Personal Budget & Savings Planner Dashboard
Track income, expenses, cash flow, and savings goals in one place. Free .xlsx with formulas. Tracks Monthly Net Cash Flow, Total 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", "Total Monthly Income" 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 plan your monthly personal budget, monitor actual cash flow, and track progress toward savings goals. Enter each income and expense transaction with date, category, and amount to see where your money goes. Review the summary KPIs and comparison bars to identify overspending and adjust your plan. Update it regularly to stay on top of your finances and hit your savings targets.
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 "Total Monthly Income"
- 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
- Total Monthly Income
- 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
- 40 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 × 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.
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