Excel - How to Make a Budget File? Budget for 2025 Pivot Table and Budget Reporting
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🟨 Analyst community: https://kajodata.com/space/ 🟦 Courses - Excel, SQL, Python: https://kajodata.com/kursy/ FILES AVAILABLE ON THE COURSE AND IN KAJODATASPACE In this episode, I will show you how to create your own budget file in Excel, step by step. It's not only a great way to better manage your finances, but also a great opportunity to learn Excel! You will learn how to build a transaction table, set useful drop-down lists, and create clear reports that will show you exactly where your money is flowing. All this to have full control over your budget. At the same time, we will introduce a few interesting tricks that will allow you to automate your work and improve your efficiency. I will show you, among other things, how to use the INDIRECT, SUBTOTAL, and SUMIFS functions in practice, as well as how to use a pivot table to visualize your expenses. If Excel seems complicated to you, you will change your mind after this episode - I will guide you through the process step by step. If you dream of better managing your finances or want to brush up on your analytical skills, this episode is for you. Budgeting in Excel may be easier than you think, and it's a great introduction to the world of data analysis. I invite you to watch and take action! Chapters: 00:00 Introduction 00:29 Excel Budget Example with VBA 01:01 Creating a Table with Transactions 03:07 Budget - Credit vs. Debit 04:01 Categories in Named Ranges 05:20 Name Manager in Excel 06:13 Drop down in Excel 06:51 Dependent Drop Downs 12:48 Row Height (Wrap Text) 13:12 First Transactions 14:42 Dependent Drop Downs Part 2 21:26 Adding several accounts 24:33 Internal transfer in a budget file 26:24 Basics of budget reporting in Excel 28:14 Value vs. amount - auxiliary column 29:56 SUMIFS example no. 1 31:34 Table formatting part 1 31:52 Reporting by account type with VLOOKUP 35:16 Freeze frames and conditional formatting 37:14 Pivot table and pivot chart 39:21 Filtering and slicer 41:47 Editing a pivot table 43:12 Working with the budget in Excel
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