Complete Financial Dashboard
The ultimate personal finance command center. 10 interconnected tabs covering budgeting, net worth tracking, investment portfolio, debt payoff, savings goals, retirement projections, and more. All tabs feed into a master dashboard with charts and KPIs.
Features
- Master dashboard with financial health KPIs
- Monthly budget tracker with 50+ categories
- Net worth tracker with historical trend chart
- Investment portfolio tracker with allocation analysis
- Debt payoff planner (snowball and avalanche)
- Savings goals tracker with progress visualization
- Retirement projection calculator
- Tax estimation worksheet
- Insurance coverage review
- Emergency fund calculator and tracker
What's Included
- 10 interconnected spreadsheet tabs
- Master dashboard with auto-updating charts
- Monthly budget tab (Jan–Dec)
- Net worth tracker tab
- Investment portfolio tab
- Debt payoff tab
- Savings goals tab
- Retirement projection tab
- Tax planning tab
- Setup video walkthrough link
User Reviews
“Exactly what I needed to get my finances organized. The formulas are well-built and easy to customize.”
“I've tried dozens of budget templates and this is by far the cleanest and most practical one.”
“Very comprehensive. Took a few minutes to set up but once I did, it's been saving me hours every month.”
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A clean, easy-to-use monthly budget spreadsheet that tracks your income and expenses across common categories. Perfect for beginners who want to start budgeting without complexity. Pre-built formulas automatically calculate your remaining balance and savings rate.
Basic Expense Tracker
Track every dollar you spend with this straightforward expense tracker. Log daily transactions, categorize spending, and see weekly and monthly totals at a glance. No complicated setup — just start entering your expenses.
Net Worth Snapshot
A beautifully designed one-page PDF that helps you calculate your total net worth. List all your assets and liabilities, and see your net worth at a glance. Print it out or fill it digitally — great for annual financial check-ups.
Frequently Asked Questions
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