Annual Personal Finance Roadmap Dashboard — free Excel template
Track income, expenses, savings, debt payoff, and investments across the year
Finance · dashboard · CC0 public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Annual Savings", "Total Debt Paid" and "Total Invested" 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.
Released under the CC0 license (public domain): download, edit and use it freely — including commercially — with no attribution required.
Use cases
- Visualize indicators like "Total Annual Savings" and "Total Debt Paid"
- Make faster decisions based on "Total Invested"
- 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 Savings
- Total Debt Paid
- Total Invested
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)