Personal Money Dashboard

Personal Money Dashboard

One connected workbook — enter your numbers once, and it does the rest.

Most budget spreadsheets are static: you type in numbers and nothing talks to each other. The Personal Money Dashboard is different. It's a fully automated Excel and Google Sheets system where your income, expenses, bills, debt, savings goals, investments, and net worth all connect — so your progress calculates itself in real time.

What's inside (13 connected tabs):

• Monthly Income — track every income source, auto-converted to a monthly total
• Monthly Expenses — Planned vs. Actual budgeting by category
• Spending Categories — auto-ranked breakdown of where your money actually goes
• Bill Calendar — every recurring bill in one place, with a paid/unpaid tracker
• Debt Tracker — every debt, with totals calculated for you
• Debt Payoff Calculator — enter one debt and see your exact payoff date and total interest, month by month
• Emergency Fund — your 3-month and 6-month savings targets, calculated automatically from your real expenses
• Savings Goals — set a target and date, and it tells you exactly how much to save each month
• Net Worth — assets minus liabilities, pulled automatically from your debt and investment tabs
• Investment Contributions — track every account and employer match
• Monthly Financial Scorecard — a one-line snapshot of your finances each month
• 12-Month Dashboard — live KPI tiles and built-in charts showing your income, expenses, and net worth over time

No manual math. No separate calculators. Just update your numbers, and every tab — including the dashboard and charts — updates with you.

13 tabs • Excel & Google Sheets compatible • Fully automated • Instant download

This workbook is for educational and organizational purposes only. It is not individualized financial, tax, or legal advice, and it does not connect to your bank or investment accounts — every number is one you enter and keep up to date yourself.