Personal Finance Dashboard (Excel Spreadsheet)

Microsoft Excel Required

Full YouTube video tutorial here: https://www.youtube.com/watch?v=KazfqGwdxMM

Welcome to the Personal Finance Dashboard!

This Personal Finance spreadsheet template was designed and programmed to allow for the maximum amount of customizability, allowing you to set it up based on your unique situation.

You can set up the following amount of Custom entries for each of the following:

• 15 Income categories
• 15 Expense categories
• 15 Asset accounts
• 15 Liability accounts
• 15 Retirement accounts

After you go through the initial Setup, you'll just need to enter in your Monthly Income and Expenses, as well as your end of Month balances for each of you Financial accounts you want to track.

Throughout the year you will be able to track your financial goals with a powerful set of analytics graphs/tools:

• Monthly Balance Sheet over time (Assets, Liabilities, Retirement)
• Monthly Cash Flow over time (Gross Income, Tax/Expense, Net Income)
• Yearly Financial Review (Gross Income, Taxes, Expenses, Net Income)
• Expense Breakdown (Pie Chart breakdown of Expense categories)
• Current Net Worth
• Total Income and Total Expense entries