Annual Personal Budget & Net Worth Dashboard — free Excel template
Track monthly budget, savings progress, and net worth over the year
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Annual Income", "Total Annual Expenses" and "Savings Goal Achievement" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps individuals plan and track their annual budget, monthly savings, and overall net worth. Enter your income, expenses, savings contributions, and asset and liability values for each month. Review the KPIs to monitor savings goal progress, expense efficiency, and changes in net worth. Use the comparison section to see spending patterns across major categories and adjust your budget as needed.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Annual Income" and "Total Annual Expenses"
- Make faster decisions based on "Savings Goal Achievement"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Annual Income
- Total Annual Expenses
- Savings Goal Achievement
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 15 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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