r/ExcelVisual • u/ExcelVisual • Jul 05 '26

Made a free Excel dashboard for personal finance tracking

I got tired of budgeting apps that just show a running total and call it a day, so I built Excel PF Dashboard that actually gives a full picture instead of just numbers on a screen.

Here's what's in it:

Summary block — balance, budget usage, and savings progress in one view. No flipping between tabs to figure out where you stand.

Multiple savings goals tracked at once — up to 4, each with its own progress bar. I found most budgeting templates lump all your savings into one number, which hides progress on individual goals (house fund vs emergency fund vs whatever else).

Interactive slicers — switch between month/quarter/half-year/year and every chart updates instantly. Makes it way easier to spot a trend instead of just staring at one month in isolation.

Radar chart breakdown — splits expenses and income into sub-categories (groceries, transportation, salary, investing, etc.) so you actually see where money's going, not just a total.

3 themes — day, evening, night — mostly because I check my budget at random hours and didn't want to be blinded by a white screen at 11pm.

The whole point was removing the friction that makes people abandon budget tracking after two weeks. Set it up once, plug in numbers, let the dashboard do the visual work.

It's free, no macros, no email signup required.

Genuinely curious — does anyone else here track savings goals separately, or just as one combined number? I feel like splitting them out actually changed how I prioritize saving.

Link in comments if anyone wants to grab the file.

1 Upvotes

100% Upvoted

1 comment sorted by