Practice First: Animated Excel Dashboard – Personal Finance Tracker Dataset

The main purpose of this blog is to give you the dataset to practice building the Animated Excel Dashboard – Personal Finance Tracker. Use this practice Spreadsheet Template to follow the steps below, then customize categories, bill due dates, and goals for your needs.

How this fits your Dashboard Templates workflow

You can adapt the structure to a Google sheets dashboard or a Power BI Dashboard, and present highlights in a PowerPoint Dashboard using your existing Power Point templates. It’s part of our reusable Dashboard Templates library for creating a flexible Excel Dashboard.

What This Template Helps You Do

Use this dashboard to follow your behavior. Customize your own categories, amounts, and bill due dates. Get unpaid bill notifications, analyze income and expenses, track goal progress, and monitor annual net worth.

Unique Features

  • Two Animated Objects
  • Analysis for +10 types of data
  • Wide Screen – Full HD
  • Preview images are included
  • Free Font & Icons
  • Easy Customize
  • All objects and database are Fully Editable

Package Includes

  • Excel – XLSX format (1.2 MB)
  • Four sheet tabs: Dashboard, Income & Expenses report, Goals & Assets, Pivot tables
  • Instruction File
  • Light Theme

Watch the Tutorial

Watch the full Animated Excel Dashboard – Personal Finance Tracker tutorial on our Other Levels YouTube Channel

Get the Dataset

Get Datasets

33 comments

33 comments

    • Minas
    • March 5, 2025 at 10:48 pm

    Hello, and thanks for offering this Dashboard, How can we download it?

    • Abdonis
    • January 30, 2025 at 6:11 am

    Hello, how can I download this file? only download 1 sheet

    • Kabir
    • November 24, 2024 at 1:47 pm

    You said that the Package Includes

    Excel – XLSX format (1.2 MB)
    Four sheet tabs (Dashboard, Income & Expenses report, Goals & Assets, and Pivot tables)
    Instruction File
    Light Theme

    But when I dowloaded the sheet, I got only one sheet which was the data sheet. The other 3 sheet tabs were misssing. Is it possible for you to send it to my email?

    • ROLLER
    • November 6, 2024 at 12:32 pm

    REQUIERO LA PLANTILLA, POR FAVOR

    • Kundan Singh
    • November 6, 2024 at 12:32 pm

    need

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