About this product

Take control of your finances with your Personal Financial Dashboard! This comprehensive tool is designed to simplify your budgeting process, keep track of your cash flows and expenses, and help you achieve your financial goals with ease.


KEY FEATURES:

• Visual charts and graphs for easy analysis
• Monthly budget overview
• Monthly obligation tracker
• Customizable Cash Inflow, Outflow and Receivable categories
• Macro-enabled transaction logging (yes, record in just one click of a button!)
• Input validations (to reduce recording errors)
• Automatic calculations


WHAT'S INCLUDED?

• Full Instructional Guide Book (pdf)
• Two Main Dashboards- each for your Cash Inflows and Cash Outflows
• Budgeting Tab
• Fixed Payments Tab
• Account Categories Tab
• Transaction Log
• Calendar


HOW IT WORKS:

1. Purchase (Instant Download)
2. Download the ZIP file (Access the Template)
3. Open the Spreadsheet (Start Planning!)


KEY CONSIDERATIONS:

• Available in MICROSOFT EXCEL ONLY!
• Excel File is Macro-enabled (saved as .XLSM). We very highly recommend checking the version of your MS Excel prior purchase for compatibility.
• Can’t run macros? No worries! Another version of the planner is available without one. Visit the store for more product listing.

• This is a digital download. No physical items will be sent after purchase.
• Due to the digital nature of the product, all sales are final and no refunds will be issued. If you have any questions, please feel free to contact us before purchasing the product.
• All materials included in this purchase are for personal use only. No part of it can be distributed, sold, duplicated, reproduced, or used in any form without the written consent of the author.


COLOR DISCLAIMER:

The spreadsheet's actual color may vary due to the difference in how our screens show color. Your phone, tablet, or computer display colors in different ways, much like how we also see colors differently. Please take note of this when purchasing the template.