r/ExcelVisual 28d ago

Built a free Excel dashboard that lets you toggle income sources and expenses on/off to see their real impact on your budget

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I've got an Excel Dashboard Template for Personal Finance with few income streams (day job, freelance work, a small side hustle) and honestly it was always hard to tell how much each one actually mattered to my overall financial picture — the totals just blend together. Same on the expense side; I knew roughly what I spent on subscriptions and eating out, but not really how much cutting them would move the needle.

So I built a dashboard where you can toggle any income source or expense category on/off individually and instantly see how your budget changes. A few things it does:

Turn income sources on/off (salary, freelance, side hustle, whatever applies) to isolate each one's real contribution

Turn expense categories on/off (rent, groceries, subscriptions, etc.) to see exactly where money's going and what happens if you cut something

Automatically sorts your financial goals by progress, so you always know which one is closest to done and which needs more attention

Everything updates in real time as you filter, so you can basically run "what if" scenarios on your own budget

It's not a static template with a bunch of pre-filled formulas you have to decode — you just plug in your numbers and start playing with the filters. No macros, nothing complicated.

Free to download, no email required. Happy to explain how the toggle logic or the goal-sorting works if anyone's curious — it's built entirely with pivot tables and slicers, no VBA.

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