Personal & Household Finance Control Center
Monthly budget, categorized expenses, savings, debt tracking, and cash flow KPIs. Free .xlsx with formulas. Tracks Net Monthly Cash Flow, Savings Rate.
Finance · dashboard · Free for your own use · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Net Monthly 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.
This template helps you organize your monthly household finances by tracking income, categorized expenses, savings, and debt payments in one place. Enter each financial transaction with date, category, and amount to see how your spending compares to budget and how much you are saving. Review the KPIs and category comparisons to monitor cash flow health, savings progress, and debt reduction trends over time. Use filtered views and charts to identify areas to cut costs and improve your overall financial stability.
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 "Net Monthly 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
- Net Monthly 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
- 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 × 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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