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Complete Money Dashboard

All-in-one budget spreadsheet template for Google Sheets and Excel. 16 tabs, 1,500+ formulas. Track budget, net worth, savings, debt, and spending — enter data once, and 5 automated dashboards update automatically. This personal finance template replaces 3-4 separate spreadsheets with one unified system.

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What's inside

Start Here tab with a live Financial Pulse showing 5 key financial metrics at a glance, plus a color-coded tab map
Settings tab to configure your categories, currency, and pay frequency once - every other tab inherits it
Accounts tab to track up to 20 bank and investment accounts
Recurring Items tab for bills and income on autopilot, feeding a 12-month Bill Calendar
Transactions tab as your single data entry point for all income and expenses (500 transactions)
Monthly Budget with automatic actual-vs-budget comparisons and a budget compliance score (0-100)
50/30/20 Rule analysis with doughnut chart showing your Needs, Wants, and Savings split
Paycheck Planner with 20 allocation slots to map every dollar before you spend it
Bill Calendar auto-populated from your Recurring Items across 12 months
Savings Goals tracker for up to 10 goals with progress bars, remaining amounts, and status indicators
Debt Overview for up to 10 debts with payoff estimates and debt-to-income ratio
Subscriptions tracker with Keep, Review, and Cancel tags to audit recurring costs
Net Worth calculator with assets and liabilities linked to a 12-month trend chart
Monthly Dashboard for a single-month deep dive with 6 metric cards and category breakdown
Annual Dashboard showing year-at-a-glance income vs expenses with a stacked bar chart
Spending Trends heatmap with color scales and month-over-month direction arrows
Complete Money Dashboard .xlsx file (works in Google Sheets and Excel)
16 pre-built tabs covering budgets, net worth, savings, debt, subscriptions, and dashboards
1,500+ formulas with automated cross-tab calculations
300+ sample transactions with realistic demo data across all tabs
Guided Start Here tab with Financial Pulse dashboard and color-coded tab map
Fully editable - no locked cells, no macros, no restrictions

Who it's for

Young professionals who want a complete picture of their money without juggling multiple spreadsheets
Freelancers and contractors tracking irregular income alongside fixed expenses
Couples managing shared finances who need one unified view
Spreadsheet users who prefer control over the constraints of a subscription app

How it works

Download the .xlsx file and open it in Google Sheets or Excel
Go to Settings - enter your name, currency, expense categories, and pay frequency (5 minutes)
Enter transactions in the Transactions tab - date, amount, category, done
Budgets, dashboards, net worth, and savings goals update automatically

Details

Single-entry architecture: enter each transaction once. 1,500+ formulas route that data to every budget, dashboard, and chart automatically. No copying between sheets.
5 automated dashboards: Monthly Dashboard, Annual Dashboard, Spending Trends, 50/30/20 Rule, and Financial Pulse. All formula-driven. Zero manual updates.
Budget compliance score: a 0-100 score showing how well you stuck to your budget, with color-coded formatting.
Savings goal tracking: up to 10 goals with targets, deadlines, and visual progress bars.
Net worth trending: 12 months of history with a line chart so you see the trajectory, not just a snapshot.
Spending heatmap: color-scaled grid showing where your money goes each month with directional arrows.
Bill calendar: 12-month view of every recurring bill, auto-populated. No manual entry required.

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