Personal & Small Business Finance Control Dashboard
Track income, expenses, and cash flow for personal and small business use. Free .xlsx with formulas.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Income This Period", "Total Expenses This Period" and "Net Cash Flow This Period" 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 record all income and expense transactions for your personal and small business finances in one place. Update the Data sheet whenever money comes in or goes out, and categorize each transaction consistently. The dashboard KPIs and charts can then summarize your monthly cash flow, spending by category, and profitability. Review the indicators regularly to adjust budgets, reduce unnecessary costs, and improve overall financial health.
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 "Total Income This Period" and "Total Expenses This Period"
- Make faster decisions based on "Net Cash Flow This Period"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Income This Period
- Total Expenses This Period
- Net Cash Flow This Period
- 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
- 39 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 × 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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