Business & Finance

Financial Dashboard — Google Sheets Template

Take control of your finances with this comprehensive Google Sheets dashboard. Automatically tracks income, expenses, savings rate, investment portfolio, and net worth over time. Features beautiful auto-updating charts, monthly/yearly summaries, budget vs actual comparison, and tax-ready categories.

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Features

  • Automated income & expense tracking
  • Investment portfolio tracker
  • Net worth calculator
  • Monthly & yearly dashboards
  • Tax-ready categories

What's Included

  • Google Sheets template
  • Setup video tutorial
  • Category customization guide
  • Sample data for reference

Frequently Asked Questions

It's optimized for Google Sheets (free), but can be downloaded as .xlsx for Excel with minor formula adjustments.