Practice First: Animated Excel Dashboard – Personal Finance Tracker Dataset

This guide provides a dataset to help you practice building the Animated Excel Dashboard – Personal Finance Tracker. Use this spreadsheet dataset to recreate the dashboard and customize categories, bill due dates, and financial goals according to your needs.

How This Dataset Fits Your Dashboard Workflow

The dataset structure can also support different reporting environments. After building the dashboard in Excel, the same data can be adapted for other analytics and presentation workflows.


What This Template Helps You Do

This dashboard helps you monitor your personal financial activity. You can customize expense categories, update income and bill due dates, receive unpaid bill reminders, analyze spending patterns, track financial goals, and monitor your annual net worth.

Key Features

  • Two animated dashboard elements
  • Analysis covering more than 10 financial data categories
  • Wide screen layout optimized for Full HD displays
  • Preview images included for reference
  • Free fonts and icons included
  • Simple customization structure
  • Fully editable dashboard objects and data tables

Package Includes

  • Excel file (.XLSX) – 1.2 MB
  • Four worksheet tabs: Dashboard, Income & Expenses Report, Goals & Assets, Pivot Tables
  • Instruction file
  • Light theme dashboard layout

Watch the Tutorial


Get the Dataset

Download Free Dataset

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

Leave a comment

This site is protected by hCaptcha and the hCaptcha Privacy Policy and Terms of Service apply.

Free tool

Try it on your own data

Upload an Excel or CSV file and our free Dashboard Maker builds KPIs, trend charts and insights instantly. No sign-up needed.

  • Upload Excel (.xlsx) or CSV
  • KPIs, trends and top 10 in seconds
  • Private: your data stays in your browser
Try the Free Dashboard Maker →

Latest Stories

View all

Warehouse and Sales Dashboard in Excel: Map Charts and Ranking

Warehouse and Sales Dashboard in Excel: Map Charts and Ranking

Build a warehouse and product sales dashboard in Excel with a city map chart, yearly purchase trends, smart slicers and a retail price ranking page.

Read more about Warehouse and Sales Dashboard in Excel: Map Charts and Ranking

Supply Chain KPI Dashboard: 15 Metrics to Track + Excel Templates

The 15 supply chain KPIs worth tracking (OTIF, fill rate, inventory turns, freight cost and more), how to lay them out, and how to build the dashboard in Excel step by step.

Read more about Supply Chain KPI Dashboard: 15 Metrics to Track + Excel Templates

Build an Interactive Project Finance Dashboard in Excel Without VBA

Build an Interactive Project Finance Dashboard in Excel Without VBA

Step-by-step: build a finance and project milestone dashboard in Excel with slicers, sunburst charts, GAP analysis and a scroll-bar tracker, no VBA.

Read more about Build an Interactive Project Finance Dashboard in Excel Without VBA