Take control of your finances with the Professional Finance Dashboard. This spreadsheet helps you understand your money with easy charts and organized sections for your goals, income, and expenses. Build healthy financial habits, track your spending, and monitor your equity, liabilities, savings, or debt progress without guessing. Everything is laid out in a clean, simple format so you can manage your finances with confidence and stay on top of your goals.
What's included
Dashboard Overview – a clean, data-driven snapshot of your goals, income, and expenses
Monthly Breakdown – organize income and spending by category to see trends at a glance
Goal Tracker – monitor progress toward your savings or debt-payoff goals with visual charts
Expense Tracker – record daily and monthly expenses to understand your spending patterns
Income Distribution – easily see how your income is allocated across savings, bills, and lifestyle categories
How-to-Use Guide – simple instructions to help you start using your sheet in minutes
Finance Vocabulary Reference – quick definitions of key financial terms used throughout the sheet
How it works:
After purchase, you'll receive a download folder that contains an Excel version, and a Google Sheets version.
Choose your preferred format. The Google Sheets PDF includes a private link to make your own editable copy. Excel is perfect for desktop users.
Start tracking your goals, income, and expenses. All formulas and charts are ready to use.
