Excel Personal Finance Dashboard Your Money S New Best Friend

Bonisiwe Shabane

-Dec 28, 2025, 12:14 AM

excel personal finance dashboard your money s new best friend

There are thousands of financial products and services out there, and we believe in helping you understand which is best for you, how it works, and will it actually help you achieve your financial... We're proud of our content and guidance, and the information we provide is objective, independent, and free. But we do have to make money to pay our team and keep this website running! Our partners compensate us. TheCollegeInvestor.com has an advertising relationship with some or all of the offers included on this page, which may impact how, where, and in what order products and services may appear. The College Investor does not include all companies or offers available in the marketplace.

And our partners can never pay us to guarantee favorable reviews (or even pay for a review of their product to begin with). For more information and a complete list of our advertising partners, please check out our full Advertising Disclosure. TheCollegeInvestor.com strives to keep its information accurate and up to date. The information in our reviews could be different from what you find when visiting a financial institution, service provider or a specific product's website. All products and services are presented without warranty. Tiller Money allows you to budget, tracking your net worth, follow your investments, and more - all in a spreadsheet.

We’ve gathered the most useful spreadsheet templates in Excel to help you streamline business processes and manage personal projects. Included in this article, you’ll find the following: Download the Business Budget Template for Excel When to Use This Template: Use this business budget template to plan, track, and compare income and expenses over a full year. Get visibility into monthly performance and tighter control over financial goals. Notable Template Features: This template includes a 12-month budget with detailed expense categories to capture both operating and one-time costs.

It automatically calculates monthly and yearly totals along with variances for each item. A summary section provides a monthly snapshot of revenue, expenses, and profit. There are two kinds of people in the world: those who use spreadsheets to track their budget and those that don’t. 🙂 I’ve been tracking our net worth for many years using an Excel spreadsheet. For years, I logged into every single account to pull my data each month.

That turned out to be a good thing because it pushed me to simplify our finances because our financial network map was a complete horror show. Even today, manually pulling the data is a time suck, even if you just do this once a month. As it turns out, the folks at Tiller Money had similar issues and solved it by building a tool to automate the process. They basically give your budgeting spreadsheets, including Google Sheets, the power of automation. It’s like magic. Learn if it might be the tool your budget needs in our Tiller Money review.

Tiller was founded by Peter Polson, who previously founded Junxion (which was acquired by Sierra Wireless) and was CEO of Dashwire (which was acquired by HTC), in Seattle, Washington in 2014. When they first started, their automation tools only worked with Google Sheets but they’ve since expanded to include Microsoft Excel as well. Hey there, finance enthusiasts! Ever felt like your investments are a jumbled mess of numbers and percentages? Well, fear not, because we're diving headfirst into the world of investment summary templates in Excel, your new best friend for organizing and understanding your financial portfolio. We're talking about a way to get a clear, concise snapshot of where your money is, how it's performing, and what moves you might want to make next.

Forget the stress of scattered spreadsheets and confusing reports; we're streamlining the process. So, why bother with an Excel investment summary template, anyway? Isn't it just another spreadsheet to wrangle? Absolutely not, guys! It's actually a super powerful tool, especially if you're not a financial wizard. Think of it as your personal financial dashboard, providing you with at-a-glance insights that can seriously boost your investment game.

First off, it offers crystal-clear portfolio tracking. No more guessing where your money is. You can easily monitor various investment types like stocks, bonds, mutual funds, and even real estate, all in one place. Second, these templates are fantastic for performance analysis. See how your investments are growing (or not growing, sadly!), calculate returns, and compare them against benchmarks. This is crucial for making informed decisions.

Thirdly, it's a great tool for risk management. You can use templates to diversify your portfolio by identifying over-concentrated areas and get an understanding of how your investments are exposed to market fluctuations. Also, an Excel investment summary template is a must for tax planning. By tracking your gains and losses, you can prepare for tax season with ease, making sure you're not blindsided by unexpected liabilities. Finally, it helps with goal setting and progress monitoring. Whether you're saving for retirement, a down payment, or a dream vacation, these templates help you track your progress and stay motivated.

Basically, these templates give you control. They simplify the complex world of investments, making it easier to manage your money and achieve your financial goals. It's like having a financial advisor right at your fingertips, guiding you toward smarter investment choices. Alright, let's break down the essential elements that make up a top-notch Excel investment summary template. You'll want to include these components to ensure your template is effective and gives you the information you need. First and foremost, you need a portfolio overview.

This is where you summarize your entire investment portfolio in a concise format. Include the name of each investment, the asset type (stock, bond, etc.), the number of shares or units you own, the current price, and the total value. Next up is asset allocation. This is a visual representation of how your investments are distributed across different asset classes. You can use pie charts or bar graphs to show the percentage of your portfolio allocated to stocks, bonds, real estate, and other asset types. Knowing this helps you understand your portfolio's risk profile and adjust your holdings accordingly.

Then, you'll want to add performance metrics. This section is all about tracking how your investments are performing. Calculate the total return for each investment, including both capital gains and dividends or interest. Also, include the return on investment (ROI), which is a key metric for evaluating investment success. If you're feeling ambitious, compare your investment returns to relevant benchmarks like the S&P 500 or a specific bond index. Another important part is a transaction log.

Keep track of all your investment transactions, including purchases, sales, and dividend or interest payments. This helps you reconcile your account balances, track your cost basis, and easily calculate your gains and losses. Don't forget fees and expenses. Transparency is crucial! Include a section to track any fees or expenses associated with your investments, such as brokerage fees, management fees, or expense ratios for mutual funds. It's a key factor that can significantly impact your overall returns.

Finally, make sure to add a summary of your investment goals. This provides context for your portfolio and reminds you of why you're investing in the first place. This may be short, but it's very important to keep it up to date. Now, let's get into the fun part: customizing your Excel investment summary template to fit your specific needs and preferences. Excel offers a ton of flexibility, so you can tailor your template to get exactly what you want. Start with conditional formatting.

Use this feature to highlight key data points, such as investments that have reached a specific return threshold or those that are underperforming. Conditional formatting can instantly draw your attention to critical areas that need action. Then, incorporate charts and graphs. Visuals are your friends, guys! Use charts and graphs to represent your portfolio's asset allocation, performance metrics, and growth over time. Pie charts, bar graphs, and line charts are all great options for different types of data.

Keep it all easy to digest. Another tip is to automate as much as possible. Use Excel formulas and functions to automate calculations, such as total returns, ROI, and portfolio value. This saves you time and reduces the risk of errors. Functions like SUM, AVERAGE, and VLOOKUP are your best friends here. Additionally, use data validation to ensure the accuracy of your data.

Excel Personal Finance Dashboard Your Money S New Best Friend

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There Are Thousands Of Financial Products And Services Out There,

And Our Partners Can Never Pay Us To Guarantee Favorable

We’ve Gathered The Most Useful Spreadsheet Templates In Excel To

It Automatically Calculates Monthly And Yearly Totals Along With Variances