Learn How To Create This Amazing Vehicle & Fleet Expense Tracker In Excel Today Part 1

Learn How To Create This Amazing Vehicle & Fleet Expense Tracker In Excel Today Part 1 Hello this is Randy with Excel for freelancers and in this week's training we're gonna be building a dynamic vehicle expense tracker we're gonna have a single click menu at the top we're going to be able to choose from vehicles repairs and maintenance fuel purchases reminders expenses and we're gonna have a dashboard all built into one single application and we're gonna build it from scratch right in front of your eyes I can't wait so let's get started.

Learn How To Create This Amazing Vehicle & Fleet Expense Tracker In Excel Today Part 1

Alright thanks so much for joining me today we've got an amazing vehicle expense tracker we're gonna build right in front of you this is gonna be able to track all of your vehicle expenses we're gonna be able to track reminders things that you want to check for in the future well have a little dashboard it'll cover any miscellaneous expenses fuel costs and whatnot we've got it all covered in this dynamic training I'm gonna do all that and wrapping it all up into a single click tab with shapes up at the top so we're gonna be able to do different sections really a cool single click tab feature on pictures so I can't wait to show that to you before I get started I want to make.

Sure that you have subscribed if not please do so make sure you click the reminder icon that'll make sure you get these free videos each and every week and if you do like these applications I'll include a link down below you can get downloaded for free but if you want 100 for just $37 I've got an incredible zip package full of all of my best training videos actually over 100 of them all the applications in one single zip folder and that's going to include a library so you're gonna be able to single click the video single click to open the application a really dynamic.

Library that's all included and it's only $37 so if you haven't gotten that yet make sure you pick it up while I keep that price low alright I want to get started on this I show you how to create these amazing applications each and every week if you want to learn how to create these applications and turn that into passive reoccurring income I want to help you and that's going to be through our mentorship program go to my excel mentor.com I'm going to show you every single step on how to create these alpha and turned them into income that you can count on you won't get fired from a job again you will never have to worry when you take my mentorship of course I will ensure that you have all the ability to create these applications sell them on your own and that's going to be coming from defining the application all the way into designing your applications.

We're gonna move into the development phase and finally deployment where we're gonna show you how to license and secure protected put it on a website and create cash flow from your website all right that's great that's an our mentorship program I hope you'll join us there all include the links down below so if you want to check that out go ahead alright let's get started on this week's training because we've got so much to cover what I want to do is I want to create a basically a single click application icons at the top and then we'll have about six different options so what I'm going to do is I'm going to save those first two columns just for Adam so you can hide them and this top we're gonna give this a nice different fate just like we do before but I'm gonna format those cells what I want to do is I want to create a really nice effect maybe a fade effect so we'll just use the standard blue code that we usually do but.

This one's gonna be very distinct because I'm gonna create a really really unique feature in this second row here and what that we're gonna do is we're going to be able to give a single click we're gonna have buttons and shapes and that's gonna create more of a horizontal tab feature where we can click we have horizontal tabs and that will click button so what I want to do is I want to put a button here here here and here so we'll put different buttons so it's going to be shapes it'll be really cool I'm gonna use this one for conditional formatting I'm gonna show you how we do that but right now what we'll do is we'll just color all the way down maybe way down just down here at a 91 or something like that we're gonna go way down because what I want to do is create a vertical so we're gonna hide and show rows accordingly so maybe on the first row.

We're going to show different vehicles I want to have multiple vehicles and I want to start that off so maybe in d5 I want to put a vehicle list here so this is gonna be our first tab vehicle list so let's just say Car one so we'll this car one I will just go down you know a few different cars I'm going to change that so basically I want this to have a car list and will include maybe we're gonna go I want this first group to be stuff from let's say for two we'll go down to line 16 so I'm just gonna create a border around that and that'll be our first group because I want different groups so basically what I want to do is I want to create different groups so basically I.

Want to create different groups here so our first group are here and here and here and here and then each what we're going to do is we're gonna hide the rows and then we're gonna go to the second group hide the rows and go to the second group so this first group I want to call this vehicles so let's just write that out vehicles that's going to track all of our vehicles here so I'm gonna merge and center that across and then what we're gonna do is we're going to duplicate that across each one section and each section is gonna have a different name so we can track all the different types of expenses for those vehicles and let's make that a little bit larger so we can see it.

Okay that's nice I like that and I want to do the same thing for for the next and the next one I want to create a repair section so what we'll do is we'll do this and then I want repairs this one's going to be repairs and expenses okay so one truck repairs and expenses okay but not obviously this one's not gonna have a vehicle list and then the next section what I want to do is I want to have fuel purchases and tracking and so what I'll do is I'll just copy this here and then we'll bring it down here and we'll bring this down we can we can extend this gray also so this one's going to be fuel purchases and tracking because I want to track all the fuel purchases.

And tracking and what about the next one I also want to know information about reminders I want to keep track of if there's an oil change needed or if there's some kind of maintenance that's regular I want to know that so the best thing to do is do remind us who's going to be a little bit larger though because I want to track multiple reminders so let's go down about 260 here and I'm going to format that cells put a border around that just temporarily so we can keep track of the different sections and we're gonna call this one reminders just call it reminders merge the center again I'm gonna just going to copy this here and then paste it down here because I want to make sure it's the same size and we call this reminders so we're going to have reminders of different aspects of.

Our car maintenance that we want to keep track of so lastly I want to have meter tracking and then we'll put in reports so meter parking it's gonna be the same as purchasing tracking means I wanna track I want to know the meter you know for how many kilometers did it go and what dates and I want to keep track of all of that and so we'll call that meter tracking and each one of these are going to be a tab so that way we're just gonna see only one section at a time and then last thing I want to complete dashboard I think that's gonna really help us so I want to know all the costs for a particular car all of the different leaders and the information fuel and repair expenses so I.

Want that so vehicle dashboard okay that's gonna round it out now we've got our sections so what I want to do is I want to display only one of these sections at a single time and I want to use a tab to do that and so make sure we have all of our tabs on correctly we can make this one a little bit larger I think we're gonna need some more room for this so let's go down to say ninety all right I'm gonna format those cells and I'm just gonna bring it up what I'm gonna use this blue color all the way down here and just that's gonna be enough that'll cover our dashboard we'll give it.

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    A little bit larger dashboard here so we've got it covered okay I'm gonna form out those cells again alright now that we've got our basics what I want to do is I want to enter some shapes and

    I want to basically have a single click so as we click on each item here dead rows show and hide accordingly so let's give it a title of course we need to need on our application and we also need some icon so let's gonna call this vehicle expense tracker okay and then I'll just merge the center that give it a font increase the font up and then I'll just use a specific font that I like okay so.

    We've got our vehicle expense tracker and let's put in some icons and some buttons now so we can build this out and see just how we're going to do that so I'm gonna insert some pictures and what pictures drawn I've got some pictures here saved up in for this one so let's bring them all in just for this application so I'm gonna bring it everything but the cars we're gonna add the cars in a little bit later on that's per particular car we're gonna be allowed to show car pictures okay good now I'm just gonna bring those Heights down something a little bit more manageable alright good so we have this we're gonna use this for our buttons I want to be able to add vehicles we're gonna use this also and I want to use days for reminders this is for our button so I'll start.

    Separating these here so we know exactly what we want to put in I want to be able to add vehicles I want to be able to show a dashboard I want to show reminders so this is gonna be a very comprehensive application so I can't wait to show it to you and bring it to life right in front of you I'm gonna use this for our vehicles and I'm use this for our main logo here just so we can see that that's nice give it not too much because I want to save room for our buttons now I want to create a background for the but okay so let's do just that what I'll do is I'm going to insert it basically a square shape is what I want for our backgrounds and something like this and I'll keep.

    It about point and let's see let's point some more and then make it a little bit a little bit bigger point in 94 okay so we have that let's give it a color that's a little bit different something like that perfect so that's what I want I want to duplicate I'm gonna have about six buttons just that shape so let's duplicate that six different times and we'll bring them slide and I want to actually let's change the border on that I want a border consistent with our theme here so I'm gonna right click format the object and we'll give it a border of let's see a line color solid line um use.

    The same color here okay that'll be good that's exactly what I want let's duplicate it we want one more button and so basically what I want to do is I want to put these icons on top of these buttons and use these buttons to control the tab you can do this in your application as well so we're gonna have six of them different total and I want them to line up here according to the columns just put them up here line them up all the way so okay so now we've got our our buttons here and then on top of these things I'm going to put the card the maintenance then I'm going to pull it probably the fuel because I want to know the fuel and then I want to pull it reminders and then the.

    Last thing is the reports and I think this one we don't use okay so that I've got that there now let's sighs these accordingly I'm gonna hold down the control I want to bring them to the front so I'm gonna do format bring forward and then bring to the front and then I'm going to align them let's give them bigger 0.6 and that's pretty good right there okay and then what I want to do is I want to bring them basically on top of these buttons just like this nice and big and nice and clear so we can see them accordingly okay I like that and now all we need to do is Center them so.

    I'm gonna hold down the control and I've got my shortcuts here Center and center and I'm gonna do the same thing here and then I'm gonna group them right to their center and then they can act as tab buttons it's gonna be really cool so when we select these it's gonna open up those individual tabs accordingly so all we need to do is again make sure they're centered and then we'll group them so I hold down the control move and now we can group them normally we'll name them I'm just gonna group them now so that ways they stayed together and then I'm gonna group them one more time and do a single menu here so just using my shortcuts here you can put your own shortcuts at the top things that you use often should always be at the top here and that's what I tried to do here alright it looks good we're all grouped together now and now all we need to do is just line them.

    Up and I'd like to line them up according to these columns and I'm gonna bring them down but I want to make sure that they're aligned to these columns that looks good right there so I'll just bring it down and then I'm gonna align them together just like that and then I'll do the same thing because that way they're nice and tight and all aligned together and I'll show you why we're gonna align them to the columns I think it's very important as we align them accordingly because we want the column I'm going to use a conditional formatting to show which one's open it's a really cool effect and basically we're gonna use the row below and conditional formatting it's going to show us which tab is open so I think it's gonna be really helpful something very unique too as well to the.

    Art training here that's why I'm lining them up according to the columns you notice how J is exactly aligned to this column and all them in a double check I'm gonna line them and I'll show you a trick to do that so basically when we wanted to line up I want to align this column up exactly as it is this looks good you see how they were lined up perfectly perfect here okay we're good so that's exactly what I want now once I have all this on again I'm gonna hold down my control and group and the second thing the first thing you want to do is group second most important thing especially when you have sizing size and properties and always go into the properties and move but don't slice that way if the columns move these two shapes don't move so now I'm also gonna raise it up and I want it exactly aligned to disk right out see this row here I want it aligned.

    Why is that because I'm gonna use conditional formatting here here and here to show which tab so notice it's a little bit too high I want to bring it down right on the border there right

    There so that way if we have a border here it's gonna line up accordingly right so I want to know which tab was open as we click these if we click this vehicles is going to show up if we click this repairs and maintenance is going to show up and so on and so forth for all six different tabs and conditional formatting is gonna help us do that so we're gonna be able to understand how that works through conditional formatting so let's get into that and let's show how we get this tab and.

    Let's make this functioning before we add in our buttons we'll keep these up here we're gonna add in some buttons very very soon all right so how do we apply that conditional formatting well the first thing I want to know is what selected tab should be open and let's just put that here we'll call this selected tab and then I'm just gonna put let's say five right it's gonna be five six seven or eight it's based on the column II would be five based on the column equals column right so you see that's five the next one six and so on so when this turns five what do I want to happen I want to give it a special effect what kind of effect let's highlight all of the cells in which we want to apply the conditional formatting manage rules and then create a new rule and I'm going to.

    Go into format and I'm going to use a formula I should say and I'm going to use a formula equals call them what column is this actually equals B 3 is equal to what column right column is the one we want to focus on now what is the format of what I want to do is I want to blend the bottom of the button here with the top of the cell so I'm gonna give it a format I'm gonna give it a fill and a fill effects now the bottom of the button is probably about this gray here I think it is all double checking about this gray here and then the bottom of course is the background or so so I want to give it that blend like that but I also want to give it a border I want to I want to give you the border that same blue on the left and the right and I want to make sure.

    The bottom on the border is no longer there I'm gonna hide that bottom on the bar so something like this let's take a look at that and see how we did that's pretty much what I want the buttons a little bit high I'm gonna bring that down just a little bit like that that's what I want that's the effect what I want right so when this changes to 6 you see how it changes that's what I want so it ties it in you see how that tab works really nicely as we change it but that's exactly what I want so as we click on the tab it's gonna give us that nice blend effect it blends from the button.

    Into the background and gives it a nice look and notice how all the borders are the same they're all lined up that's why we wanted to line up the buttons with the borders you see how that works right so as soon as we hit 9 it's gonna load in that button and the last one 10 so double-check that they're all working that's the effect that I want perfect okay so we have that and we'll have to adjust it accordingly I'm gonna have to remove this border down the line just so we can see it but that's a nice effect I'm gonna do the same thing here with the cars on when we select a car I'm gonna want to know so let's give these a specific border I'm gonna give this one and we're gonna be able to add cars add pictures it's gonna be really cool so we're going to give this to Phil effect will use the same Phil effect that we do the same theme as our what we're working on.

    Here which is just blue in this case and we'll reduce that and I want to do the same thing for cars but basically what I'm going to do is let's say we have about up to 10 different cars so I'm gonna format these I'm gonna give it the standard format Phil effects and I'll do vertical this time I'm going to use the same colors but I'm gonna do a vertical so I'm going to do something like this and then we'll do light to dark dress now there's going to be conditional formatting so when I select a car here I want the reverse to go in so let's actually create some borders around those again it's just like formatting the cells and just more colors I'm going to go into the border.

    And then use this same border all the way around here and then what we're gonna do is we're gonna do conditional format it's going to give it that effect so we also have to know what the car row is the selected car rule put that in six selected car when we select a car I want those details of that car to show up right here so wondering when I select the car I'm gonna need to know so let's just say we choose six right and what I wanted we choose six I want conditional formatting to apply to these again so let's do that let's highlight all the rows go into conditional formatting and we'll clear eight a new rule and this time we're going to use row so this is going to be equal B.

    Six row and then open and close parentheses format what is the format again I'm looking for some kind of a blend so I want to go to the fill effects I'm going to use this medium to this light and I want this to blend vertically into the background so I'm gonna use this remember the right one the lightest one is our background color so when we do that we get that effect but there's one another thing I want that border on the right to be gone so let's go back into the conditional formatting just like the board has gone up here edit the role format going to the borders and remove.

    This border here now when we click OK and click OK now we want that's what I want so when it changes the car - it changes perfect so as we select on a specific car it's going to change let's add some fields well cut what we want to know about our car well I want to know the car name and then we want to know the plate number right the license plate number we'll need that that's probably important I also want the make and maybe the model and we want to know the type of the car cuz I buy here and seats if we're running some kind of a company that might help us and then maybe some notes down here okay that's basically what I want to do is on highlight these I'm gonna write justify them.

    And then I give them I think we'll go without the board and then what I want to do is just hold down the control and then we'll even with the notes and I'll increase that notes field that should be much bigger and then format those cells and then we'll do the same border colors we have this is gonna give us a nice clean look all the way around it and that's fine that's good enough and then notes I want big something like that's a merchant center left and upper and then we'll format the cells.

    Make sure those borders are all set just as we wanted them okay that's gonna fill out our thing but I do want also so I do also want a picture on that so let's set some room for a picture because it's nice to have a vehicle picture so I'm gonna merge and center this and call this the Hickel picture and actually I can use the same formatting so we're gonna format those cells same colors that we do so just that Phil Phil effects and we're gonna go into that same blue just so we have the same theme colors and same as the vehicle list up there I want to use the same type of film so good.

    So let's control these make sure they're centered both and then bolt alright good that's gonna give us it and then I give it a border around here and I want to make sure we give it all the way around format the cells and I'll put a button set down below so give it a border here all the way around and that's good and now I want a button set probably I'm gonna put the picture in here and so I want the button set down here so let's again format those those put a border around this also alright so what kind of button so I want to be able to add a picture and clear a picture we can use this same button set now I'm going to ctrl C and control V because I want it outside if.

    It's ctrl D it's going to be inside okay inside the group meaning control D will keep it inside the group control C and V outside the group so I'm going to put one this is going to be our add a picture and then I'm going to control D again and I want to be able to clear the picture using these two buttons here all right that looks good I'll just size them accordingly so that they're don't overlap and it should be fine find the way this alright so we're gonna have ad let's write in ad picture and then I'll give it a format let's see format in the both center and then right and then middle there that's what I want and bold and give it a nice let me give it a little bit of a.

    More clear alright good so we have that and then I'm just gonna call this clear now all we do is we need to add the icon so I'm going to put this icon here and I'm going to bring it to the front of course we need to in front and then I'll do the same thing with this also need to bring that to the front too and this is going to be called add picture okay I like that's nice and big buttons nice and clear and that looks good so we have that and let's just Center everything holding.

    Down the control only now make sure everything's nice and in the middle aligned middle here that's gonna be everything and then we'll group so I'm going to group these and then I'm gonna group this then we'll assign macros that's gonna help us add a picture to the car each individual car is gonna have a different picture so it's gonna be very helpful okay I like the way that looks let's save what we've done and then I'm going to left justify all of these here left justify and again this one's left an upper alright it looks good now our vehicles is clearing out so also what I have here's some data I have a vehicle list that's gonna help us move things are forward.

    I have an expense list with some data already some dating here some expense types a fuel log that's gonna be helpful I've got some reminders here already set up for us and I also have some meter tracking just some data so that's all the data it's gonna help us bring this application to life and I've also got some named ranges set up for us all automatically to help move things along cuz these trainings are long let's take a look at some of the names so I've got I've got a dynamic field for vehicles let's take a look at this it's using offset and it's called vehicles and that's.

    Going to cover all of our vehicle as as this grows its going to grow as well now remember you want to use your header row a three and then move rode down why do we want to use a three because when there's no data it will not return an error so keep that in mind use the header rows in your name range but make sure you don't include that when you're counting or don't starting from that really so when you tab out and tab back in you'll see that the dancing ants part of the data okay so I've got that what are their named ranges while we're in there so I got I've got expense amount that's a that's a gonna track all of our expense amount I've got expense date that's gonna track.

    All of our expense date expense type and expense vehicle again all tracking in our expenses because we want to know what all the vehicles what all the dates the amounts and all of our expenses so those uses the same offset and named range of course you can download it and take a look at it but I've been out a few times before just want to make sure these strings are each unique for you we have expense types which I'm gonna get to I'm gonna put those in and I did I didn't add those in but I'm gonna add them in between a 19 and a 25 let's do that now 819 let's put some expense types in there so we can you know I have an expense list so let's just drop down 16 and we'll call this our expense type I'm gonna copy these go into visit middle and I'm gonna right click and paste those.

    In here so now when we go into name manager and we go into expense type we see we have our dancing apps and it's an offset so we can add more expense types of that if we want we can add more so we got oils tires repairs ok good good so we have a list of system expense types gonna help us you can add to that but this is the name of the car so what else do we want to create we want to create Rhys pairs and expenses so we also want to create these tabs let's get these tabs built out so that.

    We can then build out our intersections using the tabs how do we do that well we write a macro what I want to do is when I click click here right this is going to change to 5 right when I click here this is gonna change to 5 and I want this to display and what else I want when I click here I want this to display but let's get our buttons in so we can get all this built in so we know exactly what we're doing what do I want with repairs and expenses I want to track the repairs and expenses I think it's really important that we track well first we need to know what car we're tracking so that's really important so in f19 we're gonna track the car let's again call it vehicle and then.

    I want the vehicle here and then I want the date what is the date of the expense and then next up I want the amount what is the amount of the expense that's very important I also want the expense type remember we have expense types here so we need to know what the expense type and we need to know the vendor if there's a company that we purchased it from that's also important ok so we have those let's hold down the control right justify those here and then what we'll do is I'll just put in the field some white fields with the border in fact I can just copy this here hold the control.

    And just paste it right down here ok good and of course the vendors I'm going to merge the center that I want a larger field for that and then also again so let's put in some notes for the expense it's always nice to have notes so merge and center that here I'm going to create a larger field all the way down to 28 merge and center that color white give it some borders we can also set the borders here our color that we're using commonly so I'll set that and then we can just return our borders here and then here ok so that's going to be helpful now that we have the notes again.

    Left just right justify this here so we have all this information that's going to really help us determine it but what about the vehicle we're gonna use the dynamic we're gonna use the data validation for that so let's create that because I want to select from a list of vehicles and what are those vehicles it's going to be equal to vehicles and then just enjoy that so now we have a drop-down list of vehicles and these vehicles actually what I really wanted to do is I'm gonna link these vehicles to this vehicle list so how do we do that I'm just gonna copy 10 of them ctrl C I'm gonna copy those and I'm gonna paste the link so that way when the vehicle name changes so does.

    It here so in this list as we click this list we want the vehicle information and the picture to show up here so it's going to be multi tab we have vertical and horizontal really cool really different let's create some buttons some more buttons we want to do is we want to be able to add that vehicle right and we want to be able to save that vehicle so that's really important so let's click on here I'm gonna use this one also here I'm going to copy this a little bit smaller than this I'm gonna add a vehicle and I want to also save a vehicle so let's put point to just call point to so we have our button here and I'm gonna copy this button here but I want to make it a little bit smaller again I'm using control-c so it's outside the group and I'm going to format.

    That let's put the height down at point two five that's a little bit more picture and we'll call this add vehicle keep them going to keep it real simple and I'm going to duplicate this and we're going to call it's a vehicle so all we're doing is we're adding or saving pretty simple will add up to 10 and I'll add this to the add and then this is going to be to the save and then I'll move these two buttons click on both and then move them to the back all the way to the back and that's going to bring those icons up to the top that's what I want okay perfect so we've got the.

    Ability to save and save vehicle and add vehicle these two buttons are not going to show up at the same time so we can put them right on top of each other I'm gonna line the middle I'm gonna group them and then we're gonna call it save vehicle but and then another one we're gonna call this add vehicle button again I'm going to Center you can use this group them and call this add vehicle ok so we have those we're gonna be able to add and save them with these buttons and I'm gonna.

    Hold the ctrl again on these two groups here and then I want to make sure they're both aligned in the middle and both lines and send them bring it over here probably something up to the left that's what I want here that's nice so this like but what I want to do is I also want to make sure that these buttons are now grouped all together in other words when I click another one I want to make sure that these buttons don't get messed up so when I click on any other tab I want these buttons to be hidden so we have to do that one and make sure we do that to do that let's group them so we're going to call this I'm gonna call this vehicle group because we know it's a vehicle.

    Group and so that way they get hidden and we'll do the same thing for the each of the other tabs what do I want I want these repairs maintance I'm gonna copy this icon and I'm gonna put it right here I want that - no it's repair zone I cuz I'm gonna do the same thing for each one of those copy the fuel and put it right here we're going to be adding some fields for the fuel for the reminders as well I'm gonna copy that and I'm gonna put that right down here and then two more of course we want to have the meter tracking all the way down here under the meter and then the last thing I want the dashboards here so we can create a really nice little dashboard here just a small one it's gonna gonna show one but you can expand yours because this is gonna be long enough.

    Video as it is okay so we get to see we have those and so let's do that let's get this up and running let's get these tabs up and let's get these fields we got a few more fields that I want to add in I also want to know the vehicle and let's just copy what we've done here and copy that down here and then just make some changes accordingly okay so in this case we have fuel we also have date on this one I also want the amount but this time it let's call this unit and I want to know the unit of fuel is that gallons leaders whatever it is so that's I think that's kind of nice quantity and.

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