How To Create A Personal Finance Dashboard In Excel

Bonisiwe Shabane

-Dec 28, 2025, 7:32 AM

how to create a personal finance dashboard in excel

8:45 am January 16, 2025 By Julian Horsey Managing personal finances can often feel like an overwhelming juggling act. Between tracking expenses, keeping tabs on income, and trying to save for the future, it’s easy to feel like you’re constantly playing catch-up. If you’ve ever found yourself staring at your bank statement wondering where all your money went, you’re not alone. The good news? There’s a simple, effective way to take control of your finances without needing to be a spreadsheet wizard or spending hours crunching numbers.

Imagine having a tool that not only organizes your financial life but also updates itself with minimal effort—sounds like a fantastic option, right? In this guide by My Online Training Hub they walk you through building your very own automated personal finance tracker using Excel or Google Sheets in under 15 minutes. Whether you’re a budgeting beginner or someone looking to streamline your current system, this tracker is designed to be user-friendly, customizable, and efficient. From categorizing expenses to creating insightful reports and dashboards, you’ll have everything you need to monitor your financial health at a glance. Effectively managing your finances begins with a clear understanding of your income, expenses, and savings. By creating an automated personal finance tracker in Excel or Google Sheets, you can simplify this process, save time, and reduce errors.

The foundation of a reliable finance tracker lies in its structure. Start by organizing your income and expenses into logical categories to ensure clarity and ease of use. For instance: Discover whether Glueviz or Tableau suits your data visualization needs. Explore their features, costs, and best use cases for scientific research or business analytics. Discover whether Microsoft Power Automate or Alteryx suits your needs.

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Find out which is right for you. Hi, I’m Randy Austin, founder of Excel For Freelancers. My mission isn’t just to teach you Excel—it’s to help you transform your skills into a valuable asset that generates real income. Over the past 20 years, I’ve worked with thousands of Excel enthusiasts, freelancers, and professionals to help them master Excel, automate workflows, and create powerful applications. But more importantly, I’ve helped them turn their passion for Excel into a profitable income stream. Whether you’re looking to save time in your daily work, enhance your freelance offerings, or build Excel-based applications that solve real-world problems, I’m here to guide you.

I believe that Excel can be more than just a spreadsheet—it can be the key to your financial freedom. Tracking expenses, managing budgets, and planning finances can quickly become overwhelming without a structured system. Juggling multiple spreadsheets or relying on generic templates often leads to scattered data and missed financial goals. A personal financial planner keeps everything organized in one place, allowing for better decision-making and a clearer picture of your financial health. In this training, I’ll show you how to build a fully functional financial planner, featuring a 3-tab dashboard, pivot charts and tables, unlimited financial entries, and a 1-click navigation menu. Whether you’re managing personal expenses, tracking investments, or setting savings goals, this tool helps you stay in control and make informed financial decisions.

A personal budget dashboard in Excel is a useful tool for tracking and analyzing your finances. In this video tutorial, you'll learn how to create such a dashboard from scratch using Excel's pivot tables, charts, and graphs. It will help you track your income, expenses, and plan your budget for the future. This video covers the following aspects: The video shows one of six screens of the personal finance management dashboard in Excel. Follow our detailed video guide to create a visual finance management system directly in Excel!

Download personal budget dashboard template for Excel Creating a budgeting plan for your household can feel overwhelming and hard, but Excel can help you get organized and on track with a variety of free and premium budgeting templates. The purpose of a household budget is to summarize what you earn against what you spend to help you plan for long and short-term goals. Using a budgeting spreadsheet can help make your financial health a priority by keeping spending in check and savings on the rise! Prefer to do things yourself? This Excel template can help you track your monthly budget by income and expenses.

Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses. Compare projected costs with actual costs to hone your budgeting skills over time. Tip: Track monthly expenses Utilities, credit cards, and insurance are billed monthly, so the easiest way to keep an eye on expenses is to determine how much you spend on a monthly basis. Beyond your electric bill, do you have a movie or game subscription? What about a gym membership? Be sure to keep track of those, too.

All the Vertex42™ budget templates can be downloaded for personal use and no charge. We hope that they will be helpful to you! The templates featured below also work with OpenOffice and Google Spreadsheets, so if you don't own a version of Microsoft Excel®, the only thing stopping you from making a budget is the time to... If you are brand new to budgeting, you may want to start with the Income & Expense worksheet to start tracking your expenses. The Zero-Based Budget Worksheet provides a useful exercise as well. For more advanced money management, try our Money Management Template.

How To Create A Personal Finance Dashboard In Excel

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