Step 1: Prepare Raw Data
Add columns for Date, Category, Description, Income, and Expense. Format Date properly and convert monetary fields into Currency format.
Step 2: Convert to Table
Select your dataset and convert it into an Excel Table. Choose a clean style and remove unnecessary banded rows for professional formatting.
Step 3: Add Calculations
- Total Income using SUM()
- Total Expense using SUM()
- Net Savings = Total Income – Total Expense
Step 4: Insert Pivot Table & Chart
Create a Pivot Table from the dataset and generate a chart to visualize income vs expenses. Hide unnecessary filters for a clean dashboard look.