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Beginner

Using Excel to Build a Personal Tax Saving Tracker

A hands-on course for salaried professionals and first-time taxpayers who want a spreadsheet that actually tells them where they stand. You will build a working Excel or Google Sheets tracker from scratch: income and deduction inputs, an old-regime versus new-regime tax calculator, and a dashboard that shows how much more you can invest before the financial year closes.

Old vs New Tax RegimeSection 80C and 80D DeductionsExcel Formulas for Tax SlabsPersonal Finance Tools

MODULES

4

DURATION

~2 hrs

TRACK

Tax & Wealth Planning

What You'll Master

How to decide between the old and new tax regimes for your own income

How to structure an Excel sheet to capture salary, HRA, and other income cleanly

How to track Section 80C, 80D, and other deductions without missing anything

How to write nested IF formulas that calculate tax liability under both regimes

How to use data validation and conditional formatting to catch entry errors

How to build a dashboard showing your remaining deduction headroom before March 31

How to update the tracker each financial year as slabs and rules change

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Understanding Your Tax Profile Before You Build Anything

3 Lessons

Old Regime vs New Regime: Which One Applies to You10 min read

Mapping Your Income Sources and Deduction Eligibility8 min read

Setting Up Your Spreadsheet: Sheets, Structure, and Naming Conventions7 min read

Building the Income and Deduction Input Sheets

3 Lessons

Structuring the Income Sheet: Salary Breakup, HRA, and Other Income12 min read

Section 80C Tracker: PPF, ELSS, EPF, Life Insurance, and More12 min read

Section 80D and Beyond: Health Insurance, NPS 80CCD(1B), Home Loan Interest10 min read

Automating the Tax Calculation

3 Lessons

Writing the Old Regime Slab Formula with Nested IF Logic15 min read

Writing the New Regime Formula and Building a Side-by-Side Comparison12 min read

Data Validation and Conditional Formatting for a Cleaner Tracker10 min read

Making the Tracker Actionable Through the Year

3 Lessons

Building a Deduction Utilization Dashboard10 min read

Common Mistakes That Break Tax Trackers, and How to Audit Yours8 min read

Updating the Tracker Each Financial Year: Slab Changes and Budget Updates7 min read