Annual Personal Savings & Investment Growth Dashboard
Track yearly savings, investments, and progress toward your financial goals. Free .xlsx with formulas.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Savings Contributions YTD", "Total Investment Contributions YTD" and "Portfolio Value Growth Rate YTD" 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.
Use this template to monitor your monthly savings contributions, investment growth, and overall progress toward your annual financial goals. Enter each month’s savings, investment contributions, and estimated investment value to see how your total net savings grows over time. Compare actual results with your annual goal to understand if you are ahead or behind plan. Review the KPIs and comparison chart to adjust your saving or investing strategy as needed throughout the year.
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 Savings Contributions YTD" and "Total Investment Contributions YTD"
- Make faster decisions based on "Portfolio Value Growth Rate YTD"
- 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 Savings Contributions YTD
- Total Investment Contributions YTD
- Portfolio Value Growth Rate YTD
- 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 × 7 columns already laid out and formatted.
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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