Personal Finance Budget Tracker Excel Template

Personal Finance Budget Tracker Excel Template

Personal Finance Budget Tracker Excel Template

$57

In stock

$57

The Personal finance budget excels financial template has been designed for you to control your expenses and income for 12 months.
The actual and budgeted personal finance budget will help you analyze your data weekly and monthly. This personal budget tool excels and will work more efficiently to control expenditures and income.
It Includes Interactive Dashboard to check your budget and make strategies to control your expenses.

Step 1.
The input transaction sheet must enter your bank statement transactions in highlighted cells.
Step 2.
The input sheet needs to update your projected or budgeted transactions
Step 3.
Refresh your Dashboard sheet by clicking on any chart; then, on the menu bar, the pivot chart analyses tab appears; click on that option, and the refresh option will be shown in the menu tab. Refresh it and update your dashboard in 3 steps.

Description

Personal Finance Budget Tracker Excel Template

Suppose you are a businessman, an individual, or an entrepreneur planning to start Personal Finance Budget. In that case, you need a solid and effective financial model to visualize your personal financial goals and control your income and expenditure standing in the future. The Personal Finance Budget Tracker Excel Template an Oak Business Consultant made is dynamic.

Moreover, it can analyze all the circumstances or events that will positively or negatively affect your expense and income, managing your day-to-day transactions efficiently and effectively.

This Financial Model will be your basis for creating your financial budget and financial planning and will help you determine yearly, monthly, and weekly. In addition, the Financial Model will assist you in managing and organizing your finance budget efficiently. However, by using this model, you cannot be distracted by complicated calculations, which enables you to utilize more of your time in analyzing, controlling, and managing your transactions.

How to Use it

The Personal finance budget excels financial template has been designed for you to control your expenses and income for up to 12 months. In addition, the actual and budgeted personal finance budget will help you analyze your data weekly and monthly. This personal budget tool excels and will work more efficiently to control expenditures and income. Lastly, it includes an interactive dashboard to check your budget and make strategies to manage your expenses.

Moreover, Input cells are permanently colored Peach to help users identify quickly. Similarly, other cells, such as call-up (direct links from other cells), are filled in grey with black letters. In contrast, calculations are in white fill and black characters.

Step 1.
The input transaction sheet must enter your bank statement transactions in highlighted cells.
Step 2.
The input sheet needs to update your projected or budgeted transactions
Step 3.
Furthermore, refresh your Dashboard sheet by clicking on any chart; then, on the menu bar, the pivot chart analyses tab appears; click on that option, and the refresh option will be shown in the menu tab. Refresh it and update your dashboard in 3 steps.

Key Inputs

  1. Input Transaction
  2. Input Budget

Key Features of Personal Finance Budget Tracker Excel Template

Input Sheet

This financial model template contains inputs that, when changed, projections impact the calculations, and, therefore, the changes are applied to all relevant sheets. As a result, this financial model always has built-in flexibility to display different outcomes or final calculations based on this sheet’s changes.

 

Personal Finance Budget Tracker Excel Template
Personal Finance Budget Tracker Excel Template

Input Budget

This sheet lets you identify the difference between the actual and budgeted transactions of your expenditures and income. 

 

Personal Finance Budget Tracker Excel Template
Personal Finance Budget Tracker Excel Template

Weekly and monthly reports

The weekly report sheet of the Financial Model is perfect for those who require regular reporting and details. Additionally, the report contains all expenditure streamlines linked with relevant sheets to ensure accurate reporting. Oak Business Consultants understands every financial model goal. Therefore, we have developed a mechanism that helps an individual determine whether they are controlling their expenditures and income every week.

 

Personal Finance Budget Tracker Excel Template
Personal Finance Budget Tracker Excel Template

Furthermore, the monthly report gives you complete insights into income and general & administrative expenses.

Personal Finance Budget Tracker Excel Template

Actual and Budgeted

This actual and budgeted report lets you analyze your position and monitor your accounts. Therefore this specific financial model gives you the perfect space to explore and control your critical financial balance accounts.

 

Personal Finance Budget Tracker Excel Template
Personal Finance Budget Tracker Excel Template

Table analysis sheet

The table analysis sheet is one of the essential reports because it creates all your finance budget evaluations in pivot tables. In addition, this sheet also contains a dedicated sheet to monitor and analyze your overall actual transactions’ impact on your budget. This is a perfect template for your finance management.

 

Personal Finance Budget Tracker Excel Template
Personal Finance Budget Tracker Excel Template

Interactive Dashboard

Users and readers respond and process visual graphs better than data. Furthermore, this dashboard provides you with a graphical management tool. Moreover, it enables you to track all your relevant financial KPIs. Furthermore, This template can improve personal finance management and lets you track expenses and income in detail. It will help to make strategies to control expenditures and effectively increase your revenue.

 

Personal Finance Budget Tracker Excel Template
Personal Finance Budget Tracker Excel Template

Benefits of Personal Finance Budget Tracker Excel Template

Uniform Methodology: The primary benefit of this Excel Template is that it promotes a uniform methodology by which the user can compare changes in personal finance operations over time.

Achieving Best Returns: Through meticulous financial planning, the user can maximize control of their budget to set their personal financial goals.

Mitigate Risk: The financial model can mitigate financial risk and increase the control of your financial budget.

Provide Financial Assistance: No composing equations and formulas, no designing and programming, and no need to hire a costly external consultant required.

Well-Formatted & Presented: All statements are accurately presented and connected with the input and formatted in a well-structured way. Also, it follows a particular color theme, which is consistent in all sheets.

Why Should you Buy this Personal Finance Budget Tracker Excel Template?

  1. Save Time This allows you to spend less time preparing sheets and more time on personal development and control.
  2. Tested — This Financial Model is custom-made and has been used by various individuals with positive feedback. Hence, it’s a proven solution for all your personal finance and operating reporting needs.
  3. Visually Engaging — This financial model provides a dynamic and interactive dashboard and data visualization tools that are handy and give a clear depiction of your financial health and performance.
  4. Support Strategic Decisions This Financial Model also represents a critical tool that enables you to see the larger picture and make strategic decisions based on up-to-date financial insights. 
  5. Bottom-Up Approach This financial model uses a sophisticated bottom-up approach to economic evaluation and planning and allows users to determine a deep and comprehensive understanding of personal finance budgets.

Walk-Through Video of Personal Budget Finance Tracker Excel Financial Model

The following video will give you an overview of the financial model’s different components and help you understand how it works.

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