Premium Personal Finance & Budgeting Dashboard
Track multi-currency budgets, expenses, and savings with a calendar view. Free .xlsx with formulas. Tracks Total Income (Period), Total Expenses (Period).
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Income (Period)", "Total Expenses (Period)" and "Net Savings (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 track all your personal income and expenses across multiple currencies and categories, while monitoring your budget and savings goals over time. Enter each transaction with its date, type, category, currency, and amount, and optionally assign it to a month and budget group. Review the KPIs to understand total income, spending, savings rate, and budget variance, and use the comparison bars to see where your money goes by category. Adapt labels for your preferred language and customize categories and months to match your local calendar and financial planning style.
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 (Period)" and "Total Expenses (Period)"
- Make faster decisions based on "Net Savings (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 (Period)
- Total Expenses (Period)
- Net Savings (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
- 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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