Personal Finance Excel Dashboard - Excel Mobile Version

Personal Finance Excel Dashboard - Excel Mobile Version

The Personal Finance Dashboard Excel Template from Other Levels is a comprehensive and intuitive tool that helps you maintain a clear and organized view of your personal finances. This dynamic Excel Dashboard enables you to seamlessly sync your data across multiple devices, ensuring that your financial records are always up to date. It empowers you to record and categorize expenses on the go, providing a clear, real-time view of your financial health. With this all-in-one.

Key Features

● Sync Data Across Multiple Devices: Keep your finances updated across multiple devices for convenience and real-time access.

● Record & Categorize Expenses: Easily log and categorize your expenses on the go, providing clarity on where your money is going.

● Dashboard Analysis & Contents: View a comprehensive breakdown of your financial status in one central dashboard.

● Duration Selection for Aggregated Data: Select a specific time frame, and the dashboard will display the total Net Worth and the total amount of Cash Available.

● Assets Analysis by Category: Analyze your Assets by category name, giving you insight into your asset distribution.

● Pie Chart for Earnings & Expenses: Visualize total amounts and percentage breakdowns for money earned and spent.

● Net Saving Calculation: See the net savings as a percentage of your income, allowing for easy tracking of your financial progress.

● Line Chart for Income & Expenses: Track your Income and Expenses by month using an intuitive line chart.

● Bar Chart for Expense Categories: View a breakdown of your Expenses by category using an easy-to-read bar chart.

● Top 3 Expenses Highlighted: Identify and highlight your top 3 expense categories, allowing for focused financial planning.

● Category Earnings & Employment Income Per Hour: See how much each category generates and calculate earnings per hour for employment-related income.

● Alzakat Calculation: Calculate Alzakat for cash, silver, and gold bars, ensuring you stay compliant with religious obligations.

● Hijri & Gregorian Calendar Due Dates: View the annually due dates for payments and obligations in both Hijri and Gregorian calendars.

● Net Saving Analysis: Analyze your net savings with a line chart and view the rate of change for each month.

● Monthly Net Savings Average: Get a clear picture of your average monthly net savings,

allowing for improved financial planning.

● Total Assets Value: See the total value of your assets, broken down into liquid and non-liquid assets.

● Detailed Assets by Category: Get an in-depth look at each category of your assets and see their respective values.

● Notes Section: Add and keep track of your personal notes related to your financial goals, insights, or reminders.

Customization

All data, values, and categories in this template are fully customizable to suit your personal finance needs. Whether you want to add new categories, modify tracking elements, or adjust the dashboard layout, this template adapts to your preferences, giving you complete flexibility and control.