See your whole financial year at a glance. Total balance and the share you kept, income and expenses with monthly trends, a needs, priorities and wants split, a full expense list and income by source. Planned-versus-actual bars show whether you are on budget, and fun, emergency and investment funds track progress to their goals.
What's included: one .xlsx workbook with Dashboard, Transactions and Settings sheets. Sample data is already filled in. Log transactions and the dashboard updates itself; budgets, goals and categories are editable on the Settings sheet.
Colourway: Violet & teal. Works in Microsoft Excel (Microsoft 365 or Excel 2016 and later, Windows or Mac). Instant digital download, nothing is shipped.
Licences: 1 ➜ Personal Use for one person, for your own business or hobby. 2 ➜ Commercial Use for a business or organisation of any size, including client work by consultants and agencies.
Frequently asked questions
What do I get when I buy a template?
A download link for the Excel workbook, sent as soon as checkout completes. Each template is a finished dashboard page plus a Data sheet loaded with sample data, so you can see how it works before you add your own numbers.
Which licence do I need?
1 ➜ Personal Use for one person, for your own business or hobby.
2 ➜ Commercial Use for a business or organisation of any size, including client work by consultants and agencies.
Which version of Excel do I need?
Templates work in Microsoft 365 and in Excel 2016 or later. Nothing extra needs to be installed: the dashboards are built with native Excel charts, pivot tables and slicers, no add-ins.
How do I put my own numbers in?
Swap your data into the Data sheet, keeping the column headers as they are. Pivot-driven templates update when you refresh (Data > Refresh All); formula-driven ones update on their own.
Do you build custom dashboards?
Yes. There are three packages: Starter, Interactive and Automated, all quoted on request. Get in touch with the data you have and the questions the dashboard needs to answer.
Choosing a selection results in a full page refresh.
