Personal Finance Dashboard — $147

Spreadsheet Dashboard + Notion Companion — Instant Download

Personal Finance Dashboard

One workbook that budgets by category, logs your spending, tracks every account, and shows your net worth, debt payoff and savings goals on a single summary page. Every formula is already built — you just enter your numbers.

Get the Dashboard — $147 →One-time payment • Secure checkout • Excel & Google Sheets

Who this is for

You have a budget template and a separate net-worth sheet and want them talking to each other.
You want to see, in one glance each month, whether you are ahead or behind — without building formulas yourself.
You are paying down debt and saving at the same time and need to see both plans against your real cash flow.
You prefer owning your data in a spreadsheet (or Notion) over a subscription budgeting app.

What is inside the workbook

Nine linked sheets. White cells are yours to fill in; grey cells calculate. Example rows are clearly marked PLACEHOLDER.

Sheet 1

Dashboard

Pick a month and see income, spending by group, left-over cash, savings rate, needs/wants/savings vs. your targets, net worth and its change, emergency-fund cover, total debt and goal funding.

Sheet 2 & 3

Start Here & Settings

Plain-language setup guide, colour key, and your own target split (50/30/20 by default, fully adjustable) plus emergency-fund target.

Sheet 4

Accounts & Balances

Up to 30 accounts with a type dropdown (cash, savings, investments, retirement, property, cards, loans, mortgage). Enter month-end balances; assets, liabilities and net worth total automatically.

Sheet 5

Monthly Budget

24 ready-made categories in Income / Needs / Wants / Savings & Debt groups plus spare rows. Planned vs. actual for all 12 months, YTD difference and % of plan used, with over-budget highlighting.

Sheet 6

Transactions Log

Optional 500-row log with a category dropdown. Actuals in the Monthly Budget fill themselves from what you log here — or type actuals directly if you prefer.

Sheet 7

Net Worth Tracker

Twelve monthly snapshots pulled from Accounts: assets, liabilities, net worth, month-over-month change in dollars and percent, and debt-to-asset ratio.

Sheet 8

Debt Payoff Planner

List each debt with balance, APR and payments. Automatic avalanche and snowball ranking, estimated monthly interest and estimated months to payoff.

Sheet 9

Savings Goals

Target, saved so far and target date per goal. Months remaining, required contribution per month, % funded and status calculate for you.

Bonus

Notion-style companion

The same eight-section structure as a paste-ready Markdown page, with Notion database properties and formula recipes for each table and a linked-view Dashboard layout.

Everything you receive

  • Personal Finance Dashboard workbook (.xlsx) — opens in Excel or imports into Google Sheets
  • Notion-style companion template (.md) with database and formula setup notes
  • Built-in Start Here guide and a weekly 15-minute / monthly review routine
  • Dropdowns for account types, budget groups and categories to keep entries consistent
  • Clearly labelled placeholder rows — nothing pre-filled that pretends to be your data
  • Unlimited downloads from your account page; the file is yours to copy and reuse each year

Personal Finance Dashboard

$147

One-time payment. Instant download after checkout.

Get the Dashboard →

Secure checkout via Stripe • Card, Apple Pay & Google Pay accepted

How it works

1. Purchase

Complete checkout. Your download link is in the order confirmation email and on your account page.

2. Set up (about 30 minutes)

Fill in Settings, list your accounts, set a planned amount per category, and clear the placeholder rows.

3. Review weekly and monthly

Log spending during the week; at month-end enter balances. The Dashboard sheet does the rest.

Questions before you buy? See our refund policy or contact us. This is a tracking tool, not financial advice; results depend on your own circumstances — see the earnings disclaimer.

Editorial & AI Disclosure