Take Control of Your Finances in Power BI | Step by Step

Take control of your finances in Power BI. Step by step overview of how I went about covering budgeting, net worth, and more.
Lots of room for improvement, but hope this helps if you are looking to automate and measure your own budget/net worth. If you have a question about a specific part in the video let me know in the comments below.
I hope you have find this useful and good luck building your own personal net worth/personal budget dashboards!
DISCLAIMER: I am not a financial advisor. Nothing said in this video is financial advice. This tutorial is solely about the technical creation of a personal finance tool in Power BI.
Timestamps:
0:00 - Reason for the project
0:39 - Map out how money comes in and where money goes out
1:08 - Data strategy: how data moves from left to right
2:22 - Setting up Tiller
3:57 - Setting up the schema
5:01 - Set up python scripts and point them to the schema
5:47 - Query tables from schema to dataflows and model in Power BI
8:40 - End Reporting in Power BI - Arts and Crafts!
10:34 - Final Product
11:37 - Areas of Improvement
Software used for this project -
Tiller: rb.gy/qibeg8
Power BI: shorturl.at/GJNyT
Visual Studio Code: shorturl.at/4rVtI
MySQL Workbench: shorturl.at/Lx7ma
Learning SQL: rb.gy/yckc6h
My Credit Card Stack -
Bilt (1% on rent/hoa fees): rb.gy/wj11vn
Chase Sapphire Preffered (5% travel, 3% dining): shorturl.at/EMDZa
Chase Freedom Flex (1.5% everything): rb.gy/r5frx9
AE Blue Cash Preffered (6% groceries, 3% gas): rb.gy/4mbjjl
Chase Amazon Prime (5% amazon orders): rb.gy/iw9ocj
My Banks/Investments -
Discover (4.75 APY): rb.gy/rza58d
Raisin (5.26 APY): rb.gy/dnvmuk (code: quentins027329)
Robinhood (i like the UI on mobile...): rb.gy/wl0vyu
Vanguard: rb.gy/j9wkxa
Kraken: rb.gy/dqokdl
if this helped or brought value to you, consider leaving a like or ill eat ur cookies: shorturl.at/CeXD2
business inquiries only email: [e-mail]
#powerbi #personalfinance #budget

[@MikeHunt-tw4mb]

This was exactly what I have been looking for

[@Ditto35]

Great Video. Thanks

[@based-vb7by]

Awesome video