Personal Budget & Cash Flow Dashboard — free Excel template
Track monthly income, expenses, and savings to stay on top of your money. Free .xlsx with formulas. Tracks Monthly Net Cash Flow, Average Monthly Income.
Finance · dashboard · Free for your own use · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Monthly Net Cash Flow", "Average Monthly Income" and "Average 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 plan and monitor your personal budget, cash flow, and savings month by month. Enter each income and expense transaction with its category, method, and amount. The summary KPIs and charts will help you visualize where your money goes and how much you are saving. Review trends regularly to adjust spending, grow your savings, and avoid cash shortfalls.
Free to download and use in your own work and inside your own company — including commercial work. Reselling or redistributing the file is not allowed. Full terms at sheetlyai.com/license. Read the license.
Use cases
- Visualize indicators like "Monthly Net Cash Flow" and "Average Monthly Income"
- Make faster decisions based on "Average 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
- Average Monthly Income
- Average 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
- 44 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 42 rows × 21 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.
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