Ultimate Personal Finance Dashboard - Net Worth Tracker | Walkthrough Tutorial | MS Excel
Watch this tutorial where I share my net worth tracking tool with you and show you how to create your own to begin your own journey!
Tracking your personal finances is a key tool and step in managing your wealth and planning for financial freedom. Start today with this pre made template where you can effectively track your money and set goals to monitor. It's never been so easy.
Get the template files here! Email me at everydayexcel365@gmail.com if you have any issues
www.dropbox.com/sh/3dnp5p7yq3...
Contents
0:00 Intro and dashboard overview
4:09 Walkthrough of how to build your own
29:44 Updating your tracker
31:02 Outro
Пікірлер: 45
I thought I was good at Excel until I came across your video. Amazing dashboard. Thanks for making the template file free! You deserve more subscribers.
@everydayexcel9278
5 ай бұрын
Thank you so much for the kind words 😊 hope you enjoy it!
Thank you so much for this, looks beautiful and works beautifully!
What a great dashboard. Downloaded template- absolute legend. Explained so well!
@everydayexcel9278
2 жыл бұрын
Thanks Marcus! :) really appreciate the comment
Thank you! you got my attention and now a follower. Appreciate you!
With mint being discontinued, this networth tracker is gold my man!
@everydayexcel9278
7 ай бұрын
Thank you man, glad you like it 😊 I’m almost 5 years strong with my tracking now!
@Milkyway_Galaxy321
7 ай бұрын
@@everydayexcel9278 wow! What intervals is your net worth value over __ showing? I suspect quarterly?
@FronYxTreme
4 ай бұрын
@@everydayexcel9278have you added more things since this video to your own version or had thoughts of how to improve the model?
Great video!! I plan on using this moving forward
Great tool man!!
Great video, thank you!
Great job. Thank you
Hello thank you very much for this! this is so far the best. looking forward to more of your creation~
@everydayexcel9278
2 жыл бұрын
Thanks Lee Shien! Appreciate the comment :)
Very nice. Thanks for sharing!
@everydayexcel9278
3 жыл бұрын
Thanks Michael! :)
Really nice spreadsheet! Thanks for sharing
@everydayexcel9278
Жыл бұрын
Thank you! glad you like it
Nice.
Looking for a good spreadsheet stumbled upon this and wala. Love it!
@everydayexcel9278
2 жыл бұрын
Thanks Ken! Glad you like it
Would you ever consider making a video showing how to build something similar starting form a bare workbook?
Thank you for the templates and explaining everything in detail so well. Definitely gonna follow this channel. Too bad my excel doesn't support xlookup but I managed to get by with Vlookup instead. Would you consider teaching macros?
Just found a beautiful Chanel!
@everydayexcel9278
2 жыл бұрын
Thanks Mo :)
👍
This is a great detail description of the spreadsheet, thank you for putting it together. and while I completely understand why you would want to include the video of yourself working on it. The placement of that feels like 25% or more of what you are trying to show is hidden. It makes it very hard to follow what you are doing and to be able to replicate it myself.
@everydayexcel9278
2 жыл бұрын
Thanks Kaitlin! Sorry about that, when I record the video I sometimes forget where the small window of myself is. From about 4mins on I do ensure the window is made smaller, but you are right I could put this in a better spot or even remove it. Glad you enjoyed anyway!
Amazing video, for some reason the total net worth isn't on top in my graph even tho I copied exactly what you did? Can you help me with this?
@everydayexcel9278
2 жыл бұрын
Hi there! Yes of course i can help. Send me an email at everydayexcel365@gmail.com :)
How did you do the vertical menu bar on the left of your dashboard? Do you have a video? Thank You.
@everydayexcel9278
2 жыл бұрын
Hi John. You can download the template file from the link in the description and see, but basically it is just shapes with text over top, then the text boxes / menu items are hyperlinks to other tabs in the workbook, so you just have to set up each tab identical on that side. Hope that helps.
Nice spreadsheet, how did you create the tabs within the sheet? I would be interested in learning how to do that.
@everydayexcel9278
2 жыл бұрын
Hi there! It is actually really easy, each label is just a text box object, and once you have created them you can right click and hyperlink it to e.g. cell A1 on another tab. Then it’s just about aligning everything on each tab so it looks seamless. You can download the excel template from Dropbox, link in description
How do I remove the "blank" row from the pivot table? I was able to filter it out, but it is preventing me from formatting the dates properly.
@everydayexcel9278
2 жыл бұрын
Hi Matthew! Sorry this was only an issue I realised after making the template. The best thing to do is delete all the blank table rows in your data section and each time you add a new record it will make a new row, so there will be no blank rows :)
investment tab not available of downloaded file
@everydayexcel9278
2 жыл бұрын
Hi Rushi, the investment tab is not needed, I split them out for my own personal version but you can keep track of everything in the Net Worth Data tab :)
How does the refresh button function?
@everydayexcel9278
2 жыл бұрын
Hi there! It is just a macro, really easy to record using the refresh button on the data tab, then assign the macro to the object using right click! Hope that helps
@iii9882
2 жыл бұрын
@@everydayexcel9278 Awesome. That's what I thought