A Personal Finance Dashboard in Excel is a structured and visual tool that helps individuals manage their financial health by tracking income, expenses, savings, and investments in one place. It provides insights into spending habits, budget management, and financial goals using charts, tables, and formulas.
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Excel
Personal Dashboard 2025
Original price was: ₹2,999.00.₹1.00Current price is: ₹1.00.
Key Features of a Personal Finance Dashboard:
- Income Tracker: Record salary, freelance earnings, passive income, and other sources.
- Expense Management: Categorize and analyze daily, monthly, or yearly expenses.
- Budget Planning: Set monthly budgets and compare them with actual spending.
- Savings & Investments: Monitor savings accounts, stocks, mutual funds, and other investments.
- Debt & Loan Tracking: Keep track of outstanding loans, EMIs, and credit card payments.
- Net Worth Calculation: Automatically calculate assets vs. liabilities.
- Interactive Visuals: Use charts and graphs for income vs. expenses, savings growth, and spending trends.
- Automated Calculations: Use Excel formulas (SUMIFS, VLOOKUP, PivotTables, Data Validation, etc.) to streamline financial data.
- Customizable & Dynamic: Adaptable layout for personalized financial goals and reports.
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