Build a Dynamic Personal Finance Budget Tracker in 15 minutes

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  • Опубликовано: 19 окт 2024

Комментарии • 83

  • @KenjiExplains
    @KenjiExplains  2 года назад +4

    📈 Take our Finance & Valuation Course here: www.careerprinciples.com/courses/finance-valuation-course
    ✅ See all our courses here: www.careerprinciples.com/courses

  • @sha.aesthetic
    @sha.aesthetic Год назад +1

    Commenting this before even wathcing your complete video. You're awesome. And I know this video would be absolute best.

  • @MrBrooksV
    @MrBrooksV Год назад +4

    I'm late, but I wanted to tell you that I have downloaded your template and used this tracker! I have made a handful of modifications. Notably, I have added a section for Assets/Liabilities for investment accounts and debt and created a line chart to track my annual growth (or regression). I have shared this video with several friends and family members, and my fiancee and I will use this budget. I also have recommended adding a budget section to spending under a goal (my fiancee is in law school, and her income is her student loans, so staying under a monthly allocation is a priority!). Thank you for your content; what you put on this platform matters and can benefit people's lives. I am looking into your financial course and look forward to what 2023 brings you. Cheers!

    • @bleighhh
      @bleighhh 11 месяцев назад

      I tried to build a line chart too but for some reasons it does not work

  • @arianakonrady3757
    @arianakonrady3757 Год назад +59

    • @adrianyates9879
      @adrianyates9879 Год назад +3

      The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading. This can only be done by a professional financial adviser.

    • @kayleechris3456
      @kayleechris3456 Год назад +2

      Sounds good, mind if I looked-up this one coach you use?

    • @adrianyates9879
      @adrianyates9879 Год назад +2

      I trade with Mr Abbreu John, a regulated broker. Met him sometime last year at a startup funding event. He had some interesting things to say about the crypto market and his predictions are ALWAYS CORRECT, obviously I'm seeing the results

    • @kayleechris3456
      @kayleechris3456 Год назад +1

      how can I reach your him?

    • @adrianyates9879
      @adrianyates9879 Год назад +3

      You can communicate with him on IG, with the username below.

  • @flourishwithMJ
    @flourishwithMJ Год назад +1

    Thank you, Kenji. You are amazingly humble and brilliant.❤

  • @shacheb
    @shacheb Год назад +2

    Such a great video. Clear, concise and simply executed. Thank you so much for sharing and simplifying this process ❤‍🔥

  • @christospilis
    @christospilis Год назад +1

    Amazing video, aside from helping out with setting up a proper personal budget tool it is actually a super informative excel tour. Keep up the good work.

  • @andreugiro2807
    @andreugiro2807 Год назад +1

    I'm learning a lot with your videos, keep going Kenji!

  • @hunterburns
    @hunterburns Год назад +1

    I'm just amazed by your content that you make every time it's like a huge gift for me from you always keep up the good work that teaches us a lot of important things 😊

  • @thomas_prada
    @thomas_prada 2 года назад +1

    Thanks for everthing you do Kenji. Keep up the great work! Much love

  • @Mixolydian74
    @Mixolydian74 2 года назад +1

    Been using your other budget template for awhile now and I find it very helpful. Going to add this tab to the workbook. Thanks for the content man, keep up the solid work 👍

  • @SAIkishore-h2f
    @SAIkishore-h2f 7 месяцев назад +1

    Hi Kenji,
    Thank you so much for sharing your knowledge with community. It really helps me a lot.
    Please check Total Expenses and Saving for January, formula didn't Sum all expense cells.
    Thanks and regards

  • @vikramadityarathore97
    @vikramadityarathore97 2 года назад +1

    Really appreciate your financial insights and expert excel knowledge Kenji, you are taking your videos to the next level. Keep it up!:)

  • @abrogers3517
    @abrogers3517 Год назад

    I can't believe I've been watching your videos this long and RUclips never reminded me to hit the notification bell

  • @camlex6310
    @camlex6310 2 года назад

    Really easy to follow and helpful!! Thanks a million Kenji

  • @thrishathejoy
    @thrishathejoy Год назад

    Thank you!! I’ve been looking for a personal fin tracker like this!

  • @yasinnabi
    @yasinnabi Год назад +1

    I love this video and share this quote with you too, “A successful man is one who can lay a firm foundation with the bricks others have thrown at him.” -David Brinkley.

  • @michaelquach7046
    @michaelquach7046 2 года назад +1

    Perfect for every day use!

  • @jenschristiannrgaard4878
    @jenschristiannrgaard4878 Год назад

    Absolutely fantastic work my man! If I wanted to add a subcategory tab next to cateogry with the "collaps row" feature would you have a good idea on how to solve that?

  • @TrueTellerBD
    @TrueTellerBD Год назад

    Thanks for making the playlist basic tk advance ❤️ kenji boss

  • @vinaynagaonkar8592
    @vinaynagaonkar8592 Год назад

    Thanks a Millions🥰

  • @АмирРасулов-р3о
    @АмирРасулов-р3о Год назад

    Hello Kenji from Uzbekistan! Could u please recommend online excel course from the scratch to advanced to start career in audit and finance

  • @rhythmoffootball1918
    @rhythmoffootball1918 Год назад

    Thank you sir

  • @labs3387
    @labs3387 Год назад +2

    How can we add more categories in the drop down button?

  • @hamedalcherif9064
    @hamedalcherif9064 Год назад

    Very very good

  • @solomonbhandari-young4154
    @solomonbhandari-young4154 2 года назад

    Amazing content

  • @soothingbreakdown9878
    @soothingbreakdown9878 Год назад +1

    Hi I am very new to exel and I need some help. I would like to add new categories. For me the option saving is important. And I have an annual payback plan I'd like to be a separate categories aswell. How do I add this in for it to work across the exel document?

    • @jessiewatson7216
      @jessiewatson7216 Год назад

      I also have this same question. I need to apply new categories but do not know how

  • @bhavneshparikh8283
    @bhavneshparikh8283 Год назад

    add Subcategory Payment mode cash, bank,Google Pay, etc & transfer fund ,balance ,Split transaction means Some purchase different category payment paid by card but 2-4 category purchase so split transaction

  • @alaallouche3974
    @alaallouche3974 2 года назад

    kenji can you make a budget reports (quarterly or yearly) video for a random company with the assumtions of the choices of number with the variance analysis and some tips on how it should be done more effectively. Thank you anyways.

    • @KenjiExplains
      @KenjiExplains  2 года назад

      Will keep your idea noted thank you! Can't promise anything though

  • @christopherjohnson8770
    @christopherjohnson8770 8 месяцев назад

    Is there a way to add a section for inputs that will automatically add to the next line and let you select all of the options from dropdown menus

  • @anuarmohamad8773
    @anuarmohamad8773 Год назад

    Hi Kenji, love your vids! Interested in purchasing the complete office bundle. Are there any discount codes for it?

    • @KenjiExplains
      @KenjiExplains  Год назад

      Hi Anuar, that's great to hear! You can use EMAIL10 for 10% off :)

  • @newnew80793
    @newnew80793 Год назад +15

    I love the grounded reality of this channel, its normal to see so many investors panic amid a worsening bearish market but it is also important to note that the market situation is nothing new in the crypto world. Several factors are driving negative sentiment in the stock and crypto markets right now including inflation, a shaky stock market, rising interest rates, and recession fears. As a result, BTC has dropped significantly from its all-time high, breaking below several key technical levels. As a crypto investor, the current situation might seem bleak. However, there are several tried and tested expert suggested investment strategies that can help you accumulate the current crypto storm, in few weeks of implementing trade with accurate signals directly from Theo Ryan, I have been able to accumulate over 14.9 btc despite the current state of the market.

    • @yousoufebrian8309
      @yousoufebrian8309 Год назад

      Hello...I have been looking for such a profitable signals and guides from a pro trader for some time now how do i contact him?

    • @newnew80793
      @newnew80793 Год назад +1

      @Theo917
      That's 👆his username / telegram

    • @yousoufebrian8309
      @yousoufebrian8309 Год назад

      @@newnew80793 Thanks for sharing his telegram details, this gave me a small amount of hope thanks, i’ll surely reach out to him and start learning the right way, tired of loosing from price drops,

    • @ahmadaladdin8673
      @ahmadaladdin8673 Год назад

      I'm also a subscriber of his signals, and if I were to rate their accuracy I would say 95%

    • @michaelyoung3762
      @michaelyoung3762 Год назад

      I normally don’t do this, but coming across Theo Ryan in this channel, I just have to say something. He is indeed a tutor, he guided me even when I was being naive to the basics of trading. Thanks to Theo Ryan today I have made reasonable amount of crypto stack up and a good trading capital.

  • @tristanontheway
    @tristanontheway 2 года назад

    wow thanks! now I can track how much I spend on japanese kitkats

  • @willzinner8813
    @willzinner8813 2 года назад +5

    can you make one for a company and not personal finances?

  • @tradevalue6993
    @tradevalue6993 Год назад +1

    I'm having serious problems follow the formula... I've done that several times and it appears the day/month instead of $$ in the table...
    Am I the only one with this problem?

  • @FUBAR-1983
    @FUBAR-1983 Год назад

    Hello Sir, I am looking for a formula that shows a list of names that are not trained in the process path that I select, the names are in B and the process paths are in D-M.. the formula I used to find the names that are trained INDEX AGGREGATE ROW. I can send an example of the file that I am working on if it helps.

  • @tilda15un
    @tilda15un Год назад

    How did you get thoses dashes to show up in areas with no numbers?

  • @vinaynagaonkar8592
    @vinaynagaonkar8592 Год назад

    While dragging a Month with Year in a projection I found that the formula needed a certain format else the formula of sumifs did not give a result in numbers. I mean I had put in Jan-30, Feb-30, Mar-30 and it did not catch the numbers. Whereas for Apr-29 upto Dec-29 the format worked perfectly well. So just to get the result I keyed in the Jan-30 to Mar-30 as 01/01/30 ...01/03/30 and then the numbers were captured. It seems there is an issue with the format. Do let me know, in case there is a error while capturing the data due to format in which the month and year were keyed in. I followed mmm-yy format.

    • @MrBrooksV
      @MrBrooksV Год назад

      I may be mistaken, but are you talking about the inputs tab? Under the "Date" column, the format for the cells should be (d-mmm). In the "Month" column the format should be General) and the formula is =TEXT(Bx, "MMMM"). The formats for the header cells in the Inputs tab should be General as well. Now, on the Dashboard tab, the cell format for the headers of all the months should be (mmm-yy); if you type in 12/2022 it will show up as "Dec-22" but if you type in the name of the month such as December it will work (or at least it should). The formulas to show the data should look like this (here is an example for Base Salary in the 1st month - note I started mine from Dec not Jan)
      =SUMIFS(Inputs!$F:$F,Inputs!$C:$C,Dashboard!C$3,Inputs!$D:$D,Dashboard!$B5)
      Hope this helps!

  • @dilpreetbrar4595
    @dilpreetbrar4595 Год назад

    Can anyone tell me how can i go for investment banking after business diploma in canada?? I really want to work in New York city.

  • @Samirchhatria163
    @Samirchhatria163 4 месяца назад

    I need this Excel sheet sir

  • @superaak
    @superaak Год назад

    Where is template. Please share

  • @mikheilitchulukhadze8554
    @mikheilitchulukhadze8554 2 года назад

    Please add Power BI videos

    • @KenjiExplains
      @KenjiExplains  2 года назад +1

      Yes looking to get those started late this year/early next year

    • @mikheilitchulukhadze8554
      @mikheilitchulukhadze8554 Год назад

      @@KenjiExplains great, it will be very interesting to see your explanations for power BI

  • @atlaswilder4344
    @atlaswilder4344 Год назад

    i'm glad I got into crypto when I did because it's been a turning point for me financially,been my best decision so far

    • @benicioreign8725
      @benicioreign8725 Год назад

      Bitcoin has been falling for a while now and it might keep falling or decide to rise again. The truth is no one knows, I believe it's the right time to make purchase and also get the assistant of a professional

    • @lindasmith3736
      @lindasmith3736 Год назад

      Mrs PEGGY SUE WILSON, has really changed my life, I invested €7,000 and She made €29,500 for me in just one week, I'm lucky to have an agent like Mrs PEGGY.

    • @evamason2471
      @evamason2471 Год назад

      Investing in crypto has been the best profitable investment I have made so far. There is an opportunity for new traders to take advantage of this, it's quite a shame people can't see this, cryptocurrency is far superior to any digital trading now

    • @jamesstone9434
      @jamesstone9434 Год назад

      she works in a private company that deals on bitcoin, ethereum,dogcoin,xrp,coinbase and stock marketing she is very reliable.

  • @willzinner8813
    @willzinner8813 2 года назад

    First

  • @bhavneshparikh8283
    @bhavneshparikh8283 Год назад

    add Subcategory Payment mode cash, bank,Google Pay, etc & transfer fund ,balance ,Split transaction means Some purchase different category payment paid by card but 2-4 category purchase so split transaction