Learn How To Create Your Own Monthly Budget Application In Excel From Scratch Today [1 Hour Course]

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In this week’s training, I will show you how to create your very own beautiful and powerful Personal Monthly Budget application
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TIMESTAMPS:
0:00 - Introduction
2:35 - Worksheet Design
50:03 - Cancel Click Button
52:49 - Click Okay Button
56:21 - Add Expense
57:08 - Show or Hide your Selection
59:36 - Selection Change Event Worksheet
1:00:45 - Select Year
1:01:10 - Select Month
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About Us:
I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Thank you very much for your continued support,
Randy Austin
#exceltraining #monthlybudget #expensetracker #budgetapplication

Пікірлер: 527

@ExcelForFreelancers 2 ай бұрын

🔥 Start Your Journey To Financial Freedom: Save Up To 65% Freelancer's Academy + Bonus Product! ► rebrand.ly/FreelancersAcademy_YTPinnedCom

@lostryu1597 3 жыл бұрын

Some people watch sports, I watch Excel tutorials.

@ExcelForFreelancers 3 жыл бұрын

Excel is my sport. Thanks so much for your comment. I appreciate it.

@6688ya 3 жыл бұрын

This is my new sport. 👍👍

@monablaize 3 жыл бұрын

Yes, Excel is fascinating.

@DrJohnPollard 4 жыл бұрын

Randy is so prolific. He really puts on a virtuoso performance every week with what he gets up to. He's taking Excel into the stratosphere.

@ExcelForFreelancers 4 жыл бұрын

Thank you so much Dr. John. I really do appreciate that and glad you love the videos.

@umerkayani79 2 жыл бұрын

Eccentric words for such bravura luminary Sir Randy.

@Bunny-il2jr 2 жыл бұрын

I am 14 and I do not need to make any budget book, but my teacher is telling me to watch this instead of actually teaching me to use exel.

@ExcelForFreelancers 2 жыл бұрын

Hi Bunny, thanks so much for your comment. Learning Excel is important and great, but it is also nice to see what is possible in Excel. As you learn more, you will become confident to build these applications. Soon you can build them on your own and sell them to people around the world for automated income. Please remember even if you do not need a budget book, millions of people in the world do need it. If you are the one to build it for them, you can make a LOT of money. I hope this helps and continue investing in yourself.

@elmerguevara4019 4 жыл бұрын

Amazing Randy! Thank you for teaching your Excel knowledge with these videos.

@ExcelForFreelancers 4 жыл бұрын

My pleasure Elmer. I am happy to help.

@monablaize 3 жыл бұрын

As an Excel-lover, this man is a genius. He has some of the best tutorial videos I've seen.

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that Monique. Please check out our School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries

@monablaize 3 жыл бұрын

@@ExcelForFreelancers of course! Yes, I plan to and much more. I just signed up for the Freelancers Mentorship Program for my business. I'm learning so much from you. Thank you so much for sharing your gift of knowledge to the world. You're greatly appreciated.

@lazaronimer7118 3 жыл бұрын

The best tutorial I've seen. Thank you so much!

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that.

@papnyanamah2748 3 жыл бұрын

You’re a genius in Excel. You’ve given me more reasons to continue my journey with Excel. Greetings from Liberia, West Africa. I am your mentee already 🙏

@ExcelForFreelancers 3 жыл бұрын

Thank you so much Pap and thanks also for the email I got from you. I do appreciate that.

@krn14242 4 жыл бұрын

Thanks Randy. Love using the picture buttons versus the regular Command buttons. Also, never knew Application.Caller did that. Great video.

@ExcelForFreelancers 4 жыл бұрын

Hi and thanks so much. I programmed so many years without knowing applicaiton.caller as well. I wish I had learned it earlier as well. Could have saved me a lot of time and code. I will try to use it more often as well (I still need to redo my shape-based date picker with Application.caller as well) Thanks again.

@hasankoyuncu3813 4 жыл бұрын

Dear Mr.Randy; This is excellent training! Thank you so much.

@ExcelForFreelancers 4 жыл бұрын

You're very welcome Hasan. I am glad you liked it.

@HassanHijazi1995 3 жыл бұрын

I can't thank you enough! This is absolutley amazing!!

@ExcelForFreelancers 3 жыл бұрын

Glad you like it! You are very welcome.

@aaronjgalipeau 3 жыл бұрын

This was a great tutorial and Excel refresher. I'm definitely a new subscriber!

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that Aaron.

@borasen4273 4 жыл бұрын

Can't wait! Thank you so much man!

@ExcelForFreelancers 4 жыл бұрын

Thank you very much Bora. Less than 12 hours now.

@Sebastien_Frederic 4 жыл бұрын

Can't wait for this interesting training! Thanks so much for what you doing!

@ExcelForFreelancers 4 жыл бұрын

You are very welcome Sebastien.

@archiefreeman-dick3019 Жыл бұрын

YES YOU CAN, SHUT UP STOP LYING

@b46banking57 4 жыл бұрын

GOD BLESS FOR TRAINING US WITHOUT ANY FINANCIAL REWARD. NO BODY SO FAR CAME ACROSS TO ME LIKE YOU. AGAIN I PRAY FOR YOUR HEALTH PROSPERITY AND EVERY THING YOU WISH.

@ExcelForFreelancers 4 жыл бұрын

Thank you very much. I do appreciate that. Very kind of you.

@syedjaveedbasha8100 4 жыл бұрын

Thanks Mr Randy, This is excellent, I really appreciate for handwork.

@ExcelForFreelancers 4 жыл бұрын

You are very welcome Syed. I am glad you enjoyed it.

@erikguzik8204 4 жыл бұрын

Looks very cool. cant wait to see it, im sure i will be incorporating lots of your ideas into mine.

@ExcelForFreelancers 4 жыл бұрын

That is great Erik. I hope you enjoy it.

@farrukhsaeed9222 4 жыл бұрын

Randy i always love your trainings. they are awsome

@ExcelForFreelancers 4 жыл бұрын

Thank you very much. I do appreciate that Farrukh. Thank you for your Likes, Shares & Comments. It really helps.

@ericktami1981 4 жыл бұрын

Outstanding. Thank you very much for your great contribution!!!!!!!!!!

@ExcelForFreelancers 4 жыл бұрын

Thanks so much Erick. I am so glad you liked it.

@BenLinfordUK 4 жыл бұрын

Nuggets of wisdom as always. That subscriber count continuing to skyrocket (and rightly so). 😍❤

@ExcelForFreelancers 4 жыл бұрын

Thanks so much Ben, I am really glad you like it. I realized that creating these videos and projects from the beginning to those that follow my channel, so I am doing that much more often now. I always appreciate your following and comments for years now. Thanks again.

@sasavienne 4 жыл бұрын

Your videos are stunning. 🔆 👏 🌟 Thanks a million.

@ExcelForFreelancers 4 жыл бұрын

Thanks K D, I am so happy you enjoyed it.

@harryjega5643 4 жыл бұрын

very nice. I really enjoyed your training, wonderful.

@ExcelForFreelancers 4 жыл бұрын

Glad you enjoyed it Harry, thanks so much.

@sergiodurvaldasilva9163 4 жыл бұрын

Aguardando ansiosamente !!!!

@ExcelForFreelancers 4 жыл бұрын

Muito obrigado

@nahidakhter8646 2 жыл бұрын

Amazing! Thanks for sharing this!

@ExcelForFreelancers 2 жыл бұрын

Glad you enjoyed it and thanks so much Nahid

@SyedMuzammilMahasanShahi 4 жыл бұрын

Ain't it a beauty. Thanks Randy, you are the man.

@ExcelForFreelancers 4 жыл бұрын

Thanks so much Syed, I always appreciate your comments.

@alejandrocabral8114 3 жыл бұрын

MAN YOU REALLY HELPED ME. AMAZING WORK!!!

@ExcelForFreelancers 3 жыл бұрын

Glad I could help!, thank sso much Alejandro.

@axumar 2 жыл бұрын

Thank you for this great tutorial. This is the first time i have done something like this. I never knew we can use excel like this too. Thank you very much!

@ExcelForFreelancers 2 жыл бұрын

For sure, you are very welcome and happy to help Atul

@armotxa124 4 жыл бұрын

can't wait, advanced thank you

@ExcelForFreelancers 4 жыл бұрын

I hope you enjoyed the training. Thanks so much Armo.

@heshamallam5597 4 жыл бұрын

This is excellent ! Thank you so much.

@ExcelForFreelancers 4 жыл бұрын

You're very welcome, glad I could help.

@fabriciocarranza7044 4 жыл бұрын

So creative , Thanks for sharing this amazing dashboard

@ExcelForFreelancers 4 жыл бұрын

Thank you! Cheers!

@tan_k 4 жыл бұрын

Thanks for the fantastic tutorial Randy.

@ExcelForFreelancers 4 жыл бұрын

Very welcome Tank, I am glad you liked it.

4 жыл бұрын

it has been an excellent work. Thanks a lot for teaching us...

@ExcelForFreelancers 4 жыл бұрын

It's my pleasure I am glad you enjoyed it. Thank you for your Likes, Shares & Comments. It really helps.

@danielle3735 2 жыл бұрын

1:49 in, "Subscribed"! I am so excited!!!!!

@ExcelForFreelancers 2 жыл бұрын

Great, thanks so much Danielle. Thank you for your Likes, Shares & Comments. It really helps.

@saddamalif1100 2 жыл бұрын

Absolutely amazing video

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Alif

@justinr9699 2 жыл бұрын

Thank you for such a tremendously valuable resource.

@ExcelForFreelancers 2 жыл бұрын

You're very welcome and thanks for your comment Justin

@ThuyTran-vn7eg 4 жыл бұрын

Hello Randy !This is Thuy , your videos are very useful ,thank you very much!

@ExcelForFreelancers 4 жыл бұрын

Thank you so much Thuy. Cam on Em. I am always happy to help.

@ChrideOfficial92 4 жыл бұрын

Thanks Mr Randy, you are very interesting person for us in MS Excel training. we really appreciated this very good work

@ExcelForFreelancers 4 жыл бұрын

You are very welcome I am happy I can help.

@mdnabihosenshak2580 2 жыл бұрын

Nice 1❤

@mu4u 4 жыл бұрын

Great stuff. Cant wait for more tutorials

@ExcelForFreelancers 4 жыл бұрын

For sure, you are very welcome Yaw I am glad you enjoyed it.

@thoeurnsovann583 4 жыл бұрын

Thank you for your sharing knowledge, I like this guy.

@ExcelForFreelancers 4 жыл бұрын

You are very welcome, I am happy I could help Thoeurn.

@ahmedwaedh 3 жыл бұрын

just perfect. thank you so much for the tuto.

@ExcelForFreelancers 3 жыл бұрын

For sure, you are very welcome

@imranbhatti8580 4 жыл бұрын

Like always, would be phenomenal.

@ExcelForFreelancers 4 жыл бұрын

Thank you so much Imran. I think you will love the shape-based drop down lists, so make sure you watch for that too.

@sergiodurvaldasilva9163 4 жыл бұрын

Fantástico, excelente, muito obrigado !!!!

@ExcelForFreelancers 4 жыл бұрын

Gracias Sergio :)

@rolandnormiljacques1678 4 жыл бұрын

This is awesome! WOW!

@ExcelForFreelancers 4 жыл бұрын

Thank you very much. I do appreciate that Roland.

@albanoteles4924 4 жыл бұрын

Top!Thanks for sharing.

@ExcelForFreelancers 4 жыл бұрын

Thank you so much Albano

@TVDramaHome 3 жыл бұрын

Thank you for helpful video

@ExcelForFreelancers 3 жыл бұрын

For sure, you are very welcome

@bestscenes1469 4 жыл бұрын

This is fantastic. You're still the best

@ExcelForFreelancers 4 жыл бұрын

Thank you so much. I am really glad you enjoyed it.

@sauravchakraborty6058 3 жыл бұрын

Really wonderful sir... Learnt a lot... Made one myself following yours.... We can add two more lines to the Sub ShowHideYearSelection(): If Sheet1.Shapes("YearsGrp").Visible = True Then Sheet1.Shapes("YearsGrp").Visible = msoFalse Sheet1.Shapes("scrollYearButton").Rotation = 225 Else Sheet1.Shapes("YearsGrp").Visible = msoCTrue Sheet1.Shapes("scrollYearButton").Rotation = 45 End If 'scrollYearButton is the name of the control to which the macro is being assigned. The above modification gives a more interesting dynamic look to the excel sheet in which the scroll down buttons change shape according to visibility of the list of years NB: I used a Chevron shape instead of Half Frame. To get the same effect for Chevron, the angles of rotation will be 90 and 270 degrees respectively for corresponding 225 and 45 degrees of Half Frame.

@ExcelForFreelancers 3 жыл бұрын

Hi and thanks for your comment and ideas. This is a great addition for sure. What would be cool, if it is fast enough, would be to loop through different degrees of the Chevron rotation as it moves positions. Very nice idea and thanks.

@yurybobrovsky9560 4 жыл бұрын

I like this guy! would like to know you when I was studying (about 15 years ago :)

@ExcelForFreelancers 4 жыл бұрын

Thanks so much Yury. I am so glad you enjoyed the training.

@multiSamP23 3 жыл бұрын

Although not quite what I was looking for I found this very easy to follow, although I got lost a bit in the VBA coding section. Something I've always promised myself I would learn! I am actually searching for a way to create a pop menu to retrieve files from the hard drive directly to the excel file I'm using.

@ExcelForFreelancers 3 жыл бұрын

Hi and thanks so much Sam. I am glad you liked the training. I have a 'File Manager' series which may help you as well. Just search my channel for a series of videos on this. Thank you for your Likes, Shares & Comments. It really helps.

@kabootty 4 жыл бұрын

Excellent video, very professional

@ExcelForFreelancers 4 жыл бұрын

Thank you very much! I am glad you liked it.

@levelfinancefield8668 4 жыл бұрын

Super helpful!

@ExcelForFreelancers 4 жыл бұрын

So glad I could help, and thanks.

@vaishnvish7294 2 жыл бұрын

Very nice application and presentation.

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that.

@ghufranwasiq1459 2 жыл бұрын

Great work

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Wasiq

@algedafiabdullah6701 3 жыл бұрын

you are a very interesting person - thank you very much & greetings from Africa

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that.

@tessabio679 2 жыл бұрын

thanks so much !!!

@ExcelForFreelancers 2 жыл бұрын

Khong Kho Gi Tessa :)

@tobayekaina8610 4 жыл бұрын

Hi Randy thanks for sharing

@ExcelForFreelancers 4 жыл бұрын

You bet Tobaye, I always appreciate your comments and you never miss a video.

@Ayyy_Marycruz 4 жыл бұрын

OMG!!!!!! I can use excel for the most basic graphs etc. So I decided to get proficient and learn more. I came across this KZfaq on budget (which I love budgeting) TOOK ME 3 days!!!! finally I'm done with it and feel SO PROUD!!! I learned so much... oh my goodness who invented math/formulas? Love it!!!! I will continue to do your classes and this taught me so much... Do you have another tutorial that i can use to add to this one excel sheet.. like adding savings/checkings and more info to this spread sheet? thanks.. xoxo

@ExcelForFreelancers 4 жыл бұрын

Hi Marycruz, thanks so much for the comment and i am really glad you enjoyed the training and were able to create it yourself. That is what this channel is all about. Thank you for your Likes, Shares & Comments. It really helps.

@khahuynh1425 4 жыл бұрын

Thanks for sharing

@ExcelForFreelancers 4 жыл бұрын

My pleasure, thank you Vankha

@siphiwokhumalo8412 4 жыл бұрын

Great work man keep it up, this video is going to make me a lot of money.

@ExcelForFreelancers 4 жыл бұрын

Thank you very much. I do appreciate that and for sure you can turn this talent into a fortune with hard work and persistence.

@siphiwokhumalo8412 4 жыл бұрын

Excel For Freelancers hard work, I don't know thanks to you because you make it look so easy. You are amazing, but you're right persistence is a core requirement for sure. You deserve a lockdown bottle Mr.

@ExcelForFreelancers 4 жыл бұрын

Thank you so much. :)

@1110rams 3 жыл бұрын

You are great sir

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that.

@msskulsum8952 2 жыл бұрын

Amazing

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that.

@Wellingtonasjr 4 жыл бұрын

Your Videos are amazing. Thanks for sharing such a knowledge. Do you usually lock cells and protect sheets on your applications to avoid the user messing around with the organization? I usually do this, but It causes me a lot of problems when I have to perform multiple tasks and always have to keep protecting and unprotecting it.

@ExcelForFreelancers 4 жыл бұрын

Thank you very much. I do appreciate that. For applications that I create and sell I always lock the cells and worksheets however not for the training applications. Please look into xlUserInerfaceOnly, when you use this type of protection it allows VBA to make changes and filters to Excel, but not the user. This avoids having to protect and unprotect sheets. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

@oscarlopez5464 4 жыл бұрын

wonderful. greetings from Mexico.

@ExcelForFreelancers 4 жыл бұрын

Thank you very much! Gracias Amigo.

@akkberbutt5933 4 жыл бұрын

Sir, You are Great, Salute You From Pakistan....

@ExcelForFreelancers 4 жыл бұрын

Thank you Akkber, I am really glad you liked it.

@umerkayani79 2 жыл бұрын

Thank you soo much Sir. I hv learnt a lot from you and it is very useful in my professional life. May God Bless you n your family n friends. Ameen i also wana learn more from you as the coding language of excel application please do guide me further. best wishes and lots of love

@ExcelForFreelancers 2 жыл бұрын

Hi and thanks so much. I am happy to help and share. If you want to go further with your training, you may want to consider our Mentorship program in which I teach you how to define, design, develop and deploy your Excel-based applications for passive income. More information on this course here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/ I hope this helps and thanks so much.

@parveenjuyal1532 Жыл бұрын

Great

@ExcelForFreelancers Жыл бұрын

Thanks so much. Very kind of you Parveen

@seshaniranjan5327 3 жыл бұрын

My god Amazing work

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that.

@user-hv2mz3be6u 4 жыл бұрын

awesome video keep it up

@ExcelForFreelancers 4 жыл бұрын

Thanks, will do, much appreciated.

@mdnabihosenshak2580 2 жыл бұрын

Nice ❤❤❤

@ExcelForFreelancers 2 жыл бұрын

Many many thanks :)

@banglawaj8132 2 жыл бұрын

Wow nice

@ExcelForFreelancers 2 жыл бұрын

Thank you very much Abu :)

@anandchaudhari8528 4 жыл бұрын

Waooooooooooooooo......looksss awesome......

@ExcelForFreelancers 4 жыл бұрын

Thanks so much Anand. I hope you will enjoy it.Make sure you watch the whole things to watch me create a shape-based drop down list with one line of code.

@londonkitchenfitters6479 2 жыл бұрын

This is excellent training! Thank you so much. I just want to ask you how to add the remaining balance from the previous month to the actual month?

@ExcelForFreelancers 2 жыл бұрын

Hi and thanks so much, you can use a Sum or SumIf function to total based on specific dates. I hope this helps and thanks so much.

@renaereese2130 2 ай бұрын

Hi Randy. I'm a newbie and have zero knowledge of VBA, but I was able to follow you and created everything you did! I even managed to solve the problems when my VBA codes had errors (due to operator error lol) I do have one question: I have different budget amounts each month. How can I change the budget for each month? Right now every month shows the same budget number. Thank you so much!

@ExcelForFreelancers 2 ай бұрын

Hi and thanks so much for your comment. I am so glad that you have been able to enjoy and learn from the training. If you have a dynamic budget that is different each month, what you can do is create two columns in the Admin screen. One column for the first day of the month, and the 2nd column for the budget. Then you can create named ranges for each, such as Budget_Date and Budget_Amount. You can then look up the budget amount, based on date in a formula such as =Index(Budget_Amount,Match(FirstDayOfMonth,Budget_Date,0),1) this will return the budget for the specified month. I hope this helps and thanks so much.

@ratatajk7187 2 жыл бұрын

31:02 for the bar chart, the maximum value for x axis is 5000 instead of 3500 which is the january budget. From what I can conclude, the max is the sum of total expense and january budget. Well, it is not what I want. If you change the total expense to 3500, which equal to January budget, instead of having the green bar fully fill the bar, you will have 50 green, 50 grey

@ExcelForFreelancers 2 жыл бұрын

Hi and thanks yes that is a good point. Feel free to download this application and customize it however you like. Thank you for your Likes, Shares & Comments. It really helps.

@sridharkrishnappanavanerth3388 4 жыл бұрын

Really super video

@ExcelForFreelancers 4 жыл бұрын

Thanks so much Sridhar. I am glad you liked it.

@ssigitas69 3 жыл бұрын

Wow. It's amazing. It is very useful and nice. You can do everything step by step copying you, but to repeat it by myself it is imposible. To complicated and to hard to understand how many things works. Same like learn another programming language. I have Excel 2016 I can not find that selector tools, to group icons, it's not works for like you show. Thanks so much. I try to copy every your step 😁

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that. Please check out my School Manager series where i start with an empty workbook and slowly build an entire application here: bit.ly/SchoolManagerSeries

@ssigitas69 3 жыл бұрын

@@ExcelForFreelancers Thank you. I will watch other your videos as well. 😁

@amrutchitragar3014 4 жыл бұрын

Wow Amazing Video sir

@ExcelForFreelancers 4 жыл бұрын

So nice of you Amrut, Thank You

@rsubra59 3 жыл бұрын

Great tutorial. Learning new things at every video. Could you advise how to add one more layer in form tool for expense type... ie. Category sub menu or dropdown to detail items. In excel we can link this in data validation formula. But the vba seems to take in only fixed name range only..

@ExcelForFreelancers 3 жыл бұрын

HI and thanks you can add in a dynamic named range using the offset formula so that it is more flexible. i have a video on 'Named Ranges' on my channel that should help you with this.

@LotsOfTrade 4 жыл бұрын

God bless u Randy.. thanks for sharing u4 valuable information.. One que - in that package of 130+ macros, u r providing only macro files or the step by spte procedure of how to create them too?

@ExcelForFreelancers 4 жыл бұрын

Hi and thanks for your comment. The macros that I provide would all be based on trainings and recordings that I have done. So there is already recorded and uploaded procedures on how to implement them. Thanks so much for your comment.

@clemaddo 4 жыл бұрын

Wonderful!! Thanks a lot Randy... You are an inspiration

@ExcelForFreelancers 4 жыл бұрын

My pleasure! Happy to help Clem

@bnitiromar3928 4 жыл бұрын

Waaw that's really a perfection thank you so much. Please I have one question: could e hide a month if it does not contain data. That is to say could we make conditional drop down list in this case the months depends on the year?

@ExcelForFreelancers 4 жыл бұрын

Hi Bnitir,t thanks very much for your comment and I am glad you enjoyed the training. You could hide individual months by running a loop through all of the months. Those months that do not have values, you could hide the corresponding shapes within the pop-up macro. I hope this helps and thanks.

@simuislam5752 2 жыл бұрын

Nice video

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Simu

@patrickcharbonneau638 4 жыл бұрын

To import the data of expenditure and budget, I would have used 2 pivot table, with relation table, and use slicers to make the selection of the desired month and year, its seems to me faster to perform and just as efficient, but I am not a professionnal...

@ExcelForFreelancers 4 жыл бұрын

Hi Patrick, thanks so much. For there are other ways to do that. I try to create solutions that can be used with any version of Excel as so many people around the world are still using 2007 and 2010. Thanks for the great tips.

@raselmd9191 2 жыл бұрын

Good

@ExcelForFreelancers 2 жыл бұрын

Thanks so much.

@larrylahti2864 3 жыл бұрын

Randy, First and formost... Thank you very much. I have learned alot from you since I have found your channel. I love this course. I had a Budget sheet but it was not as good as yours. I only have one problem. I wanted to add my 2019 data but I can not find out how to add 2019 to it. Can you please explain how to add more years?

@ExcelForFreelancers 3 жыл бұрын

Hi and thanks so much Larry, you can add the data in the database then you can create a shape for the 2019 year and use that. Please make sure to follow the video to see how I create the years. I hope this helps and thanks.

@KrisMarie242 3 жыл бұрын

Great tutorial! What if the budget is different each month...what’s the easiest way to make the monthly budget dynamic as well? Thanks again for this tutorial!

@ExcelForFreelancers 3 жыл бұрын

HI and thanks so much for your comment. You can add an additional table to list the months and budgets associated with those months. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

@KrisMarie242 3 жыл бұрын

Thank you!

@DarkSideOfMe2 3 жыл бұрын

Hey, thanks for the content. I was wondering, what does the "ExpRow" you used at 53:57 refer to? I get the "424 error - object required" and it's probably connected to that.

@ExcelForFreelancers 3 жыл бұрын

Hi, Thanks for your comment. ExpRow is a long variable (whole number) that is used to track the Expense Row. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 30,000 Members who would love to help you with this. Thanks so much.

@kvbesprit 2 жыл бұрын

This is an excellent and simple to use Budget Sheet. How could I change the monthly budget figure for each month so that each month potentially could have a unique Budget target figure?

@ExcelForFreelancers 2 жыл бұрын

Hi Keith, thanks so much. You can create a small table with Year, Month and Budget Amount that will hold these figure. You can then use an Index/Match formula to bring up these totals based on dates. I hope this helps and thanks so much.

@paulpolizzi3421 Жыл бұрын

Amazing video again, one quick Q if you have rental income, does that go into Budget?

@ExcelForFreelancers Жыл бұрын

Hi and thanks, yes it would as you would want to account for that regular income. You may also like my Rental Manager series here: kzfaq.info/get/bejne/nJOidb2g37_Hnac.html I hope this helps and thanks so much.

@Guugleboy 3 жыл бұрын

This tutorial was really helpful! I got some ideas about making my own version of this. One small problem, on the LAST step, where i have to do the Macro for the MonthSelect(), I did everything how you said and coded, but if i select a month, the month value turns into "2020" and every value in the tables go NA. For every month. And the code is the exact same as yours. I have to manually go back and write January, so it resets back.

@ExcelForFreelancers 3 жыл бұрын

Hia nd thanks very much. I am glad you liked the training. You can check to make sure all of the spelling is correct and that you have data within your named ranges. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 30,000 Members who would love to help you with this. Thanks so much.

@raselmd9191 2 жыл бұрын

Good app

@ExcelForFreelancers 2 жыл бұрын

Thanks very much

@chrisbryant6271 3 жыл бұрын

Thanks for the video, tons of useful info. Question? When you placed the bar graph labeled January Budget, I first thought it showed percent used with the grey reflecting the whole. But, I I think it stacks the Expenses and Budget on top of one another. Isn't what you are attempting to show is the how much of the budget has been used, which would be better visualized by stacking expenses and remaining?

@ExcelForFreelancers 3 жыл бұрын

Hi and thanks for your comment. Great points, there are so many great ways to display the data, so it really depends. Feel free to download this and customize it however you like. Thanks so much for your continued support.

@erikguzik8204 4 жыл бұрын

Enjoyed this one very much... one change i think i will make... set MAX values for each Category. Then change the Color of the Category Icon. So i.e. January Food & Drink is now $162.. lets say you set a MAX of $150.. I want to change that icon to RED.. Maybe have them green by default. BONUS code - turn yellow when you approach your MAX limit??? I'm sure i need help with that VBA code, cause I'm not an expert at it (yet). I will definitely be playing with this for many future mods. This is an awesome start and a good base. Hope to hear lots of ideas from other users here too.

@ExcelForFreelancers 4 жыл бұрын

Hi Erik, thanks so much for your comment. Setting a category Max is a great idea. You can even go a step further and color an icon Green, Yellow or Red based on the level of spending. There is so much that can be done with this. I think its a nice start and would love to see what others come up with.

@erikguzik8204 4 жыл бұрын

@@ExcelForFreelancers Randy. Conditional formatting or VBA?

@ExcelForFreelancers 4 жыл бұрын

VBA Since you would be coloring shapes & pictures, not cells. I hope this helps and thanks

@theknottycounsel Жыл бұрын

Hi Randy. Thank you for the tutorial. Its great. I am having some trouble with the table i.e the expense amounts on the table do not reflect the same categories as in the sheet. Did you do anything to the data in sheet 2 beforehand that I may have missed out, which have resulted in this issue?

@ExcelForFreelancers Жыл бұрын

Hi and thanks so much for your comment. I did this training a few years ago, so I am not sure of the specific details. Can you post screenshots with the detailed issue in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.

@mominkhan7247 2 жыл бұрын

good

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Momin

@changrongliu8 3 жыл бұрын

Thank you, Randy. Is there any way I can create a print button to print certain monthly expenses.

@ExcelForFreelancers 3 жыл бұрын

Yes certainly you can create a print button or any other customizations you want. Feel free to download this and customize it how you like.

@Keviton813 2 жыл бұрын

Great content! Trying to create/replicate/update this budget for my own needs. Tried to make the expenses into a organizable table with "Format as Table" for the headers "Date,category,amount". Problem is whenever I add an expense, it no longer updates until I click on date and "sort oldest to newest". All of the expenses are there, in chronological order regardless of the order of each entry, which I prefer. How do I get these transactions to update automatically?

@ExcelForFreelancers 2 жыл бұрын

Hi Kevin, thanks for your comment. If you use Dynamic Named Ranges using the Offset formula, the formulas that use these named ranges will automatically update when they are used in a formula. I hope this helps and thanks so much.

@nedalkitt3904 4 жыл бұрын

Hi Randy , really many many thanx for your Effort on this , how we can download the excel sheet

@ExcelForFreelancers 4 жыл бұрын

Hi Nedal, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.

@scarletprincipessa 3 жыл бұрын

Hi. Great training video. I like how you do everything step by step. Just a suggestion...In the video the month is set to January and when you run the form the month used is April. We don't actually see if the numbers update in the budget sheet for the month of April. Showing that the budget sheet actually updates when you run the form would help since it seems like some people are saying that the budget sheet is not updating for them.

@ExcelForFreelancers 3 жыл бұрын

Hi and thanks so much. That makes sense. You can add .Calculate to your code so that on change it forces the sheet calculation. I hope this helps and thanks so much.

@enjoylife6123 3 жыл бұрын

@@ExcelForFreelancers Which code should we add this to?

@InfoElevateLife 2 ай бұрын

Love this tutorial! Issue at very end when enabling selection of year and month from drop down. Year works fine but when I select a month it changes to current year, I’ve checked. VB and it matches yours, I’m def. referencing month and correct cell? ☹

@ExcelForFreelancers 2 ай бұрын

Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.

@InfoElevateLife 2 ай бұрын

@@ExcelForFreelancers thank you will do 🙂