Part 4/7:
After inputting your transactions, it's time to build a report using Excel's pivot tables. Even if you're new to pivot tables, this function helps you summarize your data effortlessly once your data is well-structured.
By selecting the existing worksheet and using the pivot table feature from the Insert tab, you can arrange your categories and subcategories alongside your incomes and expenses. Apply conditional formatting to enhance visibility, such as creating data bars to represent values visually.
Don’t hesitate to create multiple pivot tables showing income, expenses, and net savings. Each pivot table can be highlighted and formatted according to specific categories, making information easy to interpret at a glance.