Personal & Household Budget Finance Dashboard
Track monthly and annual cashflow, spending categories, and savings KPIs. Free .xlsx with formulas. Tracks Annual Net Cashflow, Average Monthly Savings Rate.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Annual Net Cashflow", "Average Monthly Savings Rate" and "Total Annual Spending" 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 all personal and household income and expenses by date, category, and payment method. Enter each transaction on the Data sheet, and the dashboard will summarize monthly and yearly cashflow, savings rate, and top spending categories. Update it regularly to compare your actual spending against budgeted amounts and spot trends. Filter by month, category, or account to get detailed insights into where your money goes.
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 "Annual Net Cashflow" and "Average Monthly Savings Rate"
- Make faster decisions based on "Total Annual Spending"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Annual Net Cashflow
- Average Monthly Savings Rate
- Total Annual Spending
- 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
- 49 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 46 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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