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Products/Complete Personal Finance Dashboard
Personal Finance

Complete Personal Finance Dashboard

$9.99

One-time purchase · Instant download · Both formats included

Works with

Microsoft ExcelGoogle SheetsMac + WindowsiPad + ChromebookNo subscription required

Secure checkoutInstant delivery30-day refund

Live Preview

Scroll through tabs at the bottom to explore all worksheets.

Save with a Bundle

This template is included in these bundles. Get more templates and save:

Personal Finance & Events

6 templates included

$39.99
$67.94
-41%

Personal Finance Complete

9 templates included

$39.99
$89.91
-56%

What's Included

10 tabs, formulas pre-wired
Sample data plus a blank version
Conditional formatting and dropdowns set up
Works in Excel and Google Sheets

Overview

Your whole financial picture in one spreadsheet. Monthly budgets, net worth tracking, debt payoff calculations, savings goals, investment tracking, side hustle income, and tax prep. See where you stand without logging into six different apps.

We built this for individuals and couples who'd rather run the business than build another workbook. 10 worksheets, all with working formulas. Tabs include Settings, Dashboard, Monthly Budget, Net Worth Tracker and 6 more. Also covers net worth calculation and tracking. Open it, review the sample data, clear it out, go.

Worksheets Included (10)

Settings
Dashboard
Monthly Budget
Net Worth Tracker
Debt Payoff Calculator
Savings Goals
Investment Tracker
Side Hustle Tracker
Tax Prep Organizer
Instructions

Key Features

  • Income and expense tracking
  • Budget by category
  • Net worth calculation and tracking
  • Investment portfolio tracking
  • Debt payoff planning
  • Savings goal tracking
  • Monthly financial reports
  • Financial goal progress monitoring

Ideal For

  • Individuals
  • Couples
  • Financial planners
  • Personal finance enthusiasts

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Common Questions

Does this work in Excel AND Google Sheets?
Yes. Every spreadsheet ships in two formats: a native .xlsx file (Excel 2016+) and a Google Sheets copy you can open in your browser. Formulas, formatting, and validation work identically in both. Pick whichever your team uses.
Will the formulas break if I add my own rows?
No. Formulas use structured references and dynamic ranges where it matters, so inserting rows mid-table extends the calculations automatically. The Instructions tab in each workbook explains which rows are formula-driven vs. your input.
Is there a password on the file?
Yes. The workbook is lightly sheet-protected to prevent accidental formula overwrites. The password is included in the Setup Guide PDF that ships with every purchase. You're free to unprotect any sheet once you're in.
What if I need a refund?
30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.
Can I re-download the file later?
Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.
Can I use this for my business / my clients?
Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.
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Get this template in the Personal Finance & Events

6 templates for $39.99, save 41%

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Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.