The Excelypedia personal finance tracker helps you to understand where your money is going and how to get the most from it. Take your data, categorize it, and analyze how it evolves over time.
How this net worth tracker for Excel works
1. Update the data tab
The Data Tab includes the rows in a table that we need to complete. For each month, check your account balances and update them in this file. It’s ideal to enter the amounts on the same day of each month.
You can even add new lines to this view. Add new accounts on each line and the file will automatically update.
2) Double Check Your Data
Make sure to do all of the following as you fill out your data
- Debt amounts, such as credit cards or loans should be entered with a negative sign.
- Every account should have an account type, such as savings, credit card, or loan.
- Add new date columns by simply typing out to the right. Excel will automatically expand the table (screenshot at right)
3) Press Refresh
Your data is added to the workbook, but we need to refresh the workbook so that it shows in the dashboard.
Use the Data > Refresh All option on the ribbon to refresh the data, and then it will appear in the pivot table on the dashboard (next step.) Anytime you change the data on the tab labeled Data, make sure you refresh the workbook.
That’s it! Jump to the “Your Net Worth Tracker” tab to see your financials.