Most people do not have a spending problem — they have a visibility problem. The Personal Finance Dashboard turns raw transactions into a clear picture of where your money actually goes, in about ten minutes of setup.
Enter or paste your transactions once; categories, monthly charts, savings rate and budget alerts update themselves. It works identically in Google Sheets and Microsoft Excel.
Inside the dashboard
- KPI panel: income, spending, savings rate at a glance
- Auto-categorizing transaction log with dropdown categories
- Budget vs. actual tracker with over-budget highlighting
- 12-month trend charts and savings goal planner
What you get
- Google Sheets link + Excel .xlsx file
- Pre-filled sample data (plus a blank version)
- 5-minute setup guide + in-file instructions
- Lifetime free updates
Frequently asked questions
Do I need to enter transactions manually?
You can, or you can paste a CSV export from your bank. The dashboard categorizes recurring items automatically, and you can set rules for the rest.
Does it work in Excel, or only Google Sheets?
Both. Your purchase includes a Google Sheets link and a native Excel .xlsx file, tested in Excel 2016 and newer.
Can I use it for a side business too?
Yes — many customers keep a personal and a business copy of the same dashboard.