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.
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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