Automatically translated.View original post

📊 Personal Finance Dashboard Pro (Google Sheets)

✨ inside the template there.

✔ Daily revenue-expenditure records

✔ Summary of Monthly Revenue-Expenditure

✔ Summary of Annual Revenue-Expenditure

✔ Separate automatic revenue / expenditure categories

✔ Budget Planning System

✔ Dashboard Auto Overview Summary

✔ Money use analysis graph

✔ Compare revenue-expenditure backwards.

✔ Summary of Balances and Savings

🎯 help you know immediately

How much money came in?

Spend with what?

And how much money each month has left.

✨ Easy to use on Google Sheets.

Use both mobile and computer

No need for a baseline. Excel is immediately available.

Interested to receive the chat file. 🙏

# Excel # Excellent # exceltips # Trending # Drug sign with lemon8

14 hours agoEdited to

Related posts

A desk with a computer monitor and a red cup of colored pencils, displaying the title '6 Part time Google jobs That makes $5000 monthly'.
Text boxes on a desk background describe 'Google Product Manager' and 'Google UX Designer' roles, detailing their responsibilities and potential to earn $5000 monthly.
Text boxes on a desk background describe 'Google SEO Specialist' and 'Google Cloud Engineer' roles, outlining their functions and potential to earn $5000 monthly.
6 partime GOOGLE JOBS THAT MAKES $5000 monthly
By following these tips, you can lay the foundation for a great Google job with great monthly return. #lemon8partner #personalfinance #career #moneytips #money
Financebabe

Financebabe

1962 likes

75 Hard Personal Finance Edition 💪🏽
Follow these steps for 75 days straight, NO CHEATING, and watch what happens to your health and finances! 🍵🫶🏽💜 Doing so will help you develop discipline, resilience, and better financial habits. Tag or share this with a woman in your life who needs this challenge in her life 🏷️ #advicefor
adviceforwomen

adviceforwomen

2457 likes

A person in pajamas lies on a white rug next to a bed, with the text overlay "6 types of personal maintenance (to practice regularly)" highlighting the article's theme.
A bathroom scene with a light fixture and mirror, featuring a framed 'Daily Affirmations' print. The text overlay "physical maintenance" lists self-care activities like haircuts, at-home treatments, movement, and meal planning.
An open notebook with handwritten notes and a hand holding a pen. The text overlay "personal growth & development maintenance" lists setting goals, pursuing hobbies, learning new things, and journaling for progress.
your sign to take a personal maintenance day✨
sometimes categories just make self care a little less overwhelming :) these are some things you can do for a reset in different areas of your life 💞 i usually take one day out of the month for a FULL life reset and basically do all of these things or close to it 😅 but when there’s not time
carley ◡̈

carley ◡̈

2136 likes

A person in an open-top vehicle looking up, with the title '40 money habits that can make a huge difference in your finances' overlaid. The image includes the Lemon8 logo and user handle.
A list of financial habits from 1 to 20, including creating a budget, saving, investing, and avoiding impulse buys. The text is displayed over an indoor background with the Lemon8 logo.
A list of financial habits from 21 to 40, covering budgeting apps, self-investment, passive income, and general investing. The text is displayed over an indoor background with the Lemon8 logo.
40 MONEY HABITS THAT Makes DIFFERENCE IN finance
Hey everyone! 😊 Welcome back to another fantastic post! I’m so excited to share some amazing habits with you that I truly believe can make a big difference in your lives. I encourage you to give them a try and see how they work for you—don’t overlook their potential! They’ve had a wonderful impact
Financebabe

Financebabe

1799 likes

Finance Books To Read In Your 20s
These books are MUST READs for anyone looking to level up their finances in their 20s. I've read all of these, and I loved them all so much. They are so helpful at breaking down taboo topics like investing, budgeting, credit cards, etc. and makes them applicable to the average person. If
Confidently-Fin

Confidently-Fin

1624 likes

Personal Finance Books by Women of Color
I read everyday but lately, I’ve been into more personal finance than my usual fiction thriller stories. Here are the 2024 finance books I’m reading and who I think they would be helpful for: 💵 RICH AF by Vivian Tu: Great for beginners and if you’re new to personal finance. She explains finances
Bmekween🌍✈️

Bmekween🌍✈️

702 likes

Personal finance tips for newbies 🫶💸
New to the path of money management? Here are tips to start off! 1- understand where your money is going! I track all of my spending every month so I can see where I can cut back. 2- set financial goals and create a budget in line with your goals. 3- set aside enough money for 3-6 months of
Kylie 💸🫶🏻

Kylie 💸🫶🏻

1240 likes

5 books you need for personal finance
Hey again babe! 😊 If you’re looking to level up your personal finance game, I’ve got five awesome book recommendations for you. Check them out: 1. “The Total Money Makeover” by Dave Ramsey This one’s a must-read if you’re ready to tackle debt and start building wealth with a clear,
Financebabe

Financebabe

108 likes

#𝟏 𝐑𝐚𝐭𝐞𝐝 personal driver in 𝐉𝐚𝐦𝐚𝐢𝐜𝐚 🇯🇲
𝐁𝐄𝐒𝐓 𝐃𝐑𝐈𝐕𝐄𝐑‼️ Errol of Esteen Transfer & Tours Jamaica was amazing! He is professional, very down to earth & reliable. He definitely goes above and beyond for his guests without hesitation. Errol will also assist with booking tours & excursions! He can be found on both Google
K.Janea’

K.Janea’

183 likes

The image shows a white keyboard, two small bottles, and a pink floral pouch on a desk. Overlay text reads "How to Budget for Beginners with Google Sheet" and "Swipe !!", indicating an introductory guide.
A Google Sheet-like table displays a budget split for an income of $6000, allocating 50% to Living Expenses, 30% to Daily Spending, and 20% to Savings. Step 1 instructs to list income and expenses.
A Google Sheet-like table categorizes expenses into "Needs" (Rent, Internet, Electric, Groceries) and "Wants" (Streaming, Dining Out, Uber, Shopping, CVS, McDonalds, Gas) with example amounts. Step 2 explains setting budget categories.
How to Budget for Beginners with Google Sheet
Budgeting in Google Sheets is an easy way to track your money and stay organized. List your income and expenses, set up budget categories, and use formulas to automate tracking. With a clear system in place, you’ll always know where your money is going. Swipe to see how to get started today! 🌟 #l
Kevin’s Templates

Kevin’s Templates

199 likes

Personal Finance Books You Should Read ASAP 📚
Personal finance books aren't just a fad - they're wealth-building powerhouses! Here's why: They offer EXPERT ADVICE from successful investors, teaching you strategies they've mastered. They EXPAND YOUR KNOWLEDGE on diverse topics, from budgeting basics to complex investm
Jenn | Finance

Jenn | Finance

373 likes

15 BOOKS TO READ FOR PERSONAL DEVELOPMENT! 📚
1. The Almanack of Naval Ravikant by Eric Jorgenson This book is a treasure trove of insights from entrepreneur and philosopher Naval Ravikant. It explores wealth, happiness, and lifelong learning, distilling his ideas into actionable advice. It's not just about financial success but also a
Nona

Nona

79 likes

Magazine-style planner dashboard with links!
Designing my digital planner dashboard like a magazine cover, with each article linked to my Goals, Finance, and Self-Care notebooks ✨ I’m using Noteful, but you can create this same editorial planner layout in GoodNotes too — it’s all about layering text and turning your dashboard into visual n
She is Haute

She is Haute

140 likes

4 Easy Steps To Create A Personal Financial Plan
4 Easy Steps To Create A Personal Financial Plan For Beginners: – 01. Determine your current financial status List all your incomes, expenses, assets and liabilities and calculate your networth – 02. Set Your Financial goals What income, spending,savings or investment targets you aiming for
Andrea Davis

Andrea Davis

312 likes

How To Open a IRA | Personal Finance
Here's a walk-through on how to open a brokerage account, choosing a brokerage firm, and funding it: Choosing a Brokerage: Research: Look into different brokerage firms to find one that aligns with your needs. Consider factors like commissions and fees, investment options (stocks, ETFs, m
Jenn | Finance

Jenn | Finance

739 likes

My Personal Curriculum for a "4.0 GPA in Life"
1. Financial Literacy: How Taxes Work 💸 College teaches theory, but understanding practical things like income tax is crucial for adulting. Learning the basics helps me make smarter money decisions, demystifies the economy, and feel more confident about my future. 💪 My go-to resources are Investop
emilie.studygram

emilie.studygram

107 likes

YOUR CANVAS DASHBOARD for college classes!
Make your canvas dashboard more atheistic !! 💝😊💌🎀😇🥳 step 1: go to google chrome! step 2: go to “batter canvas” and add it to your chrome (you have to use chrome) step 3: go to “tasks for canvas” and add it to your chrome! this is different than “better canvas” step 4: Go back to “better ca
Avery Keck

Avery Keck

1725 likes

The image shows a microphone on a wooden table with notebooks and pens, against a white brick wall. The text 'FINANCE PODCASTS I HIGHLY RECOMMEND' is prominently displayed, introducing the topic of the article.
This image features the podcast cover for 'Women & Money' by Suze Orman, showing her smiling. The title 'WOMEN & MONEY' is at the top, emphasizing the podcast's focus on empowering women financially.
The image displays the podcast cover for 'So Money with Farnoosh Torabi,' featuring Farnoosh Torabi. The bold text 'SO MONEY' is at the top, highlighting this finance podcast.
Finance Podcasts I Highly Recommend✨💸
💰"Women and Money" is a podcast hosted by financial expert and bestselling author Suze Orman. In this podcast, Suze focuses on empowering women to take control of their financial futures by providing practical advice on money management, investing, retirement planning, debt management, and
₊˚⊹♡𐌋𐌉𐌍𐌃𐌔 ₊˚⊹♡

₊˚⊹♡𐌋𐌉𐌍𐌃𐌔 ₊˚⊹♡

701 likes

A desktop setup with a monitor displaying a cartoon background. A tablet in the foreground shows an 'Aesthetic Google Sheets Templates' mood tracker, featuring daily notes, mood, sleep, and weather tracking for January.
A laptop screen displays a 'Life Planner' Google Sheets template, featuring a calendar and various planning sections, designed to simplify daily goal management.
A laptop screen displays an 'Academic Planner' Google Sheets template, including annual, monthly, and course dashboards for organizing academic and personal life.
Aesthetic Google Sheets Templates
Imagine a life where managing your money, habits, and goals is a breeze. with Aesthetic Google Sheets Templates make it possible! ✨ Start being intentional with your finances and jumpstart your personal finance journey. Track your daily and weekly habits effortlessly, ensuring you stay on top o
Reverelia

Reverelia

1520 likes

A person wearing a colorful striped shirt and white pants, with text overlays indicating the post is from a 21-year-old accounting student sharing favorite personal finance content, including podcast and book recommendations.
A screenshot of the 'Girls That Invest' podcast page, showing its title, a 4.7-star rating, and a description about Sim, a young investor, breaking down investing and wealth-building without jargon.
A screenshot of the audiobook page for 'Manifest: 7 Steps to Living Your Best Life' by Roxie Nafousi, an international bestseller described as a practical guide to manifesting for personal and financial empowerment.
Content recs for business and personal finance 🤓🌟
coming from a 21 year old accounting student, here are some of my favorite business/personal finance podcasts and books. I also start my morning with the morning brew that gives a great 27 minute run down of current business news. Girls that invest is a digestible fun way to introduce yourself to
MADELEINE TAY

MADELEINE TAY

57 likes

Three books with dried flowers on top, titled "3 Books You Need To Understand Personal Wealth." The books are "Harper," "The Kindly," and "Myths."
Text on a light background introduces "THE PSYCHOLOGY OF MONEY By Morgan Housel," focusing on "Mindset" and how emotions and biases shape financial decisions.
Detailed description of "THE PSYCHOLOGY OF MONEY By Morgan Housel," explaining its focus on the psychology behind money and building wealth through smart, patient decisions.
3 Books You Need To Understand Personal Finance
When it comes to building wealth, it's not just about knowing how to earn money — it's about understanding mindset, emotions, and habits. These three books provide the essential framework for mastering personal finances and building lasting wealth. These three books cover everything you ne
nextreadwithjade

nextreadwithjade

24 likes

A Google Sheets dashboard titled 'Cost Splitter Dashboard' with financial summaries for multiple individuals. Large text overlay reads 'GOOGLE SHEETS HOW TO ADD IMAGES'.
A Google Sheets screenshot showing the 'Insert' menu with 'Image' highlighted, demonstrating the first step to add images. The text overlay says '1. INSERT > IMAGES'.
A Google Sheets screenshot showing the 'Image' submenu with 'Insert image in cell' and 'Insert image over cells' highlighted. The text overlay says '2. INSERT IMAGE IN CELL OR INSERT IMAGE OVER CELLS'.
👇🏻How I add images in Google Sheets
First Method: 💻 1. Copy and Paste OR Second Method: 🖥️ 1. Go to Insert > Images 🖼️ 2. Insert images ✅ 3. Upload and browse for image from computer These are the steps on a laptop and steps for the Google Sheets App are slightly different but I’ll bring sharing more tips on using
TheHappyPlanner

TheHappyPlanner

286 likes

A laptop screen displays a Notion-like interface with habit trackers for health, well-being, productivity, and personal development. The text overlay reads "Notion Alternatives for Students, Personal Use," and "xTiles App" is visible on the laptop's keyboard area.
An image showcasing the xTiles app interface, titled "Where Creativity Flows." It features a "Life Weekly Planner" with sections for personal goals, cooking courses, and vacation planning, along with a weekly task list. Details about xTiles' availability and pricing are also shown.
An image displaying the Anytype app interface, titled "Keep It Private." It shows a "Course list" with academic details like course names, departments, and schedules, alongside a sidebar for personal organization. Information about Anytype's availability for all devices and free pricing is included.
Notion Alternatives for Students, Personal Use
Feeling a bit lost in the Notion chaos? No worries, friend! Check out these cool tools that can make your life easier and more fun. Let's dive into three awesome ones: ⟣ xTiles: Where Creativity Flows 🎨 Imagine a digital canvas where you can play around with words, pictures, to-do lists,
Reverelia

Reverelia

628 likes

5 personal finance books to get‼️‼️
These books offer diverse perspectives on managing finances, from behavioral insights to practical strategies. Let me know if you’d like more information or recommendations tailored to specific financial goals! comment below which one would you try first⬇️⬇️⬇️⬇️‼️‼️‼️ #book #moneyaesthetic
Officialbri Financebabe

Officialbri Financebabe

62 likes

A collection of personal development books and a journal, including "101 Essays That Will Change The Way You Think," "Mindset," "The Psychology of Money," "This is How You Heal," and "The Lucky Girl Journal," displayed on a fluffy white surface.
The cover of the book "101 Essays That Will Change The Way You Think" by Brianna Wiest, featuring a minimalist design with black text on a white background, resting on a fluffy white surface.
The cover of the book "This is How You Heal" by Brianna Wiest, with black text on a white background, including the subtitle "A collection from the bestselling author of 101 Essays That Will Change The Way You Think," on a fluffy white surface.
The Best Personal Development Books 🧠🪴
Here are a bunch of my favorite personal development books! A few tips when going into these books: 1. Be open-minded: If you’re reading a book like “This is How you Heal”, chances are you’re trying to come back from a negative experience. Be open to trying new techniques, considering new ideas,
anushkasyna

anushkasyna

309 likes

Personal digital planner update
Updated my planner I made from last time. Added and remove some tabs and design. I liked it a lot. I use my mini iPad and so far it’s been helpful. I still love my pen and paper to my other b6 planner but I do like that everything is together on the iPad where no kids can get to. (Two out of three
resilientmompreneur

resilientmompreneur

703 likes

Free online finance class
If you struggle with finance or even some basic financial knowledge there are so many free online courses! Here are 2 of my favorites! First one is - personal finance 101 everything you need to know Here are some of the things you will learn Build excellent credit Manage debt, including
Glambyroxy

Glambyroxy

659 likes

A monitor displays the Martin AI assistant dashboard with sections for to-dos, reminders, calendar, and chat, set on a desk with a keyboard and plant, illustrating the phrase "Say what you need, it gets it done."
The Martin AI assistant dashboard is shown, featuring to-dos, reminders, calendar, inbox, and a chat interface for sending schedules, emphasizing its ability to use voice commands for tasks like texting and setting reminders.
The Martin AI assistant dashboard displays to-dos, reminders, calendar, and an inbox with emails, highlighting its function to remember and track information across various platforms without repetition.
Your to-do list just got a personal manager
You know when you have too many tabs open in your brain? This app is like closing all of them... at once. Martin is your Al assistant that actually works like a real one. Need to text someone, forward notes, set reminders, or manage your day? Just tell Martin. It connects with your inbox,
Reverelia

Reverelia

363 likes

A woman in sunglasses and a striped shirt sits on stone steps, with text overlay 'finance for the girlies finance must knows for girlies under 25'.
A woman sits on steps, with text detailing the first financial concept: paying off credit card debt, having an emergency fund, and an active retirement fund.
A woman sits on steps, with text explaining the second financial concept: knowing monthly income and expenses to manage savings, investments, and spending.
3 finance things you must know if you’re under 25
how many of these financial concepts do you know? #financeglowup #personalfinances #personalfinanceforwomen #moneymanagement #financebaddie #financialtips
sheywvnx

sheywvnx

145 likes

A Google Sheets habit tracker displaying an annual summary, monthly calendars for January and February, and sections for setting goals and tracking progress. It features '2024 GOALS & HABITS' and 'My Vanilla Girl Inspired Habit Calendar' text.
A close-up of the Google Sheets habit tracker showing 'Step 1: Select month and year' for calendar setup. It highlights the 'ENTER YEAR: 2024', 'SELECT START MONTH: January', and 'SELECT START DAY: Monday' options.
A section of the habit tracker illustrating 'Step 2: Add habits and goals.' It displays a table for 'MONTH'S HABIT' with 'WORKOUT,' 'READ BEFORE BED,' and 'STUDY FOR AN HOUR' listed with their respective goals.
How I track Habits in Google Sheets
My Scrolling Calendar Habit Tracker Benefits : 📖 1. Can start on any Month and the week can be either a Monday or Sunday start 📄 2. I can set goals (days met) for each habit ⭐ 3. Super easy to use one tab design #productivity #healthylifestyle2024 #Lemon8Diary #motivation #dayi
TheHappyPlanner

TheHappyPlanner

225 likes

A digital travel dashboard with a strawberry theme, showing trip details like flights, stays, budget, and itinerary. Overlaid text reads "Creating Your Own Voice ON THE IPAD."
An iPad screen showing the Settings menu, with a red arrow highlighting "Personal Voice" under the Accessibility section, illustrating the first step to create a custom voice.
Multiple iPad screens demonstrating steps to create a personal voice, including toggling "Share Across Devices" and clicking "Continue" on the "Create Your Personal Voice" screen.
Add Your own Voice to IPad Voices✨
In my previous post, I shared that I use Apple’s spoken voice feature to read my notes and pdfs for studying on my #ipadpro . Turns out, we can also record our own voices if we don’t like the defaults that Apple have. I’m using the Nathan enhanced voice but I definitely want to test out my own voi
TheHappyPlanner

TheHappyPlanner

470 likes

Personal Finance Books You Should Read ASAP 📚 P2!
💗 Feeling lost in the world of finance? Personal finance books are your cheat codes to financial freedom! Here's why you should grab a book (or e-reader) and start learning: 💪🏻 Become Your Own Money Master: Learn how to budget, save, invest, and avoid debt traps – all from the comfort of
Jenn | Finance

Jenn | Finance

657 likes

75 SOFT: Finance Edition ✨
Y’all loved my financial take on 75 HARD - and want to see a soft version too. 🧸 Here’s my “soft” take on a 75 day challenge to better your finances! You must commit to each item on this list for 75 consecutive days. If you fail, it’s back to Day 1! 🔙 Just remember, it’s not supposed to be ea
han marie 🍋

han marie 🍋

3562 likes

Personal Finance 101
1. Be motivated & consistent 2. Keep of your track expenses 3. Set up the right bank accounts for you 4. Pay yourself first 5. Budget: spend less than you earn 6. Build an emergency fund and cash cushion 7. Pay off all your debt first 8. Have multiple streams of income 9. Invest wisely
Andrea Davis

Andrea Davis

22 likes

A split image comparing Google Drive/Sheets on the left monitor and Notion on the right, with text asking whether students should use Google or Notion for organization.
A desk setup with a monitor displaying Google Drive, alongside text explaining a preference for Google's flexibility over Notion for student organization.
A monitor displaying Notion, with text overlays detailing its uses for students, including semester planning, study schedules, notes, assignment tracking, and digital filing.
Student; Notion or Google Sheets?
📊 If it’s not organized, it’s not getting done. I built a whole system in Notion to track my classes, apps, MCAT, and even my habits… and honestly? It changed everything. Google Sheets helps me plan my week by energy, not guilt. 💡 Use templates to save time 💡 Add emojis for quick scanning 💡 Al
Tyra-Lee 🩺

Tyra-Lee 🩺

85 likes

A laptop displaying a spreadsheet, with text overlayed saying "how to manage your money for free." A plant sits next to the laptop, with a window showing bare trees in the background.
The Google Sheets logo and text explaining how it's a free, customizable way to manage money. Below, a table shows columns for Total Spending, Total Income, Cash Flow, and Savings with example data.
Text explaining the 50/30/20 budgeting rule: 50% for Needs, 30% for Wants, and 20% for Savings. A pie chart visually represents these percentages.
FREE ways to manage your money💸💰🤑
let's talk about #personalfinance !! financials were something i personally struggled with up until recently.. but it doesent have to be so hard! having access to even just your bank account and a piece of paper is a great start! in this post, i talk about a few ways to manage your mon
Multifunctional Co.

Multifunctional Co.

1294 likes

Personal finance staples for a rich girl💸
Getting your financial shi* together is not optional unless you’re okay with living a traditional life - stressed out, in debt, icky feelings toward money, and no confidence or direction in your money sitch (you deserve so much more babe) Pick one of these rich girl personal finance staples and
Jade Johnson

Jade Johnson

259 likes

how to balance work, fitness, and personal life

Prioritize and schedule: Allocate dedicated time slots for work, fitness, and personal activities in your daily or weekly schedule. By setting aside specific time for each aspect of your life, schedule it as a meeting you CAN'T reschedule. Multitask when possible: Look for opportunities to i
Savannah Wright

Savannah Wright

45 likes

One of the Best Things for Your Personal Finances
I absolutely love Ramit Sethi’s money philosophies. I’ve read his book “I Will Teach You to Be Rich”, listen to his podcast and have watched his Netflix series. I value a lot of the advice and tips he provides, but my favorite is that just getting started on your personal finance journey is one of
Money with Kait

Money with Kait

24 likes

3 Personal Finance Books Part 1
"I Will Teach You to Be Rich" is a personal finance book by Ramit Sethi that emphasizes automating finances, investing in low-cost index funds, maximizing credit card rewards, and focusing on earning more rather than scrimping. It offers practical steps to achieve financial success through
Femfinances

Femfinances

18 likes

Retirement Accounts 101 | Personal Finance
Roth IRAs and 401(k)s are both popular retirement savings accounts that offer tax advantages to help you grow your nest egg for later years. Here's a breakdown of each and why you should consider them for your future: Roth IRA: Contributions: You contribute money you've already paid t
Jenn | Finance

Jenn | Finance

36 likes

Excel goal and metric dashboard
Track personal or business goals with this goal tracking template. Lever 3 on my site. #template #excel #exceltraining #exceltips #work
Excel tips at XecuteTheVision

Excel tips at XecuteTheVision

10 likes

6 Finance Tips for Single Mothers🧑‍🧒‍🧒
In 2023, there were 7.3 million single-mother households💜 Here are 6 finance tips EVERY single mother should know 🫶🏽🍵 Tag a single mother who needs these easy finance tips to live better🏷️ #adviceforwomen #singlemom #financialadviceforwomen #lifeadviceforwomen #tipsforwomen #w
adviceforwomen

adviceforwomen

614 likes

See more