Original price was: € 19,99.€ 9,99Current price is: € 9,99.
Take full control of your finances with this powerful and easy-to-use Excel Personal Financial Dashboard. Track your income, expenses, savings, loans and financial goals – fully automated and 2025-ready.
Ready to take control of your personal finances? This Personal Financial Dashboard Excel Template is your all-in-one solution for managing income, budgeting expenses, tracking side hustle earnings, and visualizing your progress toward financial independence — all in one smart, fully automated spreadsheet.
Whether you’re a freelancer, digital nomad, full-time employee, or side hustler, this tool gives you clarity and control over every aspect of your finances.
Dynamic Dashboard with Net Worth Calculations
Monthly & Yearly Income & Expense Tracker
Automated Transaction Categorization
Visual Goals Tracking (emergency fund, debt-free goal, savings)
Loan Repayment & Amortization Overview
Passive income tracker (dividends, side hustles, crypto)
Compatible with 2025 and beyond
Ideal for freelancers, remote workers, side hustlers and anyone who wants to get a complete overview of their financial life.
Unlike many online budgeting tools, Excel gives you full ownership of your data and maximum flexibility. No subscriptions. No hidden sync errors. Just clean formulas, clear tabs, and instant results.
You can export transactions from your bank and paste them into the Transactions Sheet — the system will do the rest. Your expenses, side hustle earnings, and savings will automatically update in real-time charts.
Want to get more advanced with personal finance? Learn about the power of zero-based budgeting via NerdWallet’s beginner guide.
With this dashboard, you’ll be able to answer questions like:
How much do I spend each month on subscriptions or groceries?
Am I on track to pay off my loans?
How much passive income am I actually generating?
What’s my net worth — right now?
And most importantly: Where can I optimize my spending or earn more?
Tracking income from multiple streams like freelancing, affiliate marketing, and dividend investing? This dashboard is made for that.
You’ll find a full breakdown of side hustle income, investments, and one-off cashflows like referral bonuses (like the ones we wrote about here).
Use it to visualize the growth of your online income journey and get inspired to push further.
Looking for inspiration? Check out our Insights page where we track our own earnings with this exact system — live and unfiltered.
Anyone serious about building financial independence
People juggling multiple income streams
Students & young professionals
Solopreneurs, digital creators, remote workers
Families looking for full budget visibility
Whether you’re starting from scratch or optimizing a six-figure flow — this Excel tool meets you where you are.
The dashboard allows you to assign categories and tags to each transaction, making it easy to automate your analysis.
Want to go deeper? Read about the concept of “tag-based budgeting” in Tiller Money’s blog — a powerful method to personalize your budget tracking.
10 Structured Excel tabs:DASHBOARD, BUDGET, INCOME, EXPENSES, TRANSACTIONS, LOANS, ASSETS, GOALS, SUBSCRIPTIONS, SAVINGS PLANNER
Getting started instructions (built-in)
Sample data included for guidance
Lifetime updates – One-time payment
Microsoft Excel (Mac & Windows)
Google Sheets (with minor adjustments)
LibreOffice & OpenOffice (read-only format may vary)
Unlike online apps that collect and sell your financial information, this Excel dashboard stays on your device. You control your data. Always.
Just follow the instructions on page one.
DISCLAIMER: We are not financial advisors. All information provided on this website is for informational purposes only and should not be considered as professional financial advice. Always consult with a qualified financial advisor before making any investment decisions.
