Hi everyone,
I would like to view my cost on a monthly period so I can accurately work out how much money is committed and how much is free to spend. I would also like to proactively save for upcoming costs.
Is this something that is achievable in PQ or is this not really what this is designed for?
Attached is my proposed data. I'd be grateful for any feedback on how feasible what I am proposing is.
Thank you
Hi Tom,
It's not really what Power Query is designed for. Power Query is for gathering and cleaning data ready for that data to be analysed/summarised in PivotTables or with formulas.
You might find a budget template helpful. Please see this tutorial on where to find Excel templates.
Further down the track, you might be able to use Power Query to help get the actual spend data from your bank statements for comparing to your budget. You might also find this tutorial I did on a Personal Finance Dashboard relevant.
I hope that points you in the right direction.
Mynda
Thank you Mynda, I'll check the dashboard out
