for every day use!

  • @labs3387
    @labs3387 2 роки тому +2

    How can we add more categories in the drop down button?

  • @TrueTellerBD
    @TrueTellerBD 2 роки тому

    Thanks for making the playlist basic tk advance ❤️ kenji boss

  • @dynamics9000
    @dynamics9000 2 роки тому +1

    I love this video and share this quote with you too, “A successful man is one who can lay a firm foundation with the bricks others have thrown at him.” -David Brinkley.

  • @vinaynagaonkar8592
    @vinaynagaonkar8592 Рік тому

    Thanks a Millions🥰

  • @christopherjohnson8770
    @christopherjohnson8770 11 місяців тому

    Is there a way to add a section for inputs that will automatically add to the next line and let you select all of the options from dropdown menus

  • @АмирРасулов-р3о
    @АмирРасулов-р3о 2 роки тому

    Hello Kenji from Uzbekistan! Could u please recommend online excel course from the scratch to advanced to start career in audit and finance

  • @jenschristiannrgaard4878
    @jenschristiannrgaard4878 Рік тому

    Absolutely fantastic work my man! If I wanted to add a subcategory tab next to cateogry with the "collaps row" feature would you have a good idea on how to solve that?

  • @soothingbreakdown9878
    @soothingbreakdown9878 Рік тому +1

    Hi I am very new to exel and I need some help. I would like to add new categories. For me the option saving is important. And I have an annual payback plan I'd like to be a separate categories aswell. How do I add this in for it to work across the exel document?

    • @jessiewatson7216
      @jessiewatson7216 Рік тому

      I also have this same question. I need to apply new categories but do not know how

  • @tilda15un
    @tilda15un 2 роки тому

    How did you get thoses dashes to show up in areas with no numbers?

  • @solomonbhandari-young4154
    @solomonbhandari-young4154 2 роки тому

    Amazing content

  • @FUBAR-1983
    @FUBAR-1983 2 роки тому

    Hello Sir, I am looking for a formula that shows a list of names that are not trained in the process path that I select, the names are in B and the process paths are in D-M.. the formula I used to find the names that are trained INDEX AGGREGATE ROW. I can send an example of the file that I am working on if it helps.

  • @tradevalue6993
    @tradevalue6993 2 роки тому +1

    I'm having serious problems follow the formula... I've done that several times and it appears the day/month instead of $$ in the table...
    Am I the only one with this problem?

  • @rhythmoffootball1918
    @rhythmoffootball1918 2 роки тому

    Thank you sir

  • @willzinner8813
    @willzinner8813 2 роки тому +5

    can you make one for a company and not personal finances?

  • @hamedalcherif9064
    @hamedalcherif9064 2 роки тому

    Very very good

  • @dilpreetbrar4595
    @dilpreetbrar4595 2 роки тому

    Can anyone tell me how can i go for investment banking after business diploma in canada?? I really want to work in New York city.

  • @alaallouche3974
    @alaallouche3974 2 роки тому

    kenji can you make a budget reports (quarterly or yearly) video for a random company with the assumtions of the choices of number with the variance analysis and some tips on how it should be done more effectively. Thank you anyways.

    • @KenjiExplains
      @KenjiExplains  2 роки тому

      Will keep your idea noted thank you! Can't promise anything though

  • @newnew80793
    @newnew80793 2 роки тому +15

    I love the grounded reality of this channel, its normal to see so many investors panic amid a worsening bearish market but it is also important to note that the market situation is nothing new in the crypto world. Several factors are driving negative sentiment in the stock and crypto markets right now including inflation, a shaky stock market, rising interest rates, and recession fears. As a result, BTC has dropped significantly from its all-time high, breaking below several key technical levels. As a crypto investor, the current situation might seem bleak. However, there are several tried and tested expert suggested investment strategies that can help you accumulate the current crypto storm, in few weeks of implementing trade with accurate signals directly from Theo Ryan, I have been able to accumulate over 14.9 btc despite the current state of the market.

    • @yousoufebrian8309
      @yousoufebrian8309 2 роки тому

      Hello...I have been looking for such a profitable signals and guides from a pro trader for some time now how do i contact him?

    • @newnew80793
      @newnew80793 2 роки тому +1

      @Theo917
      That's 👆his username / telegram

    • @yousoufebrian8309
      @yousoufebrian8309 2 роки тому

      @@newnew80793 Thanks for sharing his telegram details, this gave me a small amount of hope thanks, i’ll surely reach out to him and start learning the right way, tired of loosing from price drops,

    • @ahmadaladdin8673
      @ahmadaladdin8673 2 роки тому

      I'm also a subscriber of his signals, and if I were to rate their accuracy I would say 95%

    • @michaelyoung3762
      @michaelyoung3762 2 роки тому

      I normally don’t do this, but coming across Theo Ryan in this channel, I just have to say something. He is indeed a tutor, he guided me even when I was being naive to the basics of trading. Thanks to Theo Ryan today I have made reasonable amount of crypto stack up and a good trading capital.

  • @vinaynagaonkar8592
    @vinaynagaonkar8592 2 роки тому

    While dragging a Month with Year in a projection I found that the formula needed a certain format else the formula of sumifs did not give a result in numbers. I mean I had put in Jan-30, Feb-30, Mar-30 and it did not catch the numbers. Whereas for Apr-29 upto Dec-29 the format worked perfectly well. So just to get the result I keyed in the Jan-30 to Mar-30 as 01/01/30 ...01/03/30 and then the numbers were captured. It seems there is an issue with the format. Do let me know, in case there is a error while capturing the data due to format in which the month and year were keyed in. I followed mmm-yy format.

    • @MrBrooksV
      @MrBrooksV 2 роки тому

      I may be mistaken, but are you talking about the inputs tab? Under the "Date" column, the format for the cells should be (d-mmm). In the "Month" column the format should be General) and the formula is =TEXT(Bx, "MMMM"). The formats for the header cells in the Inputs tab should be General as well. Now, on the Dashboard tab, the cell format for the headers of all the months should be (mmm-yy); if you type in 12/2022 it will show up as "Dec-22" but if you type in the name of the month such as December it will work (or at least it should). The formulas to show the data should look like this (here is an example for Base Salary in the 1st month - note I started mine from Dec not Jan)
      =SUMIFS(Inputs!$F:$F,Inputs!$C:$C,Dashboard!C$3,Inputs!$D:$D,Dashboard!$B5)
      Hope this helps!

  • @Samirchhatria163
    @Samirchhatria163 8 місяців тому

    I need this Excel sheet sir

  • @superaak
    @superaak Рік тому

    Where is template. Please share

  • @bhavneshparikh8283
    @bhavneshparikh8283 Рік тому

    add Subcategory Payment mode cash, bank,Google Pay, etc & transfer fund ,balance ,Split transaction means Some purchase different category payment paid by card but 2-4 category purchase so split transaction

  • @tristanontheway
    @tristanontheway 2 роки тому

    wow thanks! now I can track how much I spend on japanese kitkats

  • @anuarmohamad8773
    @anuarmohamad8773 2 роки тому

    Hi Kenji, love your vids! Interested in purchasing the complete office bundle. Are there any discount codes for it?

    • @KenjiExplains
      @KenjiExplains  2 роки тому

      Hi Anuar, that's great to hear! You can use EMAIL10 for 10% off :)

  • @mikheilitchulukhadze8554
    @mikheilitchulukhadze8554 2 роки тому

    Please add Power BI videos

    • @KenjiExplains
      @KenjiExplains  2 роки тому +1

      Yes looking to get those started late this year/early next year

    • @mikheilitchulukhadze8554
      @mikheilitchulukhadze8554 2 роки тому

      @@KenjiExplains great, it will be very interesting to see your explanations for power BI

  • @atlaswilder4344
    @atlaswilder4344 2 роки тому

    i'm glad I got into crypto when I did because it's been a turning point for me financially,been my best decision so far

    • @benicioreign8725
      @benicioreign8725 2 роки тому

      Bitcoin has been falling for a while now and it might keep falling or decide to rise again. The truth is no one knows, I believe it's the right time to make purchase and also get the assistant of a professional

    • @lindasmith3736
      @lindasmith3736 2 роки тому

      Mrs PEGGY SUE WILSON, has really changed my life, I invested €7,000 and She made €29,500 for me in just one week, I'm lucky to have an agent like Mrs PEGGY.

    • @evamason2471
      @evamason2471 2 роки тому

      Investing in crypto has been the best profitable investment I have made so far. There is an opportunity for new traders to take advantage of this, it's quite a shame people can't see this, cryptocurrency is far superior to any digital trading now

    • @jamesstone9434
      @jamesstone9434 2 роки тому

      she works in a private company that deals on bitcoin, ethereum,dogcoin,xrp,coinbase and stock marketing she is very reliable.

  • @willzinner8813
    @willzinner8813 2 роки тому

    First

  • @bhavneshparikh8283
    @bhavneshparikh8283 Рік тому

    add Subcategory Payment mode cash, bank,Google Pay, etc & transfer fund ,balance ,Split transaction means Some purchase different category payment paid by card but 2-4 category purchase so split transaction