Description
This Personal Finance Tracker can help you manage your money more effectively and accomplish your short-term and long-term financial goals.

Use this dashboard to follow your behaviour,

Customize your categories, amounts, and bill due dates,

It will help you to pay all your bills on time with the unpaid bills notification,

Get a complete analysis of your income and expenses, so you can follow the progress of your goals and track your annual net worth.

Dashboard Contents

  • 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 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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