Personal & Household Finance Dashboard — free Excel template
Track monthly income, expenses by category, and key financial KPIs. Free .xlsx with formulas. Tracks Monthly Net Savings, Savings Rate.
Finance · dashboard · Free for your own use · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Monthly Net Savings", "Savings Rate" and "Expense to Income Ratio" 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 organize your household income and expenses by month and category, then review the key KPIs at the top for quick insights. Enter each transaction with its date, type, category, and amount, and update the monthly summary fields as you go. Review category totals to identify savings opportunities and monitor your savings rate and expense ratio over time. Update the dashboard each month to build a clear history of your personal and household finances.
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 Savings" and "Savings Rate"
- Make faster decisions based on "Expense to Income Ratio"
- 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 Savings
- Savings Rate
- Expense to Income Ratio
- 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 37 rows × 17 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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