Automated Personal Finance & Budgeting Dashboard (Google Sheets)
Fig 1: Data Set
Fig 2: Dashboard
Project Demo
Project Overview
I designed this premium, "app-like" spreadsheet to help users track their income , expenses , and financial goals without the hassle of manual calculations . Whether you are looking for a clean, Etsy-style budget planner or a robust data analytics tool for personal finance, this dashboard has it all.
Features
- Smart Data Import: A backend engine that automatically categorizes raw transaction data using advanced array formulas.
- Dynamic Dashboard: Real-time visual analytics including Donut charts for expense breakdowns and Area charts for savings trends.
- Automated Monthly Tracking: "Write once, update everywhere" logic that auto-fills 12 monthly tabs.
- Visual Goal Trackers: Built-in 50/30/20 budget rule calculator, Sinking Funds manager, and Debt Payoff tracker using custom Sparklines.
🛠️ Technical Skills Applied: