Monthly Financial Dashboard

Monthly Financial Dashboard — Your Whole Money Month on One Sheet.

Seven numbers are enough to know how a month really went. Enter what came in, what went out and what you saved — the dashboard shows your totals, what was left over and your savings rate, and a 12-month log turns single months into a trend. Comes filled with a complete example month and example log so you can see it working — then type your own numbers over them.

What's inside

• One-page dashboard: money in, money out, savings and debt payments
• Auto-calculated month at a glance — totals, left-over and savings rate
• 12-month log to watch income, spending and savings rate over the year
• Fill it in once a month — seven gold cells is all it takes
• Filled with an example month and example 12-month log — type over with your numbers
• Works in Excel, Google Sheets and LibreOffice
• Printable A4 PDF version included

How it works

Open the spreadsheet in Excel, Google Sheets or LibreOffice. Fill in the gold input cells — every total, balance and percentage calculates automatically. It comes pre-filled with example data so you can see exactly how it works — just type over the examples with your own numbers. Category and status columns have dropdown menus, and key columns colour-code themselves as you type. Prefer paper? A print-ready A4 PDF version is included.

Specifications

• Format: XLSX (live formulas) + printable PDF + read-me
• Works in: Excel, Google Sheets, LibreOffice
• Currency: ₹ by default — switch to any currency in one step (Format Cells)
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

A personal organisation tool, not financial advice. Digital download — delivered instantly, so all sales are final; future updates are free.