Comprehensive Personal Finance Dashboard
Track bills, savings rate, and net cash flow in one simple view. Free .xlsx with formulas. Tracks Monthly Net Cash Flow, Monthly Savings Contributions.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Monthly Net Cash Flow", "Monthly Savings Contributions" and "Savings Rate" 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 organize your monthly income, expenses, and savings while tracking upcoming bills and key cash KPIs. Enter each transaction with its date, category, and whether it is income, a bill, or another expense. The dashboard summarizes your net cash flow, total savings contributions, and savings rate, while the calendar view highlights due dates for bills. Update the file regularly to stay on top of your finances and monitor trends over time.
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 "Monthly Net Cash Flow" and "Monthly Savings Contributions"
- Make faster decisions based on "Savings Rate"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Monthly Net Cash Flow
- Monthly Savings Contributions
- Savings Rate
- 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 38 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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