We all need to track our Income and Expenses over the year by creating a Personal Budget.
In this tutorial I show you how to track your expenses over 12 months. I’ll be using a hidden Pivot trick to build my sheets, input some data and create simple calculations. If my actual expenses go above the planned values, a conditional formatting rule will alert me and a column chart will visualise the numbers. We’ll be using a VLOOKUP with a SHEET function to extract the sheet names and create dynamic labels.
You can download the start file and follow along by clicking on the link here below:
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