Excel Budget Tracker With Table And Chart
By Discover Talent Editorial Team
Build a Professional Budget Tracker in Minutes
Managing personal or business finances becomes simple when structured properly inside Microsoft Excel. In this tutorial, we walk through building a clean budget tracker using formatted tables, automated SUM formulas, and dynamic charts.
Step 1: Create Your Raw Data Table
Add columns for Date, Category, Description, Income, and Expense. Format dates properly and convert income and expense fields into currency format.
Step 2: Convert to Excel Table
Highlight the dataset and convert it into a Table. Choose a professional style and remove unnecessary banded formatting for a cleaner interface.
Step 3: Add Calculations
- Total Income using SUM()
- Total Expense using SUM()
- Net Savings = Total Income – Total Expense
Step 4: Insert Pivot Table and Chart
Create a Pivot Table from your dataset and insert a chart to visualize income vs expenses. Hide unnecessary filters for a clean dashboard layout.
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