Personal Finance Tracker Dashboard – Advanced Excel Tool

Simplify your financial management with the Personal Finance Tracker Dashboard, a cutting-edge Excel Dashboard designed to help you gain full control of your finances. Whether you’re tracking expenses, monitoring income, or setting savings goals, this dynamic tool provides everything you need to make informed financial decisions.

With an intuitive layout, the dashboard enables you to monitor your Available Balance, Total Net Worth, and progress toward monthly Income Goals. It categorizes your spending into three key areas: Housing, Personal, and Transactions, allowing you to see where your money goes at a glance.

Interactive visuals such as Monthly Income and Expenses Trends, pie charts, and bar graphs provide a comprehensive view of your financial health. Key highlights include tracking your Maximum Spending and Maximum Income, along with timely alerts for overdue bills to help you stay organized.

This Excel Dashboard also features detailed insights into Four Types of Assets, offering a breakdown of your net worth for better asset management. By identifying your best expenses and categorizing income sources, it ensures you have a clear understanding of your financial flow.

Ideal for individuals, households, and even small businesses, the Personal Finance Tracker Dashboard is your go-to tool for achieving financial clarity. With its clean design and robust analytics, it’s perfect for both beginners and advanced users.

Choose the Personal Finance Tracker Dashboard by Other Levels to take charge of your finances and achieve your financial goals with confidence and ease.

Key Features

  • Available Balance
  • Total Net Worth
  • Four types of Assets
  • Income Goal – Progress to month
  • Total Income
  • Total Spending 
  • Four Income Sources
  • Three Types of Spending (Housing - Personal – Transactions)
  • Monthly Income & Expenses Trend
  • Maximum Spending amount
  • Maximum Income amount
  • Overdue bills Notifications
  • Bets Expenses 

 

Template Features
  • YouTube video tutorial
  • Customizable interface
  • Full HD wide screen
  • Data import/export
  • Data analysis
  • Preview Images Included
  • Free fonts & icons
  • Mobile access
  • Multi-user access
  • Offline access
  • Privacy protection
Package Details
  • File Size 837KB
  • Three sheet tabs
  • Dark Theme
Software Compatibility
  • Microsoft Excel 365
  • Microsoft Excel 2021
  • Microsoft Excel 2019
  • Microsoft Excel 2016
  • Microsoft Excel 2013
  • Microsoft Excel for Mac
  • Microsoft Excel for Window
Skill Level Required

Beginner

FAQs

Please read our FAQs page to find out more.

Are the templates fully customizable?

Yes, all our templates are fully customizable. You can adjust the layout, data, and design elements to fit your specific needs. Our templates are designed to be flexible, allowing you to easily tailor them to your preferences.

Can I order a product in any language?

Yes, we provide products in any language. Simply select the "Other Language" option from the product options during your purchase. Once your order is placed, you will receive it within 48 hours.

What happens if I choose the wrong monitor screen size for my dashboard?

If you choose the wrong screen size, the dashboard may not display correctly on your monitor. Elements could appear too large, too small, or misaligned, affecting the readability and usability of the dashboard. We recommend selecting the appropriate screen size to ensure optimal viewing and performance.

Do I need any specific skills to use the dashboards?

Yes, to effectively use our advanced Excel dashboards, you must have at least a basic understanding of PivotTables. This will help you customize and analyze the data efficiently.

Do you provide services to add our own data to the purchased templates?

No, we do not offer services to input your specific data into the purchased templates. The templates are fully customizable, allowing you to easily add your own data.

Do I need specific skills to use the advanced Excel dashboard templates?

Our advanced Excel dashboards are easy to use, the only thing you need to know is how to work with PivotTables. With basic knowledge of PivotTables, you'll be able to customize and fully utilize these templates effortlessly. "Please check the skill level required"

Can I showcase these templates on websites or online platforms?

No, it is against our copyright policy to showcase these templates on websites, social media, or any online platforms. The templates are for your personal use only and are not permitted for public display or distribution.

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