Hi everyone,
I would very much appreciate some help please. I have downloaded the Excel Personal Budget Excel (from here). I am setting up the budget for 1 July 2026 to 20 June 2027 financial year here in Australia. I have entered my budget and figures and will start the transactions on 1 July. The report and analysis tabs show Jan-Dec. I was wondering how I update these to be the fiscal year please. I did have a look at the Excel Slicers for Fiscal year video, but unfortunately I just don't know where to start or even where to put those columns in the Excel Personal Budget download. I would really love some guidance and help please so the report and analysis tabs show the fiscal years. Happy to provide any other information and screenshots.
Thank you so much,
Jules
Hi Jules,
Go to the Data tab > Refresh All. The dates from your transactions table should now be visible in the PivotTable and slicer buttons available. If not, please share your file so we can see where it has gone wrong.
Mynda
@mynda thank you so much for your quick response! PS i love the tracker btw!
Thank you I will give that a go and let you know. If I share my file, which has my personal information on it, will that be made public? I will practice some transactions as well.
With the savings tracker - if I already have a balance as at 1 July I want to add into - should I just add a transaction say 30 June - Holidays $4325 and then start fresh from 1 July. Should I put the goal in the 30 June transaction?
Excel has always scared me, my husband is a whizz! Once this is all set up, I am going to look at doing the courses.