Personal Expense Manager
Recently a couple of people around me was asking for an expense manager. So I decided to make one and post it here. This way you can see some of the tools I’ve previously discussed in action.
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This is an interactive dashboard type expense manager. It lets you choose to view figures for a month you select or all year. Expenses are divided into 4 categories as home, personal, transport and other, all can be modified. Categories are also divided into 8 sub-categories. Sub categories can also be modified. So there is a lot of versatility.
Download Personal Expense Manager
I will post a separate tutorial explaining how to build one for yourself if you want some exercise.
Here is some guidelines for using this personal expense manager:
There are green buttons with white frame on every sheet. They will take you to the sheets that are written on them. So navigation in the work book will not be a problem.
There are sheets named from 1 to 12. You can navigate between them using menus. To input values
- Input income here
- Select expense category from drop down list
- Select sub-category from drop down list
- Type description (optional)
- Type expense amount
Fields To Modify:
To customize personal expense manager, you can change sub category names as they suit your needs. To do it, just go to report sheet and type whatever you like in subcategory cells.
I believe you will need no more info for using this workbook.
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Dear Beat Excel team,
In the Personal Expense Manager, Kindly advice how to change the currency in the Dashboard Sheet Graph.
Which is showing as picture.
You need to unhide “Prep” sheet (right-click on any sheet name and select unhide) and make necessary changes from there.
I find it useful. Thanks for your effort!
hi, how change the category?
in report sheet or prep. i try but i cant select sub category in month sheet..
Hi, you need to select a category first. Only then, sub category will be activated.
Nice effort to create this S/Sheet; thnx!
1.How do I expand/change/Add more catagories?
2.How do I expand the categories’/sub-catagories’ list (currently max sub-cat list is 8).
There is a hidden sheet named “Prep”. You can do those additions by modifying that sheet.
Hi I can’t change the category name. Once i change it i can still select it in the monthly page but the sub categories will not show
How would you go about creating a pie chart with a colour scale inherited from the segment’s value? ie. If an expense segment went above a certain value it would show up as red instead of green.
This would be so helpful to me!
Awesome post! Where can I find the separate tutorial in building one myself?
Unfortunately there is not a tutorial for this dashboard. But you can find necessary information on the site in other posts. Just search “expense manager” and “interactive” keywords on the search bar of the website.
Great effort Boss. You can create the whole customized ERP in excel. Really appreciating.
One thing which I haven’t found is the expense calculation. The expense isn’t calculating in the sheet. Please guide in this regard.
There is a hidden sheet named “Prep”. All calculations are on that sheet.
(Btw. creating a whole ERP on in Excel is impractical, also too much work. A basic MRP may be more reasonable).
Hello melih sir
prep sheet not available pls give me prep sheet
Prep sheet is hidden in the workbook. You just need to right-click on a sheet name and select “Unhide”.
Hi, thank you for the great design spreed sheet. I have few questions like..i Just unhide prep but unable to change the currency type from dollar to Indian ( Rs.) currency
Just select the cell with $ and press ctrl+1. From there, you can easily switch to Rs. under accounting or currency groups.
Hi, great post. I just searched about how to that. I find some articles and videos about changing a picture via drop-down but you made a different thing. In your case, range becomes picture. How did you do that?
I find this personal expense manager to be of great use. I used the prep sheet like you explained above but i can’t manage to find a way in which i could add multiple income for eg: rent from tenants, cash in hand, interest from bank accounts etc. I want to include these income separately to track the way in their spent as well. I might use only one income source to pay for the expenses while the remainder remains the same.
To multiply income sources you can add rows for types of income under income row in report sheet and sum them in income row. But to assign expenses to incomes needs another design. I think it can’t be done with this template without heavy editing.
You may also try: http://beatexcel.com/personal-expenses-manager-2/
It supports multiple income sources.
Can you please tell me how you made the Expense Status chart? I’m trying to learn more about Excel by picking apart your spreadsheet and recreating it. This part I am stuck on.
I’d appreciate your job
Nice Job sir
but please explain detailed or send mail .
insert formula and providing references please clear
I have extended your Personal Finance Manager and have ended up with 16 Expense Categories and 1 Income Category and many Sub Categories. Probably extended too far but it has been a good test.
Tested all of the Categories in each month and have got all working well. Must admit it was trying at times, however, now I am wanting to go live I have an issue with the list Categories and Sub Categories on the monthly sheets
I started each month with the first Category “Household” added each Sub Category and a value in the “Amount” column.
Now I have cleared all of the data, I am not able to bring up the Sub Category after selecting the Category,, it is almost like the Sub Category is remembering the initial Category selection during the test phase.
I cannot work it our. Checked all of the Category Names and the same for each Sub Category and can find nothing that seems to be wrong.
If anyone has a suggestion please help as I am stuck. Will keep working on it in the meantime and if I get a result will post back here.
Found the Solution:
Excel 365: Click in the table, go to Table Design / Tools / Convert to Range.
Then rename the table.
Not sure if it is the best way, but it worked.
Apologies for the copy of War & Peace above.