Personal Budget Dashboard

Take charge of your finances with this easy-to-use, fully interactive Excel dashboard designed to help you track, analyze, and improve your spending habits.

Key Features

• Fully Customizable: Make it truly yours by personalizing the title, e.g., “Maria’s Dashboard.” Replace the profile photo with a picture of yourself - selfie, casual, or business photo, whatever best represents yourself!
• Quick Overview Section: Instantly see your Total Budget, Total Expenses, and Balance at a glance for better financial awareness.
• Interactive Filters: Use the slicer to filter data by month - just select a month, and the entire dashboard updates instantly.
• Visual Insights:
  • Expenses per Category Chart: Visualize the breakdown of your spending across categories.
  • Top 10 Highest Expenses Chart: Identify where your largest expenses come from to prioritize adjustments.
• Your 2025 So Far... Insights:
  • Expense Trend by Category: Analyze how your spending evolves monthly for each category.
  • Budget vs Actual Expense: Evaluate how well you’re sticking to your financial goals.
• User-Friendly Design: Built for simplicity, even for non-Excel experts, with clear visuals and straightforward navigation.

Why You’ll Love It

• Helps you stay on top of your finances with minimal effort.
• Encourages better financial habits through insights and tracking.
• Saves time with automated updates and easy customization.

Want to see how it works? Check out the step-by-step video guide on how to use the Personal Budget Excel Dashboard here: Watch the Video

Take control of your budget and achieve your financial goals with the Personal Budget Excel Dashboard!