Ultimate Personal Finance & Budget Dashboard Planner
Track income, expenses, goals, habits, and monthly KPIs in one place. Free .xlsx with formulas. Tracks Monthly Net Savings, Savings Rate.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Monthly Net Savings", "Savings Rate" and "Average 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.
Use this template to centralize your personal finances, including income, expenses, savings goals, and money habits. Enter each transaction with its date, category, and amount, then review the KPIs to monitor savings rate, spending trends, and goal progress. Update your data regularly to keep monthly insights accurate and support better budgeting decisions. Adjust categories and goals to match your personal financial situation over time.
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 "Monthly Net Savings" and "Savings Rate"
- Make faster decisions based on "Average 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
- Monthly Net Savings
- Savings Rate
- Average 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
- 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 × 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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