Excel Budget Template | Automate your budget in 15 minutes

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Work Smarter Not Harder

Work Smarter Not Harder

Күн бұрын

Want a template that is already built for you? Check out this video: • Excel Budget Template ...
Or
Visit My Etsy Store: www.etsy.com/shop/Worksmarter...
This Videos Description
Excel Budget Templates are one of the most searched items on KZfaq and Google. However, sometimes the ones you find get complicated and messy. This video will teach you how to:
o Create a tracker that will calculate automatically a running balance
based on what you enter
o Automatically add a month based on a date you enter
o Automate your spending and income progress
o Show you how much you have left to spend in each category automatically
o Create it in 10-15 minutes on your own!
Here are some other videos you might like:
o • SUMIFS in Excel Tutori...
o • Pivot Table Excel Tuto...
o • Excel Tips And Tricks ...
Other Resources:
If you are looking for pre-built, easy to use spreadsheets, try this link. There you can find cash flow planning, invoices, expense reports, personal budgets, and more!
www.simplesheets.co/a/45451/Z...
Excel University:
www.simplesheets.co/a/2147491...
Other Resources:
Thanks again for watching. Don't forget to subscribe, hit the bell notification and comment on anything you may have learned or how you found my channel!

Пікірлер: 2 200
@edreialaban4311
@edreialaban4311 Жыл бұрын
I'm a 20-year-old trying to get my life set together (at least financially) I've only used excel once, and that was five years ago. Had a few blocks here and there, but thanks for an easy step-by-step tutorial! If a beginner like me can do it, so can you.😁
@StonagePwnage
@StonagePwnage Жыл бұрын
Good for you, keep up the good work!
@harryenglish5811
@harryenglish5811 11 ай бұрын
Same here, with the cost of living crisis and being in full time education its becoming quite a challenge
@tanuja1310
@tanuja1310 9 ай бұрын
Hey m 20 too this year nd kinda same story I thought I'm being too old to start thinking about budget and stuff but ur comment made me think otherwise go gurl
@collinsmathukibugi4910
@collinsmathukibugi4910 8 ай бұрын
Thanks for this, was very helpful, could you do one for like a group not personal? Thanks.
@bry8105
@bry8105 4 ай бұрын
I'm rooting for you. I wish I had this at 20 instead of trying to figure it out later in age
@Thevaelkyttv
@Thevaelkyttv 2 жыл бұрын
You have no idea how much this is helping me and my business , it’s individuals like you who make life so much easier. Thank you so much. I have subscribed!
@ciarapharris676
@ciarapharris676 6 ай бұрын
I never subscribe or like, but because there were not 15 ads or 30 mins of bs or selling, I did to help you out. Love creators like this. They provide info and a simple ask, no bs
@RossHendo92
@RossHendo92 11 ай бұрын
This was absolutely amazing. I have been trying to find ways to balance myself to try and reach money goal. This lesson had me feeling like if I could get this to an advanced level, not only could I reach my goals but I could also use this the better myself in the work field. Not over explaining or boring you unnecessary fluff. Being able to open excel and follow step by step was key in the continuation of this. As a busy person who had failed many times in the college money hole, this video saved me so much time and expenses that. I couldn't wait to get home from work today and finish my spreadsheet! 👏🏿🙌🏿👏🏿🙌🏿👏🏿
@emiliaalvarado6042
@emiliaalvarado6042 9 ай бұрын
It's been one year since I started using this format and I LOVE IT!!! Thank you for sharing this with everyone. I was able to save up money for a car and other needs I had and have a better understanding of my finances. I'm extremely grateful to you. I did the last quarter of 2022, and I've been doing it for 2023, can't wait to start a new one for 2024. THANK YOU!!!!!!
@andrewruiz6801
@andrewruiz6801 2 жыл бұрын
Nice! Great job, I just Google'd how to create an income expense sheet with excel and you were the 3rd choice I believe. I followed along with you (which was easy) and was able to create my own excel sheet. I've played with excel in the past and wasn't able to get the functions to work but, watching you I got the hang of it. I will be watching more of your videos.
@IvyThaQueen
@IvyThaQueen Жыл бұрын
I was just about to purchase a pre-made budget template & decided to watch how one is made. You're a lifesaver!!! Now I can make my own and tweak as necessary. Thank you!
@ZillionPorpoise
@ZillionPorpoise 3 ай бұрын
To see all my expenses laid out like this blows my mind! Thanks for providing a great template, I can finally start working on my finances efficiently!
@iitsmissjessica
@iitsmissjessica 3 жыл бұрын
I think this may be my 3rd time commenting on a video in about 10 years... but I’m just so grateful right now! Thank you thank you thank you thank you! I never thought the day would come when I look forward to budgeting... something I’ve managed to avoid my entire life!
@EvoraCardTrading
@EvoraCardTrading 3 жыл бұрын
Hands down one of the top “informational videos” I’ve seen.
@theravensnest5984
@theravensnest5984 2 жыл бұрын
So stoked to dive into all your excel budget videos. I've been wanting to budget for years but have been terrified of excel. You've made this so accessible. My pocket thanks you!!!
@laurasagan2606
@laurasagan2606 Жыл бұрын
I found you in my feed because I'm looking to start budgeting for the first time in 60 years. My husband has a loose system and I want to start preparing for retirement. Thanks for this.
@mrCetus
@mrCetus 2 жыл бұрын
Great Job. Every tutorial should be like this, no frivolous talking, no wasted time, just packed full of instruction and information and you get what was promised at the end. Very very nice.
@anastaciaemilia4026
@anastaciaemilia4026 Жыл бұрын
I totally agree. No wasted talk. So straight to the point which turns things as simple as possible for non digital natives as myself. Thanks again to Work Smarter.
@PoEisLife
@PoEisLife 7 ай бұрын
some of these videos are just ppl talking instead of showing their actual budget plan, just shows their face and a slide every once and a while
@TheCheekyBartender
@TheCheekyBartender Жыл бұрын
Well damn! A youtube video that actually delivers on it's title! Roughly 15 minutes later, I have the forming of a budget that is simple, practical, and my gut says it looks damn promising to work with! Thank you for such an informative video, and I hope more people acknowledge your content! Consider me a subscriber!
@dannymack506
@dannymack506 6 ай бұрын
Ex girlfriend
@DarkAngelEU
@DarkAngelEU Жыл бұрын
I wanted to check my finances in a way my bank doesn't provide (charts, balances, expenses per category etc.) and of course, someone would have made a KZfaq video on that, if not an entire channel. This video is exactly what I want as a first step. Thanks for setting me up!
@justtasteandsee
@justtasteandsee 6 ай бұрын
Wow I'm absolutely mind-blown. I had been looking for a way to present my financial data in a clear way with all the automated "summaries" for quite a while and looking through apps which haven't been what I wanted. Thanks for explaining how to use Excel in such a clear and simple way. The answer was right in front of me this whole time, I'm going to start doing this right away! Btw, your video was second on the list when I searched "Spreadsheet household finances" on youtube. Keep up the good work!
@royce6485
@royce6485 3 жыл бұрын
you just changed my life. i've been struggling with excel templates for 3 hours and nothing was as simple as i wanted
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Awesome! Love it! That’s why I do it!
@denniskinsey6653
@denniskinsey6653 3 жыл бұрын
I have been pulling my hair out trying to figure out how to make a monthly expense tracker like this. Thankfully I came upon this video as it is perfect for what I need and the creator does a phenomenal job explaining how to break it down. I love that he just gets right to the point. I'll be keeping track of all the work smarter not harder videos from here out.
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Wow! Thank you for the kind words! So glad it worked out for you. Sorry for the delay in response!
@DarkAngelEU
@DarkAngelEU Жыл бұрын
I bet you don't ask others for instructions when you're lost either lol
@MrTherem15
@MrTherem15 Жыл бұрын
Thank you for posting this! After moving out of NY and bringing my NY pay with me down south, I am finally ready to properly budget my expenses and pay off my debt. I will be on my way to finally auto pay the reoccurring bills and build a savings account. I'm excited to try this!
@celestehartwell
@celestehartwell 5 ай бұрын
Wow, I know a lot about excel as I used to be an analyst, but you taught me a few things I didn't know, and I got a lot of value out of this! Thank you so much for creating this!!
@adriennejones2148
@adriennejones2148 3 жыл бұрын
This video is GREAT! I actually consider myself to be pretty nifty with excel and I already have an automated budget but it has taken me years to finally get it right. I enjoyed watching you set up the budget and excel and I learned some new tricks as well. Thanks for sharing
@laurenscheidt8682
@laurenscheidt8682 3 жыл бұрын
This is the best excel video ever!! super helpful, keep them coming!!
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Wow thank you!! Will do!
@MS40LOST40
@MS40LOST40 Ай бұрын
Literally typed “you tube excel budgeting and scheduling” you were very 1st post and I’m incredibly thankful ❤
@nataschabuehnerkemper6051
@nataschabuehnerkemper6051 Жыл бұрын
I've been using SUMIF for a few years on my budget spreadsheet now but was having to manually redo the formulas every month I started fresh, which was really tedious. This video just helped me make my budgeting system go from mostly good to EXACTLY how I want it to work. Thank you!!
@Lord_Sully
@Lord_Sully 6 ай бұрын
He's using SUMIFS
@saadsalman1650
@saadsalman1650 3 жыл бұрын
Thanks so much for this simple tool. You have helped me a lot! I already had my own templet that I had been using for over 2 years, but this helped me figure out a few ways to make it efficient. Thank you!
@spamdam1588
@spamdam1588 Жыл бұрын
Quick tip: If there are values you're using over and over that are likely to change in the future, make them super easy to change. Like those budget categories, budget amount, or starting balance, you can reference a column or cell to set those values up instead of manually typing it. Changing those later (especially the categories) the way it's done here could be a huge pain to do without overwriting what you've already entered. I'd recommend setting up a sheet strictly for settings and putting all of your values there. That way, changing the values in that settings sheet will change them correctly across the entire budget without breaking it.
@NoirMorter
@NoirMorter Жыл бұрын
I prefer doing a second tab and labeling what the value is by note or cell, then linking to the cell with the actual value. It makes it easier to update over time such as budget amounts per category.
@FloydRoseMow
@FloydRoseMow 4 ай бұрын
I don't quite understand what you mean, but I WANT to understand! I've been without a budget for months now because Mint shut off and I've finally decided to quit YNAB. I've made my sheet but your tip sounds like something I should be doing; could you at all elaborate how I do this?? Thanks!
@stevesmith9173
@stevesmith9173 2 жыл бұрын
OMG… “this” is AWESOME SAUCE!!!! I absolutely love excel, but have been debating on purchasing a software package such as Quicken. However… after sitting through your demo here, I’m going to take a step back and re-evaluate my thoughts… HUGE THANK-YOU for taking the time and sharing this!!!!! 🙂
@emiliaalvarado6042
@emiliaalvarado6042 6 ай бұрын
This is my third year doing this!!! I LOVE IT! Thanks again for sharing this template, it has help me a lot with managing my money and saving up for a car.
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Feel free to pause at any time if I’m talking too fast! Also if formulas give you issues, watch my sumifs video for a deeper explanation!
@labenef15
@labenef15 3 жыл бұрын
Awesome! We can even use the playback option to slow it down
@lakitasingletary5412
@lakitasingletary5412 3 жыл бұрын
I agree that your videos are good and very informational and I have watched them all. Unfortunately right at 5 minutes I'm getting lost. When i put in the Sumifs as it states in the video I get an error message. Can you please assist me.
@alexiacito
@alexiacito Жыл бұрын
This is a miracle. I would consider this the first successful budget I have ever made, and it's so cool it's literally bringing excitement to this process. A few hiccups at first but watching the other videos I figured it out. I cannot thank you enough for creating this video. This is something I have been working on for years. I am finally feeling empowered financially and am excited to show my father this budget, he has been teaching me how to budget. This is life changing and I'm very grateful - thank you for making it so simple... I am quite confident if I can do this, anyone can!
@whyworksmarternotharder
@whyworksmarternotharder Жыл бұрын
Awesome
@asiamateo9035
@asiamateo9035 Жыл бұрын
I watched the video several times , and I appreciate the details . Finally I have a budget that I can generate to support my spending habits.
@dannymack506
@dannymack506 6 ай бұрын
❤ 2:12 2:12 x!3pWMeo-h2@zsC
@kbanghart
@kbanghart 4 ай бұрын
​@@asiamateo9035Hi, before I watch this video, I'm curious, does he describe how to use excel formulas to calculate what to pay, and when, based on your income? I need something that can say "this bill is $100 but there's only 80 in the acct. So let's pay x amount next week". If I had something like that then I would be good, but there's so many of these budgeting apps I don't have time to sort through them all.
@constantlyevolving8914
@constantlyevolving8914 Жыл бұрын
Let's just say, I'm a new subscriber after watching this video. You taught me something that I've been wanting to learn for years, in less than 10 minutes. Thank you so much. I can't wait to watch the other videos! lol. Thank you friend. 🙏🏽
@JeffRobinson65
@JeffRobinson65 Жыл бұрын
THIS HAS BEEN THE BEST, EASIEST BUDGET TEMPLATE I'VE SEEN THUS FAR AND I LEARNED SOMETHING NEW TRICKS WITH EXCEL..THANK YOU! THANK YOU! THANK YOU!
@toyinayoajayi7511
@toyinayoajayi7511 2 ай бұрын
I finally got this budget done. I followed this video step by step. I initially had issues with the 'Sumifs' , but then I got it!!. Thank you. Now I can keep a good tab on my finances. I watched from Nigeria.
@velevetyy
@velevetyy 2 ай бұрын
yo im having issues with sumifs too, what did you do that fixed it? ill try again but just curious since ive been trying too lol
@obaid8116
@obaid8116 3 жыл бұрын
This ...this is beautiful I don’t need to do it by hand anymore I am really thankful for you ❤️
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Thanks for the kind words! Glad it helps out!!
@alricsproul3043
@alricsproul3043 Жыл бұрын
I learned about the use of Data Bars under conditional formatting. I was also able to tweak your example by putting in a second sheet that had the budgeted amounts for each category and then point the upper value of the conditional formatting to budgeted amount for the category rather than typing in the actual amount in the conditional formatting rule. What that does is that it makes it easier to change the budgeted amount. I now need to work on a graphical presentation that shows what percentage of what each category's budget is being used. Thanks for this video.
@teressacooks7928
@teressacooks7928 2 жыл бұрын
I found you by typing, "How to make a revolving budget in Excel". You were the 1st to pop up. I know very little about Excel or working with spreadsheets, so it took me slightly more than 15mins and I use the word "slightly" in the loosest of terms. 😐However, I now have a budget and I thank you for you CLEAR instructions! 😀😀👍🏾👍🏾
@CW12190
@CW12190 2 жыл бұрын
Oh WOW THIS IS BEAUTIFUL! thank you so much for sharing! I was looking for tips on how to make your sheets prettier and neater, and this video was recommended to me! no regrets! :)
@TeraGreene1
@TeraGreene1 2 жыл бұрын
Agreed!
@redeye987
@redeye987 6 ай бұрын
I don't usually comment on videos, but I just had to express my gratitude for this one. I remember I tried this template out at the start of 2023 and copied it step by step on my computer. Since then, I have been using it every day. Now, I return to this video, almost 18 years old, at the first day of 2024, to make a new one for this year. Although my version is not exactly the same, the fundamentals still remain identical, and I am truly grateful. Thank you. If I still have not learnt how to do it without the tutorial, see you next year! 😂
@MrBounce98
@MrBounce98 4 ай бұрын
could @work smarter not harder make a video on how to do that?
@naomiharper6224
@naomiharper6224 2 жыл бұрын
I think this is exactly what I've been looking for. Great detail, for me personally the formulas and where to find/select functions was most helpful! Thanks!
@whyworksmarternotharder
@whyworksmarternotharder 2 жыл бұрын
Great! Awesome!
@ameliamarshall3614
@ameliamarshall3614 3 жыл бұрын
Loved you video. I haven’t found a budgeting app that I absolutely love so making my own seems like the obvious choice. Please consider making 2 additional types of videos: 1- I’d like to use my phone to keep track of my budget since it’s always with me. I’m planning on trying to access excel through an app on my phone. But a video about that would be beneficial. 2. I’m completely excel illiterate. I’m planning on watching and rewatching your video to put together my budget. But an ‘excel budget for dummies’ video would be nice. That way the formulas can be done a bit slower and maybe explained more. They kinda went over my head. Thanks again
@sassthecouponer8571
@sassthecouponer8571 3 жыл бұрын
Thanks you soooooo much! I am trying to get ready for 2021. This is what I needed and you made it so easy. It took me more than 15 minutes. But, darnit---I did it!! Lol! Happy Holidays! Most appreciative!
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Thank you for the kind words. Glad it worked out for you!
@marilynsmith6048
@marilynsmith6048 27 күн бұрын
I love seeing that 2.8 mln people have been helped by this! Thanks for showing how Excel can be super informative in a pretty simple way!
@user-qo4xp6zo6q
@user-qo4xp6zo6q 5 ай бұрын
I discovered your channel via a Google search for creating a budget on Excel, and your page was the top suggestion.
@KittyStJohn-ng1sv
@KittyStJohn-ng1sv Жыл бұрын
This is the information I have been looking for. I like working smarter not harder!! Thank you! I knew I could create a budget with Excel quickly and simply and inexpensively and you just taught me how to start doing that. Is it possible to enter expenses in a calendar format rather than listed line by line? I look forward to watching more of your videos and learning about budgeting with Excel. Thanks again. :)
@csldc
@csldc 3 жыл бұрын
This is great! I've been budgeting in Excel for 15+ yrs and happened to jump on KZfaq this afternoon to see how others are doing it. I'll be borrowing a few things from you for sure. Thanks for taking the time to share this video.
@Jesusforgives2020
@Jesusforgives2020 Жыл бұрын
I found you by typing in excel budget. You were the first one to pop up. New subscriber! Thank you!🎉
@pearlstar28
@pearlstar28 3 жыл бұрын
Exactly what I was looking for! Most budget sheets don’t include dates and running balance, which are essential features for me.
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Awesome! Stay tuned for part 2!!
@samanthapham4048
@samanthapham4048 3 жыл бұрын
Placing the bars for how much you’ve spent is genius
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Awesome. Glad you like it!
@dcolum23
@dcolum23 3 жыл бұрын
Yeah wow... who needs YNAB
@JulieHerrick
@JulieHerrick 2 жыл бұрын
@@dcolum23 Anybody whose budget isn't the same month-to-month would still benefit from YNAB. The thing I find uniquely wonderful about YNAB is how it lets me adapt my budget to my life mid-month, and also helps me save for medium-term and long-term goals, sinking funds, etc.
@levisudry
@levisudry Жыл бұрын
I watch this video and I was like "wow😲😳" for 10 minutes I didn't even know that all these features existed in Google, and you use it so good and fast. I need to practice now Thank you
@onedim23
@onedim23 2 жыл бұрын
I found your channel through a colleague. We work as instructional assistants at a community college, within a learning assistance center. This information will be for myself!
@countrymagic61
@countrymagic61 3 жыл бұрын
Short and sweet! This is a good video, I liked it and it is informative.
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Thank you for your kind words! Glad it worked for you!
@GuitarGirl1717
@GuitarGirl1717 Жыл бұрын
I’ve never used excel before and this was the easiest and fastest learning experience ever. Got it all set up in 30 min - only thing that confuses me is the =sum things which I was was a little more explained here but other than that awesome tutorial 😊
@butterflyangel7931
@butterflyangel7931 19 күн бұрын
I am running into trouble as well. in the sum was a little confusing.
@MariaGarcia-fz9we
@MariaGarcia-fz9we Жыл бұрын
after reading comments did not realize you could buy this on etsy. I have spent a week trying to build this spreadsheet. i will leave this to the experts and purchase. thanks for tutorial.
@janetschove8968
@janetschove8968 2 жыл бұрын
This video and the accompanying Dashboard video are two of THE MOST HELPFUL KZfaqs I've ever watched. THANK YOU!!
@whyworksmarternotharder
@whyworksmarternotharder 2 жыл бұрын
Thank you! Again glad it worked!
@CammyHell
@CammyHell 5 ай бұрын
I searched for “how to set up a budget in excel” and that’s how I found your video.
@CraigRippon
@CraigRippon 3 жыл бұрын
For the first time in my life I had to do a budget last night... saw this video 24hrs too late. ;-) - thank you so much for sharing #FatDad #Canberra #Australia 🦘🇦🇺🦘
@TeachersPet1998
@TeachersPet1998 Жыл бұрын
Love this! I have created Excel spreadsheets for years and they are pretty good, but this is next level!! thanks for sharing
@268marley
@268marley Жыл бұрын
Wow. I learned so much in such a short video. Your instructions were clear and concise. You've got yourself a new subscriber!
@whyworksmarternotharder
@whyworksmarternotharder Жыл бұрын
Awesome! Love hearing it!
@austinmay5541
@austinmay5541 3 жыл бұрын
What an amazing video man! I am 21 years old learning how to budget my money for the first time and you just made my life easier. We call all agree and say thank you!
@harleyboyd6162
@harleyboyd6162 3 жыл бұрын
This is the first formula I've ever learned, and I'm obsessed with spreadsheets now! Thanks!
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Awesome! Love to hear it! Welcome to the nerd life!
@AngieWilliamsDesigns
@AngieWilliamsDesigns 9 ай бұрын
I found your channel because the video popped up in my feed. Even though I wasn't even looking for excel or budget videos. I did learn something. And it was super helpful. I'd definitely have to watch the video side by side as I set this up. But I like the idea of it.
@carollingstone
@carollingstone 2 жыл бұрын
Such a helpful and straight to the point video! Thank you for creating content like this!
@whyworksmarternotharder
@whyworksmarternotharder 2 жыл бұрын
I appreciate your kind words more than you realize
@eliteelektriker6655
@eliteelektriker6655 3 жыл бұрын
Thats what i call a tutorial on how to make a budged !!!!! THANX A LOT !!!! This is GREAT
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Wow! Thank you for the kind words and the comment!
@eliteelektriker6655
@eliteelektriker6655 3 жыл бұрын
@@whyworksmarternotharder its made simple and easy to follow, great job. im having a littel issuse at 2:48, when im making the catagory and source. I typed every thing with a (,) betwen, but when i push ok, it only allows me to choes all combined as a catagory ? what im i doing wrong ? it dont come out as a dope down list
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
@@eliteelektriker6655 try a semicolon instead
@eliteelektriker6655
@eliteelektriker6655 3 жыл бұрын
@@whyworksmarternotharder mann u the EXCEL KING thnx
@johanneshoonlvas7042
@johanneshoonlvas7042 3 жыл бұрын
Thank you! This made my work easier! Smarter not harder is the way to go!
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Thanks for the kind words. Making it easier is why I do why I do it!!
@johanneshoonlvas7042
@johanneshoonlvas7042 3 жыл бұрын
@@whyworksmarternotharder BTW in some countries you need to use the ; instead of the , to separate the words in the list used in category
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Johannes Hoon Løvås good to know. Thanks again!
@jimkeifer135
@jimkeifer135 2 жыл бұрын
Amazing!! Perfect from start to finish, This is the end all video on this topic. From this point, anyone can modify and tweak to their desired outcome. I love it!!!
@TheRolypolie
@TheRolypolie Жыл бұрын
I watch few times and I can say, I'm learning more every time Thank you, the key is to practice
@roxrequiem2935
@roxrequiem2935 3 жыл бұрын
As an accounting student that uses excel despite the oldschool method of my university, this is a godsend. We aren't trained in Excel you see, since they insist that the old ways are more reliable. But you know, the applicability in irl business is really outdated, and accounting software is expensive. So this is a real help in setting up an affordable management system for small enterprises. Thank you! If I may ask, do you happen to know a tutorial for an automated inventory management software on excel?
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Thank you for the kind words. I don’t have a video on that yet. But sounds like an idea!
@rosebush7000
@rosebush7000 11 ай бұрын
I bust out laughing when you said 15 mins. I suck at excel so it took me…let just say MUCH longer than 15 mins (and over a hour to put all my numbers…) but I got it done. Thank you so much. Best way to spend my Saturday night as a single lady! 🤣🤣🤣 Now it’s done I can get organized and keep it going. Merci beaucoup from 🇨🇦!
@AsidGh0st
@AsidGh0st 5 ай бұрын
6 months later: are u still single? JK!
@ibrahimgamalf
@ibrahimgamalf 2 жыл бұрын
Man, that's awesome, I don't know why I am so proud after doing this, thank you.
@venkatbalakrishnan3500
@venkatbalakrishnan3500 Жыл бұрын
This is a very simple, useful and efficient way of tracking personal budget. Thank you for the awesome video.
@sittieaisa7118
@sittieaisa7118 3 жыл бұрын
Thank you for this helpful tutorial! Had to rewind and replay some parts of it since im not so "techie" but it was no problem. I am just grateful now because I could finally begin next year with a clear thought and plan on my finance. Great Job!
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Awesome! Glad it worked!
@vincentihuoma4663
@vincentihuoma4663 2 жыл бұрын
Before commenting it is apt that I say 'thank you!' for your effort. I guess I'll have to go through it again and and again as it was way too fast for a novice like me as I approached the middle of the lesson. Thanks once more, and it was what I needed, and it detailed, as well as free!
@FamilyPeanuts24
@FamilyPeanuts24 Ай бұрын
This video is super helpful, thank you! We are about to put all of our income into an offset account so I need to keep track of all our expenses virtually. This will help so much!
@ffsdontbethatguy2033
@ffsdontbethatguy2033 2 жыл бұрын
That was amazing, man. Really Really appreciated it. I'm a college student and I'm going to start living alone next month and I was looking for a way to manage my expenses thank you so much.
@whyworksmarternotharder
@whyworksmarternotharder 2 жыл бұрын
This makes me so happy! It’s why I do it!!
@100pmistry
@100pmistry 3 жыл бұрын
Bro this is genius! A lot better than my current budget system.
@luckycharms_93
@luckycharms_93 Жыл бұрын
Very thorough! I looked up google how to create a budget with excel and you were the first video I saw. Look forward to watching more of your videos!
@whyworksmarternotharder
@whyworksmarternotharder Жыл бұрын
Thank you! Much appreciated
@shawnthegreat4281
@shawnthegreat4281 2 жыл бұрын
This is great I don't know why you popped up on my feed but I am glad you did I needed this I have a budget spreadsheet that I use but yours is a lot easier once it's set up. Thank you
@angielaija7326
@angielaija7326 3 жыл бұрын
I’m so thankful for this video. From not knowing a lot about excel I was able to do a budget and I’m extremely happy. This video was everything I was looking for. You did an amazing job explaining everything.
@Leeon_King
@Leeon_King 3 жыл бұрын
I do my own budgeting through excel but it's a very basic breakdown and just utilizing SUM but this is going to take it to another level. Very informative and straight to the point video. Love it! Thank you!
@catbrainz3151
@catbrainz3151 Жыл бұрын
this was the easiest to follow and most helpful tutorial I have ever seen.
@BenjaminJ
@BenjaminJ Жыл бұрын
Fantastic tutorial you were my first recommended video when I searched for budget planner in excel thank you
@LorenzoHillScuba
@LorenzoHillScuba 3 жыл бұрын
Will be using this for my farm.
@vanessaa3753
@vanessaa3753 2 жыл бұрын
Awesome video! I'm so excited to use this! I have a question, how'd you add that row to column I and J when adding borders?
@whyworksmarternotharder
@whyworksmarternotharder 2 жыл бұрын
Right click on the column next to it
@Trichick71
@Trichick71 5 ай бұрын
Thank you for this! I was looking for how to make a budget using excel and this video came up. Very easy to follow along!
@alexisportales1015
@alexisportales1015 7 ай бұрын
Greetings. I have searched for "Budgeting Expenses". Your channel was an option and seemed fit for me. I thank you for all that you do.
@h0llypops
@h0llypops 3 жыл бұрын
Thank you! This took me the better part of four evenings to figure out ( more than 15 minutes haha but I'm slow) but I feel I learned alot! Thanks for the excellent tutorial! My excel sheet is beautiful now! :D
@TeraGreene1
@TeraGreene1 2 жыл бұрын
Thank you for your comment, becuase you reminded me that it's not about whether you go at a snail's pace, because you'll get there by staying the course. Best to you!
@TheValdezFam
@TheValdezFam 3 жыл бұрын
Would love to see how using different methods of payment could be implemented like cash credit cards and show running balance for each.
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Thinking about putting out a part 2 that could include this. Thanks for the comment!
@smcjones1978
@smcjones1978 7 ай бұрын
This tutorial has helped me get my finances on track for my family! Thank you so much!
@steveweeks1
@steveweeks1 Жыл бұрын
Very nice video!! Thank you for putting this together. It's almost to succinct!! I had to watch it a few times to get the hang of it but I have it now!! Thanks again!!
@brandonlim7186
@brandonlim7186 3 жыл бұрын
This is incredible.
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Thanks for the kind words! Much appreciated!
@siobhanoconnor1092
@siobhanoconnor1092 2 жыл бұрын
This was super helpful and I really appreciate how thorough and simple it is. Thank you!
@loreemorin9113
@loreemorin9113 Жыл бұрын
Thank you for this video! I'm currently giving myself a crash course on adulting and budget has been one of my weak points so far.
@duncanrobertson9324
@duncanrobertson9324 2 ай бұрын
The data bar note is crazy awesome! I’ve done it once or twice but not as easily as you showed! Thanks for the video
@sudhamaduri
@sudhamaduri 3 жыл бұрын
Hi thank you for the video. It was really helpful. I made a small modification in the formulas in balance and month columns to replace repeating same numbers in the columns without entries. =IF([@DEBITS]+[@INCOME]-1
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
Awesome! A little customization is never a bad thing. Thanks for the comment!
@toobigtoobathe9087
@toobigtoobathe9087 2 жыл бұрын
Thank you for that. The table looks great!
@erinarocha5598
@erinarocha5598 2 жыл бұрын
This was exactly what I needed. I appreciate the lesson without all the extra talking and setups. I am totally subscribing and referring my coworkers to your channel.
@whyworksmarternotharder
@whyworksmarternotharder 2 жыл бұрын
Wow! Thank you! Much appreciated!!
@capt_what
@capt_what 2 жыл бұрын
@@whyworksmarternotharder hello; this is so nice. have a question though: @2:33 and @4:03 you say to desleect the header, and top two lines(respectively) but no matter what i do it deselects the entirety of the column and im not sure what to do. If i continue to proceed to ctrl+v in the sceond example it doubles the first line(debit as in the example you give) and places it in the header space.
@Som-Hanoolaato
@Som-Hanoolaato 2 жыл бұрын
Thanks for sharing
@vincentsanni1501
@vincentsanni1501 2 жыл бұрын
Good afternoon sir, this tracker only worked for one month. Can't it be set to cover up for 3 to 4 months? I need your response
@philharrington
@philharrington 2 жыл бұрын
Took me a while to figure out why this created a 32MB file that took forever to load. It makes >1,000,000 rows. Once I deleted rows 5000 to infinity, the file size was reduced to 66KB. Thank you for the video, Mr. WSNH!!! :)
@Carlvin_XB
@Carlvin_XB 3 ай бұрын
Man this video is from 4yrs ago but the stuff in here are fire bro! definetly THE best budgeting video on KZfaq
@whyworksmarternotharder
@whyworksmarternotharder 3 ай бұрын
Wow thank you
@TeraGreene1
@TeraGreene1 2 жыл бұрын
Wow, you just made my heart flutter. I love spreadsheets, but you just made it so Wow-worthy. Thank you for the clear example!
@whyworksmarternotharder
@whyworksmarternotharder 2 жыл бұрын
Lol! You made me smile!
@TashSucksAtGames
@TashSucksAtGames 3 жыл бұрын
Oh god, this helped so much. I was overthinking it and panicking about vlookups and other witchcraft, but you gave me a simple, clean and elegant solution. Thanks!
@whyworksmarternotharder
@whyworksmarternotharder 3 жыл бұрын
You comment made me lol. Thanks! Glad it worked!!
@juliejones8785
@juliejones8785 Жыл бұрын
Nice! I am surprised that you didn't make some of the fields, such as month number conditional so that they would not display computed values for rows that are not yet used.
@1111100011111111
@1111100011111111 8 ай бұрын
yeah how do i get rid of balances and months that I haven't entered data in yet, my computer is not happy.
@TheMoonValley
@TheMoonValley 5 ай бұрын
How to do it?
@sameerasmr6217
@sameerasmr6217 Жыл бұрын
Amazing and thank you for these valuable excel lessons. I converted this in to our little business. Long well 🙏
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