Finance Expenses Dashboard
Know exactly where your money is going without building a single formula.
Built for individuals, freelancers, and households who want a clear view of their personal finances. Add your income and transactions to the Data tab, refresh, and the dashboard updates, from category breakdowns to monthly income versus expenses. Powered by built-in macros, the one-click Refresh and Full Screen buttons keep it up to date and presentation-ready. Fully editable to match your spending habits. One-time purchase, no subscription required.
Dashboard Features
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Spending by Category: See living costs, discretionary spending, transport, dining out and more side by side to spot where your money goes
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Monthly Income vs. Expenses: Compare your income against total expenses for every month to see which months you overspend
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Dynamic Month-by-Month Slicing: Filter the entire dashboard to any single month with one click for rapid budgeting reviews
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Checking vs. Credit Spending: See what share of your spending goes through your checking account versus your credit account
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- Spending Categorization: Living Expenses, Discretionary, Transport, Dining Out, Charity, and Medical
- Cashflow Tracking: Monthly income vs. expenses comparison
- Account Split: Checking vs. credit card spending distribution
- Interactive Filters: Month slicer
- Display: Optimised for 14-inch screens with fit-to-screen button included
- Controls: Macro-powered one-click Refresh and Full Screen buttons
Package Details
- Finance Expenses Dashboard (.xlsm)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
