How to Make a Financial Excel Tracker | Budget Template | Income and Expense

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  • Опубліковано 29 січ 2025

КОМЕНТАРІ • 33

  • @ASHMUSICHT
    @ASHMUSICHT 8 годин тому

    appreciate you that was very simple and helpful for me

  • @captainrain
    @captainrain Рік тому +4

    15:23 I love the simplicity of the table, yet it yields so much useful information. You also explain the concepts without unnecessary information, direct and to the point. Awesome job!

  • @kaykite9456
    @kaykite9456 Рік тому +3

    I love your video and I really want to follow the step, but indirect function is not working for some reasons. It kept saying that this leads to an error. Any idea?

  • @GemmaPatrickBeligan-h1c
    @GemmaPatrickBeligan-h1c 2 дні тому

    can you please make an updated version of this? it wont work on the sumifs part. tysm

  • @chinwendukanu1886
    @chinwendukanu1886 10 днів тому

    Can i do this with excel

  • @pubudusanjeewani3504
    @pubudusanjeewani3504 6 місяців тому

    thank you so much for this video

  • @lexiepardo9984
    @lexiepardo9984 6 місяців тому +2

    For some reason on my worksheet, after the sumifs function, it wont calculate a number. it just says 0

  • @josephlascuola5751
    @josephlascuola5751 11 місяців тому +3

    I also have a problem with the indirect function. An error message that says, “This entry leads to an error. Try entering different values to continue.” Do you have a fix for this problem?

    • @chrissoto2428
      @chrissoto2428 4 місяці тому +2

      Did you ever get a fix for this problem?

  • @Trep-AI
    @Trep-AI Місяць тому

    Fantastic video. Thank you!

  • @Zaahir_
    @Zaahir_ 2 місяці тому

    Do I need to recreate the table for each new year, or will it automatically separate the totals by month for 2024 and 2025?

  • @its_me_shubzzz
    @its_me_shubzzz 3 місяці тому

    13:11 the things doesn't come automatically in my case👀

  • @motilalsuthar4048
    @motilalsuthar4048 3 місяці тому +1

    1:12 not working in my case

    • @motilalsuthar4048
      @motilalsuthar4048 3 місяці тому

      use these steps:
      1. Set Up Your Lists on the Other Sheet
      Go to the other sheet (let's call it "Lists").
      In one column (say A), create your list of income options:
      A1: Income, A2: Salary, A3: Side Hustle, A4: Others
      In another column (say B), create your list of expense options:
      B1: Expense, B2: Food, B3: Fuel
      2. Create Named Ranges
      Select the range A2:A4 (Income options) and name it "Income" (go to Formulas > Define Name).
      Similarly, select the range B2:B3 (Expense options) and name it "Expense."
      then follow this video

  • @shellycrosse4090
    @shellycrosse4090 2 місяці тому +1

    I am having a problem getting past function =indirect{D4}. 10:33

    • @DocRemy69
      @DocRemy69 2 місяці тому +1

      Me too

    • @shellycrosse4090
      @shellycrosse4090 2 місяці тому

      @@DocRemy69 Instead of abandoning the project, I kept going and did the rest of the spreadsheet, that is the only formula that I had difficulty with. I wondered if it was the version of my excel.

    • @manonthemoon-y1v
      @manonthemoon-y1v 15 днів тому

      Ever figure it out? Having the same problem.

    • @shellycrosse5394
      @shellycrosse5394 12 днів тому

      Nope.

  • @shellycrosse4090
    @shellycrosse4090 2 місяці тому

    OK, I read the comments, I am not alone.

  • @marcinontlon
    @marcinontlon 21 день тому

    I can only get 1 side of the dash board working . I copied and pated the formula and changed from Income to expense and the expense shows zero . Everything else works . New to Excel and have been struggling all day on this . I even tried Define Name as one comment stated but no luck . Like how simple this tracker is but just can't figure out the issue .

  • @Levelupsinhala
    @Levelupsinhala 3 місяці тому +1

    In dashboard expenses are ok but incomes not showing how to fix it

  • @KJameson8
    @KJameson8 3 місяці тому +2

    For some reason, the Dashboard is not working for me. My formula is exactly as yours in the video is. Where could the error be?
    Edit: Your explanation in the "Dashboard" portion of the video needs some reworking.

  • @Africantaleswithbecky
    @Africantaleswithbecky 7 місяців тому

    Around 18:16 min you said we should chose the F something key,i cant figure out what you are saying due to the accent and im stock there.please can you tell me the key you were refering to,will really appreciate it thank you

    • @Kelly_9688
      @Kelly_9688 6 місяців тому

      I'm not sure what he said, but you want to press F4 to add the $ around the cell number. -- I listened again... what he said was "the F4 key"

    • @ShohelRana-ls3dt
      @ShohelRana-ls3dt 3 місяці тому

      F4 key, if its not working then try to Fn+F4 key, I think it will be helpful for you. Thanks

  • @ShohelRana-ls3dt
    @ShohelRana-ls3dt 3 місяці тому

    Very helpful video for me

  • @needlecollege
    @needlecollege 3 місяці тому

    thanks

  • @201Somy
    @201Somy 8 місяців тому

    I use the google sheet is too available, this metod

    • @JopaExcel
      @JopaExcel  7 місяців тому

      Off the top of my head, I think everything will work 100%, especially because the formulas and functions used are in both applications.

  • @petergakuru172
    @petergakuru172 10 місяців тому

    How do you merge dates of expenses and income used or received on one date instead of repeating yourself? e.g 01/01/2024 income 1000, 01/01/2024 expense 400, 01/01/2024 expense 300.

  • @thehomedepothouseplant9986
    @thehomedepothouseplant9986 3 місяці тому

    Thanks mate