How to Make a Monthly Budget Excel Spreadsheet | Cashflow, Income, Fixed and Variable Expenses

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  • Опубліковано 30 січ 2025

КОМЕНТАРІ • 227

  • @suzannestirling1668
    @suzannestirling1668 9 місяців тому +22

    This is the best spreadsheet “expense planner” video I have found. It gives very detailed directions. All of the others seem to think that the viewer is already extremely familiar with how excel spreadsheets work. Thank you from a person new to excel who is trying get a clearer view of my financials.

  • @maryroseblanton4142
    @maryroseblanton4142 10 місяців тому +40

    PLEASE never delete this!

    • @JopaExcel
      @JopaExcel  10 місяців тому +6

      Ok!! 🤣🤣 Thanks 🙏👍

    • @elgatogordo9523
      @elgatogordo9523 10 місяців тому +3

      I totally agree 👍 This is Gold!

    • @mariosouth1634
      @mariosouth1634 3 місяці тому +1

      I agree. Good job😂

  • @BrandyThomas-qb2ys
    @BrandyThomas-qb2ys 9 місяців тому +3

    BEST video out there that I could find - thank YOU very much!!!!

    • @JopaExcel
      @JopaExcel  9 місяців тому

      Thank you 🙏👍

  • @Ad-ds3dg
    @Ad-ds3dg 29 днів тому +1

    People, please support this channel bcos this is the best excel lesson ever, very detailed and simpple to uderstand and to follow. I am glad l found this.

  • @ellieking4132
    @ellieking4132 10 місяців тому +3

    This is brilliant! Thank you very much for taking the time to create and share such a clear, helpful video!

  • @LiveWithTheGauntletts
    @LiveWithTheGauntletts Місяць тому +2

    Created my whole budget by just watching u step by step. Thank you 🙏🏾

  • @alvawonderfullymade
    @alvawonderfullymade 8 місяців тому +3

    Thank you for being a teacher and not a salesman. There is an undeniable difference. I will donate to you.

  • @waz1167
    @waz1167 9 місяців тому +1

    Thank you very much. This will really help me get my finances on track.

  • @BTCPINNACLECREDIT
    @BTCPINNACLECREDIT 27 днів тому +1

    Thank you so much!!!! I learned so much easily!!!!!🙏🏽👏🏽

  • @jamesof07
    @jamesof07 9 місяців тому +1

    At last, video that makes a lot of sense, thanks.😊

  • @reginacameron3011
    @reginacameron3011 Рік тому +4

    This was better than a previous spreadsheet I done. I love this one the best. I did not add credit card b/c I pay everything with it to get the awards points. I just pay the card off each month. I followed this video better than having all the different pie charts and graphs like the other videos. Plus, I like seeing for the whole year even though I only tracked since aug. I will start 2024 off using this spreadsheet.

  • @birdieh1716
    @birdieh1716 11 місяців тому +2

    Thank you so much. This is the first Excel video I have watched that is so clearly set out and so simply practical. It’s exactly what I had hoped to learn. Blessings to you from New Zealand. Thanks heaps.

  • @Eng.MillyG.
    @Eng.MillyG. 10 місяців тому

    This tutorial is very simple and perfectly explained. I have followed along and managed to create my own monthly budget for the first time.
    Thank you so much and God bless you.
    Receive lots of love from Kenya.

  • @OhCyrus
    @OhCyrus 10 місяців тому

    This was SO helpful for me, I followed step by step and FINALLY have a spreadsheet that I like and can understand. Thank you very much!

  • @te5684
    @te5684 Рік тому +4

    Exactly what I needed to get started! You explained very simply and easily for a beginner. I was able to watch on my tablet as I followed along creating my first monthly budget on my computer. Thank you! 🤗

  • @Just_Being_Honest
    @Just_Being_Honest 28 днів тому +2

    Thank you so much for making this video, kind sir.

  • @holidaycat9241
    @holidaycat9241 4 місяці тому

    This was amazing as a first time spreadsheet user, I just used google sheets to make mine, since it shares the same tools, I really appreciate this video thank you!

  • @isabellavalera3791
    @isabellavalera3791 3 місяці тому

    I was reading the comments like "no way this guy's that good" but YES, HE'S THAT GOOD! Even as someone familiar with excel it's always helpful to have a refresher. This guy breaks it down SO SIMPLE. Step-by-step and at a pace where you can have your own sheet open to practice alongside him. Wonderful video!

  • @1odham
    @1odham 27 днів тому

    Wow. Solved the issue. I had to delete the totals of each section and put the equation in the REMAINING field. Then I added the equation to each total afterwards. Whew!!

  • @garrylawrence3164
    @garrylawrence3164 6 місяців тому +1

    Very helpful and beginner-friendly! I'm 19 and I was able to finish this in a day's time.

  • @jamesobrien7711
    @jamesobrien7711 4 місяці тому

    Brilliant video, so easy to follow. Got all my income and expenditure all set up, so I can see my current balance and it looks amazing

  • @melongesang6211
    @melongesang6211 6 місяців тому

    this video was great! Thank you so much. I love how you went straight to the point and you were still very clear and the steps are super easy to follow along. Thank you!

  • @IndieCindy3
    @IndieCindy3 2 місяці тому

    Thank you SO much! 🙌 Bless your heart for making this tutorial! ❤

  • @emilysaliu7022
    @emilysaliu7022 5 місяців тому

    Thank you so much! This video was exactly what I was looking for. Super easy to follow and it looks great!

  • @CHAD-bw7tu
    @CHAD-bw7tu 6 місяців тому

    Fansastic video! I dont usually leave youtube comments, but this was extreamly helpful and easy to follow step by step for a tech/excel novis (like myself). thank you so much.

  • @KayjoN9ne
    @KayjoN9ne 3 місяці тому

    ❤ This was helpful,u made it simple for me and i followed you step by now im done making my template just as exact as urs

  • @insularmarcferdinanda.5494
    @insularmarcferdinanda.5494 5 місяців тому

    this is really good, this is the first video I watched and this absolutely works! before I was going to download a pre-made template but stumbled on your video and now I have a working tracker!🎉

  • @amarsen6129
    @amarsen6129 5 місяців тому

    Awesome video mate. Helpful for all beginners. Thank you for sharing your knowledge in a way that we can actually learn.

  • @elgatogordo9523
    @elgatogordo9523 10 місяців тому

    Thank you for your informative video. Just what i needed! Will creating this spread sheet as a guide. Retiring in a xouplenof years and this willncome in handy!

  • @nozi412
    @nozi412 Місяць тому

    New subscriber! Nice and simple video. Thank you!

  • @c.onGallery
    @c.onGallery Рік тому +2

    Awesome! I'll watch this again tom once I'm on the computer.

    • @JopaExcel
      @JopaExcel  Рік тому +1

      Thanks! 🙏👍 If you have any questions let me know!

  • @elkanahdhanookdharry
    @elkanahdhanookdharry 7 місяців тому

    Loved this video. Steps were clearly described. Thank you!

  • @Bienlly82
    @Bienlly82 3 місяці тому

    Finally one that is actually easy and fast thank you so much.

  • @esosaosagie274
    @esosaosagie274 5 місяців тому

    This tutorial is really detailed and was very helpful
    Thanks a lot

  • @activeleadersmedia
    @activeleadersmedia Місяць тому

    That was excellent - thank you so much!!! Liked and Subscribed too...

  • @changingthemindsetforsucce4680
    @changingthemindsetforsucce4680 4 місяці тому

    most educative exel video i have watched
    thanks so much

  • @katrinabanasik5244
    @katrinabanasik5244 9 місяців тому

    Thank you for sharing this was very easy to understand

  • @frankdupree7911
    @frankdupree7911 Рік тому +1

    Your instruction is great. If you should have a template that I could use that would save me a lot of time and eliminate mistakes. Thanks, Frank

  • @marie31316
    @marie31316 Місяць тому

    Thank you so much. I just finished doing this 🥰

  • @lorrainechiwetu6407
    @lorrainechiwetu6407 21 день тому

    This was super helpful, thank you.

  • @zuxriddingadoyev1162
    @zuxriddingadoyev1162 3 місяці тому

    it was very helpful, thank you so much and keep up the good work!

  • @eriqroberson7629
    @eriqroberson7629 8 місяців тому

    this video was awesome. definitely helped me figure excel out for my first try and left me amazed and intrigued. fire.

  • @JeanneteRodriguez
    @JeanneteRodriguez 4 місяці тому

    Thank you so much! Best spreadsheet tutorial

  • @num1bamtori
    @num1bamtori 10 місяців тому

    This tutorial saved me thank you!! 😭🙏🙏

  • @jessicamenchaca9156
    @jessicamenchaca9156 Рік тому +2

    🤩 LOVED IT THANK YOU I LEARNED SOMETHING NEW

  • @ladonnajackson734
    @ladonnajackson734 9 місяців тому +1

    Great presentation! Thank you.

  • @Wise-u8b
    @Wise-u8b 7 місяців тому

    I really enjoyed your teaching ❤

  • @DMora-go3ic
    @DMora-go3ic 10 місяців тому

    This was a great tutorial. Thank you, it was very helpful!

  • @gabi_jay93
    @gabi_jay93 3 місяці тому

    Thank you SO MUCH for this! Such an easy to follow tutorial and i feel so much better now that I'm able to see where and to what my money has gone to! I'm a little embarrassed to say how much money I've actually wasted 😥😥

  • @ElizabethCook-f9p
    @ElizabethCook-f9p 4 місяці тому

    great explanation! Thank you!!

  • @diellberisha5126
    @diellberisha5126 8 місяців тому +2

    Bro you’re the best i swear you saved me

    • @JopaExcel
      @JopaExcel  7 місяців тому

      Thank youu! 🙏👍

  • @WINSTEADKEY
    @WINSTEADKEY 11 місяців тому

    Thank you for this video it really helps me a lot 😊 I have to subscribe and likes and definitely share with others who need this help I’m now my own accountant 😊😊

  • @customersdocuments7635
    @customersdocuments7635 10 місяців тому

    thank you so much!! helped me alot with excell. more powers!

  • @joanantonio5915
    @joanantonio5915 6 місяців тому

    thank you mr jopa for your excellent tutorial very big help for me i labya😘

  • @stpetetennispro2012
    @stpetetennispro2012 9 місяців тому +1

    This was the BEST explanation of Excel I have ever received. I learned more from this video than I’ve learned from other in the past year. What an excellent video and excellent teaching. I love my spreadsheets now!!! Thank you 🙏🏽!!!

  • @DEWITT54LHS
    @DEWITT54LHS 7 місяців тому

    Very nice video! Thank you! Just what I needed!

    • @JopaExcel
      @JopaExcel  7 місяців тому

      You're welcome!🙏👍

  • @saundra2178
    @saundra2178 4 місяці тому

    This was extremely helpful. thank you

  • @AjaxxG
    @AjaxxG Місяць тому

    This was perfect thank you so much !

  • @tameradungan6934
    @tameradungan6934 2 місяці тому

    Saved my life!! Thank you

  • @cadekoya
    @cadekoya 9 місяців тому

    Thanks you showed me a few tricks I wish I had learned years ago.

  • @TinaAnn.
    @TinaAnn. Рік тому +1

    Thank you so much for this free tutorial! The flow and explanation was amazing and easy to follow. Really enjoyed it. I'm a new subscriber!

    • @JopaExcel
      @JopaExcel  Рік тому

      Glad it was useful. Thank you 😁🙏👍

  • @Buk_holistic
    @Buk_holistic Рік тому

    Thanks

    • @JopaExcel
      @JopaExcel  Рік тому

      Thanks so much, man! I appreciate it.

  • @anthonycarbonaro7890
    @anthonycarbonaro7890 5 місяців тому

    Very nice 👍
    Thank you 🙏

  • @prince_dixon
    @prince_dixon 2 місяці тому

    This was great. Thank you

  • @ezedinshemsu2522
    @ezedinshemsu2522 8 місяців тому

    wow the best video I have ever get regarding excel spreadsheet thank you!!

    • @JopaExcel
      @JopaExcel  8 місяців тому

      Glad you enjoyed it! 🙏👍

  • @7audiel
    @7audiel Місяць тому

    Thank you. this a great spreadsheet

  • @CaribbeaNaijaGoddess
    @CaribbeaNaijaGoddess 2 місяці тому

    Thank you so much! Do you have one for a weekly budget? I'll check your videos out now!

  • @renewableenergy78
    @renewableenergy78 Рік тому +2

    Super easy to follow, and more importantly: Extremely useful! Thank you!!

  • @criconinvestments7723
    @criconinvestments7723 9 місяців тому +1

    Thank you so much no one is doing theirs like this

  • @palermopuertoricankitchen
    @palermopuertoricankitchen 9 місяців тому +2

    LOVE YOU BROTHER IT WAS ESY AND SIMPLE … I JUST SUBCRIBE TO YOUR CHANNEL

  • @BravoPhantom
    @BravoPhantom 8 місяців тому

    May God guide and bless you brother. Thank you soo much 😇

  • @gayanemelkonyan1981
    @gayanemelkonyan1981 3 місяці тому

    VeryHelpful! Thank you

  • @khanyanibobotyana3685
    @khanyanibobotyana3685 4 місяці тому

    Very informative 👌

  • @lucidanecdote683
    @lucidanecdote683 Рік тому

    Very helpful. Appreciate you taking the time to make this tutorial!

  • @thomasmcilmoyle2654
    @thomasmcilmoyle2654 16 днів тому

    Very helpful, Thank you :)

  • @kathykuntz1616
    @kathykuntz1616 Рік тому +1

    Thank you so much. I'm glad I found you. Best tutorial ever!! So helpful.😊

  • @mohamedcoker8664
    @mohamedcoker8664 6 місяців тому

    Thanks a lot you have done great for me 😊

  • @massimosammi
    @massimosammi Рік тому

    Thank you, really helpful!

  • @hanialhebshi9698
    @hanialhebshi9698 5 місяців тому

    Very Neat and helpful

  • @Miraz05-zm8vp
    @Miraz05-zm8vp 10 місяців тому

    Its very helpful . thank you so much

  • @KathleenChandler-xv2pv
    @KathleenChandler-xv2pv Рік тому

    Great video! Thank you.

    • @JopaExcel
      @JopaExcel  Рік тому

      Glad you liked it! 🙏👍

  • @noexcusesmarketing
    @noexcusesmarketing 11 місяців тому

    Thanks for your video.

  • @sunshine23313
    @sunshine23313 11 місяців тому

    Thank you; this is very helpful.

  • @lifewitherica2.0
    @lifewitherica2.0 Рік тому

    Thank you! This was so easy to follow!

    • @JopaExcel
      @JopaExcel  Рік тому

      I'm glad it helped you. 🙏👍 Thanks for the feedback!

  • @malinarshahin
    @malinarshahin Рік тому

    Thank you so much. I'm glad I found you.

    • @JopaExcel
      @JopaExcel  Рік тому

      I'm glad it helped you. 🙏👍 Thanks for the feedback!

  • @Umaru-w4v
    @Umaru-w4v 9 місяців тому

    It's really helping thanks you sir

  • @francishubertovasquez2139
    @francishubertovasquez2139 11 місяців тому

    Thanks, I realized there should be other source of income of employees, workers, business person's to whatever category belongingness, to whoever Matter or bigger Magog carriers, I learned that from your presented example personal data with many expenses though with improving income, maybe later.

  • @bukirwasarah3319
    @bukirwasarah3319 8 місяців тому

    Very useful thanks for this content

    • @JopaExcel
      @JopaExcel  7 місяців тому

      Glad it was helpful!

  • @tonysilva5558
    @tonysilva5558 Рік тому

    Thank you, that helped a lot!

  • @mush_room01
    @mush_room01 6 місяців тому

    very simple and easy thank you

  • @simonoganga9535
    @simonoganga9535 Рік тому

    Great job Jopal, i love it, thank you for the tutorial.

    • @JopaExcel
      @JopaExcel  Рік тому

      Thank you, Simon! 🙏👍

  • @annelanshe
    @annelanshe Рік тому

    Perfectly explained. Thank you!

  • @Jc-sm5vi
    @Jc-sm5vi Рік тому

    Excellent video! so freaking simple! thanks man!

    • @JopaExcel
      @JopaExcel  Рік тому

      I'm glad it was useful for you. Appreciate it! 🙏👍

  • @slandieaurelie3792
    @slandieaurelie3792 20 днів тому

    this is amazing thanks

  • @rosevictoria7640
    @rosevictoria7640 10 місяців тому

    Thank u very much yo such a good teacher

  • @ivanfojan8859
    @ivanfojan8859 Рік тому +1

    Very good and easy to understand.
    Liked and subscribed :)

    • @JopaExcel
      @JopaExcel  Рік тому

      Ivan, thanks for the feedback! 🙏👍

  • @freddiesamples
    @freddiesamples 8 місяців тому

    You make this look soooo simple! Excellent template. Thank you, Sub'd

    • @JopaExcel
      @JopaExcel  8 місяців тому

      Glad you like it! Thanks 🙏👍

  • @linzigold112
    @linzigold112 2 місяці тому

    Really great video. My only feedback is your BALANCE column is not a bank account balance, it’s more like NET INCOME (gross income - expenses). To finish the budgeting cycle, it would potentially be helpful to have a place to enter bank account balance each month, then show balance minus net income to track true cash available (and accurate spending). Very important to reconcile and find where you spent OUTSIDE your budget so you can course correct... that’s an important goal of budgeting : ) Thanks again!

  • @terracraft4549
    @terracraft4549 Рік тому

    Very easy to follow along! Helped me out a good bit. Many thanks ~

    • @JopaExcel
      @JopaExcel  Рік тому

      I'm glad it helped you! 😁

  • @brendawhirl-patterson8530
    @brendawhirl-patterson8530 Рік тому

    You made that so simple. Thank you so much!