Ultimate Personal Finance Dashboard

About the Ultimate Personal Finance Dashboard

If you have ever wondered where your money actually goes each month, this personal finance spreadsheet gives you the answer at a glance. The Ultimate Personal Finance Dashboard brings your budget, bills, debt payoff and net worth together in one automated Excel and Google Sheets template, so you can stop juggling apps and finally see the full picture.

Everything is built on live formulas. Type your income and spending into the clearly marked input cells and the monthly budget planner instantly shows what is left in every category, your savings rate, and how much you have available. The debt payoff tracker orders your balances using the snowball method and estimates how many months each will take to clear, while the net worth tracker charts your assets minus liabilities across all twelve months so you can watch your progress climb.

Whether you are budgeting for the first time, paying down credit cards, saving for a house deposit or just want a calmer relationship with money, this finance planner is designed to be simple, clean and genuinely useful. No complicated setup, no subscription, and it is yours to keep forever with free updates.

Who it's for

What's included

• Monthly budget planner with budget vs actual and "left to spend" for every category
• Bills tracker with due dates so nothing is ever missed
• Debt payoff tracker using the snowball method with months-to-clear
• 12-month net worth tracker with automatic chart
• One-screen dashboard: income, spend, savings rate, debt and net worth
• Colour-coded input cells — you only ever edit the blue cells
• Works in Microsoft Excel and Google Sheets, on desktop and mobile

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Does this work in Google Sheets and Excel?

Yes. You get both versions and can use whichever you prefer, on desktop, tablet or mobile.

Do I need to be good with spreadsheets?

No. Every cell you should edit is highlighted, with an example row showing the format. Everything else calculates automatically.

Is it a one-time purchase?

Yes — buy once, use forever, with free updates. No subscription.

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Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.