Annual Personal Savings & Investment Growth Dashboard — Excel template with real formulas
Track yearly savings, investments, and progress toward your financial goals
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.
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 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)