Financial Dashboard
Net worth. Cash flow. Savings. Debt. One view.
Your complete financial picture in one branded template. Four linked tabs: Income & Expenses (12-month cash flow tracker), Savings & Debt (5 goals + 5 debts with auto-calculated progress bars), and a master Dashboard that auto-pulls net worth, savings rate, debt totals, and health indicators from the other tabs. All formulas pre-built — just fill in the yellow cells.
WHAT'S INCLUDED
- ✓ Four linked tabs — all formulas connected across sheets
- ✓ 12-month income & expense tracker (8 categories)
- ✓ YTD totals: income, expenses, net cash flow, savings rate
- ✓ 5 savings goals with auto progress bars and On Track / At Risk status
- ✓ 5 debt slots with NPER-based months-left calculator
- ✓ Dashboard: net worth (assets minus liabilities)
- ✓ Cash flow summary, overall savings progress, total debt at a glance
- ✓ Financial health indicators: emergency fund months, debt-to-income, savings rate
- ✓ Works in Excel and Google Sheets
↓ Download Free Preview
Format: Google Sheets + Excel
Instant .xlsx download — works in Excel or Google Sheets
Instant digital delivery after purchase
$17
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✓ Secure checkout via Stripe
✓ Instant digital delivery
✓ Works in Google Sheets, Excel, or PDF reader