How to Create a Personal Expense Tracker in Excel | Dashboard, Pivot Tables & Power Query

Learn how to create a professional Personal Expense Tracker in Microsoft Excel from scratch. In this step-by-step Excel tutorial, you'll build an expense tracker that lets you record daily expenses, organize them by category and payment method, analyze your spending, and view everything in a clean interactive dashboard. You'll learn how to: • Create an Excel expense tracking table • Create reference lists for categories and payment methods • Add dropdown menus using Data Validation • Use Excel Tables and named ranges • Create expense reports with PivotTables • Calculate key expense statistics • Analyze expenses by category and payment method • Create an expenses-over-time report • Build a professional Excel dashboard • Create PivotCharts, including doughnut, line, and bar charts • Use Power Query to display the top 5 expenses • Add an Excel Timeline to filter the dashboard by date • Refresh the dashboard when new transactions are added By the end of this tutorial, you'll have a practical Personal Expense Tracker in Excel that you can customize and use for your own daily spending. This Excel expense tracker is suitable for beginners and anyone who wants to learn how to build a simple personal finance dashboard using Excel. Chapters: 00:00 Introduction 00:42 Create the Transactions & Lists Worksheets 02:05 Create Expense Reports with PivotTables 04:45 Build the Excel Dashboard 10:41 Test & Refresh the Expense Tracker 12:04 Final Result #Excel #ExcelTutorial #ExpenseTracker #ExcelProject #ExcelDashboard