0% found this document useful (0 votes)
43 views244 pages

Expense Tracker Automated Excel Dashboard

Uploaded by

Shahid Qureshi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
43 views244 pages

Expense Tracker Automated Excel Dashboard

Uploaded by

Shahid Qureshi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 244

Welcome to the

Please navigate the tracker based on the below tabs -


1. Home tab - You are already on the home tab.
2. Dashboard - Vizualization of your input.
3. Data_input - Input your data for vizualization. This ta
4. Category - You can add additional subcategory. This
5. Contact - Contact me if any issue or just say hi! to m

Powered by:
Start to Excel
o the Expense Tracker Dash

d on the below tabs -


the home tab.

r vizualization. This tab is connected to Dashboard tab.


nal subcategory. This tab is connected to Data_input tab.
ue or just say hi! to me. :)
r Dashboard!
Expense Trac
This shape represents This shape represents a This shape represents a slicer.
a slicer. Slicers are slicer. Slicers are Slicers are supported in Excel
supported in Excel supported in Excel 2010 2010 or later.
2010 or later. or later.
If the shape was modified in an
If the shape was If the shape was earlier version of Excel, or if the
modified in an earlier modified in an earlier workbook was saved in Excel
version of Excel, or if version of Excel, or if 2003 or earlier, the slicer cannot
the workbook was the workbook was saved be used.
saved in Excel 2003 or in Excel 2003 or earlier,
earlier, the slicer the slicer cannot be
This
cannotshape represents a slicer.
be used. used.Slicers are supported in Excel 2010 or later.

If the shape was modified in an earlier version of Excel, or if the workbook was saved in E

Monthly

612
500
240 174 174 87

Powered by: 1 3 4 6 8 11 12 (empty) (empty


Start to Excel
Category

1787

740
456
139 88 87 87 87 58 45
s g n h s s s e s ) t
rie in t io alt b t er
n g a r
ou ty sul
e s e h i C e p e
c ou ta e D t v l n m
ro H or H O Sa ca lla (e lR
G s p o n c e o ta
an rs is T
Tr Pe M
se Tracker Total

hape represents a slicer. This shape represents a slicer. This shape represents a slicer. This shape represents a
are supported in Excel Slicers are supported in Excel Slicers are supported in Excel slicer. Slicers are
r later. 2010 or later. 2010 or later. supported in Excel
2010 or later.
hape was modified in an If the shape was modified in an If the shape was modified in an
version of Excel, or if the earlier version of Excel, or if earlier version of Excel, or if the If the shape was
ook was saved in Excel the workbook was saved in workbook was saved in Excel modified in an earlier
r earlier, the slicer cannot Excel 2003 or earlier, the slicer 2003 or earlier, the slicer cannot version of Excel, or if
d. cannot be used. be used. the workbook was
saved in Excel 2003 or
earlier, the slicer
2010 or later. cannot be used.

f the workbook was saved in Excel 2003 or earlier, the slicer cannot be used.

Yearly
1787

597 500
393
174 123
87 0 0 0

12 (empty) (empty) Total 2011 2012 2020 2021 2022 2023 (empty) (empty)
Result

Sub-category
Qtr 1
31%

1787 Total Result


50%
500 348
240 174 139 133 87 87 58 21
45 t
rt i e s
a s e
ood
e rs
ct s
i s i on
oa n
i ng e nt hi
p
us y) lt
le ch F th du t v a ti l l th R ers m
pt su i
pu
r O
pr
o s ov a l o b (e
m e 2 To nti en s on C m
(e lR 4 ci s i ng D e
e
r
Pe
r m
e
ta 7% n an om
To 7% 3 c tro Cle H G ym
e
5% El
1,787.00

ape represents a This shape represents


licers are a slicer. Slicers are
ed in Excel supported in Excel
later. 2010 or later.

hape was If the shape was


d in an earlier modified in an earlier
of Excel, or if version of Excel, or if
kbook was the workbook was
n Excel 2003 or saved in Excel 2003 or
the slicer earlier, the slicer
be used. cannot be used.

1787

500

0 0

2023 (empty) (empty) Total


Result

ategory

1787

87 87 58 21
on a n
in
g nt ip y) lt
ati ll
o th R e rsh pt e su
v a l o be m lR
o
on C (e ta
e rs em T o
P m
G ym
Date Category Sub-category Cost
3/13/2020 Health Dentist visit 65
3/15/2020 Personcal Care Clothing 58
3/12/2021 Housing Rent 21
3/14/2021 Miscellaneous Dentist visit 45
3/10/2022 Transportation Cleaning products 52
3/11/2022 Health Dentist visit 23
3/16/2022 Debts Personal loan 87
3/17/2022 Savings Home renovation 87
3/18/2022 Transportation Cleaning products 87
3/19/2022 Others Others 87
12/14/2021 Housing Others 87
8/15/2022 Housing Electronics purchase 87
11/3/2011 Housing Electronics purchase 87
6/3/2021 Groceries Food 120
4/12/2021 Health Gym membership
12/12/2012 Debts Personal loan
8/15/2022 Housing Electronics purchase 87
11/3/2011 Housing Electronics purchase 87
6/3/2021 Groceries Food 120
1/1/2023 Groceries Toiletries 500

Powered by:
Start to Excel
Week of the monthWeek of the year Month Qtr Year
2 11 3 1 2020
3 12 3 1 2020
2 11 3 1 2021
2 12 3 1 2021
2 11 3 1 2022
2 11 3 1 2022
3 12 3 1 2022
3 12 3 1 2022
3 12 3 1 2022
3 12 3 1 2022
2 51 12 4 2021
3 34 8 3 2022
1 45 11 4 2011
1 23 6 2 2021
2 16 4 2 2021
2 50 12 4 2012
3 34 8 3 2022
1 45 11 4 2011
1 23 6 2 2021
1 1 1 1 2023
> Input values (col - B to E)
> Col - B and C - Dropdown list
> Please delete all the dummy data from column B to E
> To refresh the dashboard, select a chart and then click PivotChart Analyse and then c

Auto populated area (col - F to J)


nalyse and then click on refresh.
25/8/23 25/8/23
30-Dec-99
30-Dec-99
25-Aug-23

1830 2
1850 1850

ABC 2/22
Bills Debts
Cable Credit card patments
Cell phone Personal loan
Electricity Student loan
Gas
Internet
Landline
Others
Water
Other

Powered by:
Start to Excel
Entertainment Groceries Health
Concerts Cleaning materials Dentist visit
Dining out Food Doctor visit
Hobbies Toiletries Gym membership
Movies Health Insurance
Sports events Prescription medication
Subscriptions (Netflix, Spotify etc.) Other
Other

You can add sub-categories until 20th row within the boarder
Housing Miscellaneous Personcal Care Savings
Electronics purchase Donations Accessories Emergency fund
Insurance Extrac curricular activities Cosmetics Home renovation
Mortgage Gifts Clothing Retirement fund
Rent Kids school expense Haircut Travel
Repair/Maintenance Others Shoes Other
Others Pet care Other

20th row within the boarder


Transportation Others
Car insurance Others
Car payment
Cleaning products
Fuel
Maintenance/repair
Public transport cost
You are awesome!

Thanks for purchasing this Dashboard.

Please do not forget to give me a review.

Contact me if you have any issue. [email protected]

Powered by:
Start to Excel
gmail.com

You might also like