Smart Personal Finance Excel Dashboard
Pairs well with
Smart Personal Finance Excel Dashboard
Manage your money like a pro with this Excel Dashboards template by Other Levels — designed to give you full control over your income, spending, and savings goals. Whether you’re a freelancer, employee, or investor, this smart dashboard provides a clear monthly and annual financial overview using powerful visuals and dynamic calculations.
All data and values are fully customizable based on your needs — simply plug in your own numbers and get instant insights!
Key Features:
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Dynamic Excel Dashboards for both monthly and annual views
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Budget vs. Actual tracking across all major categories
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Income, Expense & Savings summaries with automatic calculations
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Pie charts and bar graphs for visual financial analysis
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Needs vs. Wants vs. Savings monthly breakdown
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Top KPIs like Annual Savings, Left to Spend & Biggest Expense
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Fully editable fields and flexible structure
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Created by Other Levels, trusted experts in Excel-based analytics
Take charge of your finances with a clean, interactive, and print-friendly dashboard that helps you make smarter decisions every day.
Template Features
Package Details
Software Compatibility
Skill Level Required
Intermediate
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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