Personal Finance & Goals Dashboard
See your income, spending, savings, and investments in one place, and check your progress against a savings target and your own financial goals.
Built for individuals and households who track their money in Excel. Enter each transaction on the Data sheet as Income, Expense, or Investment and click Refresh. The dashboard shows total income, expenses, savings, investments, and net worth (savings plus investments), your savings rate against a 30% target, expenses by category, investment allocation, monthly income versus expenses, and your top expense categories. A separate Financial Goals sheet tracks progress toward each goal you set. Filter the dashboard by year and month. Fully editable. One-time purchase, no subscription required.
Dashboard Features
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Income, Expenses & Net Worth: Total income, expenses, savings, investments, and net worth (savings plus investments) at a glance
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Savings Rate: Your savings as a share of income, rated against a 30% target
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Spending & Investment Breakdown: Expenses by category with each share of the total, your top expense categories, and how your investments are split
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Financial Goals Tracker: Enter a target and the amount saved for each goal and see how far along you are
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
- KPI Cards: Total income, total expenses, total savings, investments, and net worth
- Savings Rate: Savings as a share of income, rated Good or Bad against a 30% target
- Income vs Expenses: Monthly income and expense trend
- Expense & Investment Breakdown: Expenses by category with share of total, top expense categories, and investment allocation
- Financial Goals: Target, amount saved, and percent complete for each goal, on its own sheet
- Summary Table: The pivot summary that feeds the dashboard
- Interactive Filters: Year and Month slicers
- Controls: One-click data refresh and full-screen view toggle
Package Details
- Personal Finance & Goals Dashboard (.xlsm)
- Sample Dataset (.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.
