How to track expenses AUTOMATICALLY in Excel | BUDGET SPREADSHEET

Learn how to track expenses in Microsoft Excel automatically by using simple formulas and functions in this step-by-step guide/Tutorial. ✅ Buy my Excel Template that I use in this video at my online store here: https://moneywithdan.etsy.com In this template I provide links to all my online videos and I also have a section for frequently asked questions and my answers (FAQs). I also include an alternative Data tab for bank downloads with two columns! 💰 Use SHARESIGHT to track your shares - https://www.sharesight.com/moneywithdan/ (BONUS When you signup using this link, the first 4 months of subscription are free if you choose to upgrade to advanced plan and I may get a small my commission at no extra cost to you, so we both win!) 💰 Xero is the accounting software you need to manage invoices, track expenses, and reconcile bank transactions effortlessly. It’s user-friendly and saves you time. Plus, sign up using this link to get 75% off your subscription for the first 6 months: https://xero5440.partnerlinks.io/i3uoj1lbnz1u OTHER VIDEOS BY ME ✅ Budget and Track Expenses in Excel AUTOMATICALLY and FREE: https://youtu.be/DYsBcwJ9kAs ✅ How to open banks statements in Excel: https://youtu.be/pUo0kO60mB8 ✅ Setup CATEGORIES to Track Expenses in Excel AUTOMATICALLY: https://youtu.be/ihmXXqmpqgw ✅ Excel Pivot Table: Track expenses and BUDGET: https://youtu.be/4XEoOzDwc6M ✅ Identifying Variances in Excel | What to do if you spent too much money: https://youtu.be/kqxlS-yvPOo ✅ How to setup the Barefoot investor buckets | 2 year review with tips : https://youtu.be/BtNFSDoFK1s SUBSCRIBE NOW!!! OTHER INFORMATION I will show you how to automate your tracking in Excel by showing you how to download and open CSV files from your bank and then use some simple formulae to format the data in a more usable way that minimises manual work saving you time and money! I will then show you how to display your data in a Pie chart and how to sort by month and year. I created this tutorial after being disappointed with the new tracking tool my bank offered. I was also nervous of uploading my personal bank transactions and details into the cloud when it could be hacked - not to mention the ongoing monthly fees. CHAPTERS 00:00 How to track expenses AUTOMATICALLY in Excel | TUTORIAL 01:13 Download online bank statements 01:52 Open CSV file in Excel 02:16 Create Expense tracker file in Excel 02:34 Copy and paste CSV file into Data 03:34 LEFT formula 05:26 Create Unique identifiers for categories 06:55 VLOOKUP formula 08:17 Create a Pivot Table 10:07 Formatting a Pivot Table 13:24 Add in a second month of bank data 15:58 Add MONTH and YEAR Formula to organise date in Pivot Table 17:53 Add month filter to Pivot Table 20:08 Create Pie Chart using Pivot Table 20:54 Formatting Pie Charts to look better #budgeting #personalfinance #excel