Personal Finance Dashboard
Know exactly where your income and expenses stand each month, without juggling a separate spreadsheet for every category.
Add your income and expense entries to the Data tab and refresh. The dashboard rolls up total income, total expenses, and closing balance, breaks down income and spending across seven categories including salary, rental, EMI, insurance, and dividend, shows each category's share of your income or expenses, and tracks income versus expenses month by month. Filter the entire dashboard by month with one click. Fully editable to update your own income and expense amounts each month, one-time purchase, no subscription required.
Dashboard Features
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Executive Summary Gauges: Total income, total expenses, and closing balance at a glance
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Category Breakdown: Income and spending ranked across seven categories, from salary and rental to EMI and insurance, each with its share of income or expenses
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Cash Flow Waterfall: See how each category builds up to your closing balance, step by step
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Monthly Trend & Filter: Income versus expenses tracked month by month, filterable by month
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
- Executive Summary Gauges: Total income, total expenses, and closing balance at a glance
- Month Slicer: One filter connected to every chart and KPI
- Category Breakdown: Income and spending ranked across salary, rental, EMI, insurance, broadband, dividend, and bonus
- Cash Flow Waterfall: Category-by-category build-up from salary down to closing balance
- Monthly Trend: Income versus expenses tracked month by month
Package Details
- Personal Finance Dashboard (.xlsx)
- Sample Dataset (.xlsx)
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.
