The Personal Finance Tracker Excel Dashboard gives you a complete picture of your financial life — income, expenses, savings, debts, and net worth — all organized in one structured Excel file. Smart formulas and an interactive dashboard do the heavy lifting so you can focus on making better money decisions.
What It Does
- Income & Expense Logging — Easy entry form for daily transactions. Categorize expenses by food, bills, transport, and more — auto-summarized into monthly and yearly totals.
- Budget Planning — Set monthly or yearly budgets by category. Track actual spending vs. budget and identify overspending areas instantly.
- Assets & Liabilities — Record account balances across cash, savings, and investments. Monitor credit card limits and track loan repayments.
- Financial Calendar — Pre-filled with salary dates, bonuses, and holidays. Auto-calculates recurring income including 13th-month pay and supports flexible payment schedules.
- Interactive Dashboard — Visual breakdown of income vs. expenses, category-wise spending analysis, and net worth and cash flow insights.
Who It’s For
- Individuals who want to organize and take control of personal finances
- Families managing household expenses and monthly budgets
- Freelancers and self-employed professionals tracking irregular income
- Anyone working toward smarter financial planning and debt control
Why Choose This Template
- Everything in one file — no switching between apps or spreadsheets
- Lightweight macro-enabled automation refreshes data without heavy setup
- Financial calendar accounts for bonuses and irregular income automatically
- 100% offline — no cloud accounts, no subscriptions, no external apps needed
- One-time purchase — lifetime access, no recurring fees
What You Get
- Complete Excel dashboard (.xlsm, macro-enabled)
- Transaction entry form, budget planner, assets and liabilities tracker, financial calendar, and interactive dashboard
- Pre-built formulas and lightweight VBA automation
- Detailed user and activation guide (PDF)
- Lifetime access — one-time purchase, no subscriptions
- Email support at support@loomiqstudio.com
Technical Details
- Format: .xlsm (macro-enabled)
- Compatibility: Excel 2010+ (Windows and Mac)
- Language: English
- Delivery: Instant digital download
Questions? Contact us at support@loomiqstudio.com
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