Comprehensive Personal & Household Finance Dashboard

All-in-one budgets, cash flow, and reconciliations with multi-language support. Free .xlsx with formulas. Tracks Monthly Net Cash Flow, Savings Rate.

Finance · dashboard · CC0 · Public domain · Built by Sheetly AI

About this template

This finance dashboard brings together indicators like "Monthly Net Cash Flow", "Savings Rate" and "Total Monthly Expenses" 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 track personal and household income, expenses, and savings across multiple accounts in your local currency and calendar. Enter each transaction in the Data sheet with category, language, and currency details to feed dynamic dashboards for budgets, cash flow, and reconciliation. Compare planned versus actual spending, monitor net cash flow by month, and keep an eye on savings progress at a glance. Adapt category names and language fields to match your preferred locale while maintaining consistent tracking for your entire household.

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 "Savings Rate"
• Make faster decisions based on "Total Monthly Expenses"
• 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
• Savings Rate
• Total Monthly Expenses
• 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
• 42 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
• Sized for real data: up to 39 rows × 18 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.

Download the .xlsx free

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