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📊 Personal Finance Dashboard Pro (Google Sheets)

âœĻ 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

ðŸŽŊ help you know immediately

How much money came in?

Spend with what?

And how much money each month has left.

âœĻ 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

4/29 Edited to

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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: 💊ðŸŧ Become Your Own Money Master: Learn how to budget, save, invest, and avoid debt traps – all from the comfort of
Jenn | Finance

Jenn | Finance

659 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

21 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

730 likes

A laptop screen displays a customized Canvas dashboard with pink-themed course cards and a to-do list. Text overlay reads: 'HOW TO CUSTOMIZE YOUR CANVAS DASHBOARD FOR COLLEGE CLASSES! So cute and so aesthetic!!'
A laptop screen shows the Google Chrome browser open to the Google search page, with the word 'Google' circled in pink. Text overlay instructs: '1. GO TO CHROME! (YOU HAVE TO USE CHROME) I COULDN'T GET IT TO WORK ON SAFARI!'
A laptop screen displays the Chrome Web Store page for 'Better Canvas,' with a pink arrow pointing to the 'Remove from Chrome' button. Text overlay instructs: '2. GO TO BETTER CANVAS AND ADD IT TO CHROME!'
YOUR CANVAS DASHBOARD for college classes!
Make your canvas dashboard more atheistic !! 💝😊💌🎀😇ðŸĨģ 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

1729 likes

BUILD PERSONAL CREDIT
Your credit report is a big part of your financial health, so make sure to stay on top of it! Drop any questions you have below and let's get that credit score up together! T #CreditReport #FinancialTips #CreditScore #MoneyMatters #Adulting101
BailoutCredit

BailoutCredit

6 likes

9 Golden rules of Personal Finance
âœĻUnlock financial prosperity with the 9 Golden Rules of Personal Finance: Your roadmap to wealth and security. 1. Money needs organization (Budget) 2. Money needs controlling (Budget) 3. Prioritize and spend consciously 4. Let your money Grow Old ( Save 1 month of expenses) 5. Life Happe
Financial Coach + Photographer

Financial Coach + Photographer

12 likes

A Beginners Challenge to Teach Personal Finance!
Try this if you want to teach your kids great money skills! #learningaboutmoney #financialliteracy #kidsbelike #parentingjourney
Sam | Kid’s Money Skills ðŸ’ļ

Sam | Kid’s Money Skills ðŸ’ļ

24 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

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 ðŸŦķðŸ―ðŸĩ Tag a single mother who needs these easy finance tips to live better🏷ïļ #adviceforwomen #singlemom #financialadviceforwomen #lifeadviceforwomen #tipsforwomen #w
adviceforwomen

adviceforwomen

629 likes

A computer screen displays a Google Sheets budget template with various financial tracking sections. In the foreground, a green smoothie is visible, and small potted plants adorn the monitor. Text overlays read 'Healthy Girls BUDGET' and 'How I Budget with Google Sheets'.
A close-up of a Google Sheets budget dashboard shows charts for monthly income, expenses, and debt payments. It includes trackers for income, expenses, and recurring costs, providing a visual overview of financial flow.
A Google Sheets 'Paycheck Estimator' tab is displayed, detailing estimated gross and net pay based on hours and wage. An arrow points to the estimated net pay, with text explaining its use for planning ahead.
💚 How I Budget with Google Sheets 💚
So I started using this budget method quite a few years ago and while sometimes I fell off course, I always came back to it. After refining my process and practicing self discipline, I’ve been able to stick with my budget. I recently started a new job and decided I would make it my goal to pay
Vi

Vi

46 likes

how to balance work, fitness, and personal lifeâ€Ļ
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

A collage showcasing five Google Sheets dashboards: Content Calendar, Savings Dashboard, Tax Refund Dashboard, Bucket List Bingo, and Net Worth Dashboard, with the title '5 Ways to use Google Sheets'.
A Google Sheets '2024 Content Calendar' dashboard displaying monthly calendars for January and February, including planned and published content, platform goals, and a breakdown of published posts.
A Google Sheets 'Savings Dashboard' titled 'My Cats and Savings', featuring multiple 'Sinking Fund' sections with cartoon cats, savings progress, and a 'Food Shop' tracker.
5 Ways to Use Google Sheets (besides Budgeting)
🗓ïļ 1. Content Calendar 💰 2. Savings Dashboard ðŸ’ļ 3. Tax Refund Dashboard ðŸŠĢ 4. Bucket List Bingo 📈 5. Networth Dashboard #googlesheets > #excel #personalfinance #finance #springreset #planner #dayinmylife #personalfinance #savingmoney #budgettemplate
TheHappyPlanner

TheHappyPlanner

511 likes

A young man sits at a laptop, with text overlay "Beginner-Friendly Money Management Tips" and a "Swipe" indicator. This image serves as the cover for personal finance advice.
A financial tip titled "1) FOCUS ON YOUR NEEDS" explains understanding income for budgeting. A table shows a planned split of expenses: 50% for Needs (2250), 30% for Wants (1350), and 20% for Savings (900).
A financial tip titled "2) TRACK YOUR SPENDING" advises monitoring where money goes. Tables detail example expenses for "Needs" (Rent, Internet, Groceries) and "Wants" (Streaming, Dining Out, Uber, Shopping, CVS).
Personal finance tips for beginners
Ready to take control of your finances? Start with these beginner-friendly tips: focus on your needs, track your spending, and build a habit of saving. These small, simple steps make managing your money less overwhelming and more effective. Swipe for practical advice to help you get started today!
Kevin’s Templates

Kevin’s Templates

8 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

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 VoicesâœĻ
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

473 likes

Level Up Your Personal Finance Literacy | #4
The world of investing can seem intimidating, but understanding some key terms can be your first step towards building wealth. Here's a breakdown of essential investment 101 definitions: Asset: An investment you own that has the potential to grow in value over time. Stocks, bonds, real estat
Jenn | Finance

Jenn | Finance

15 likes

The image shows several personal growth and relationship books in a bookstore, including 'Get Your Sh*t Together Journal' by Sarah Knight, 'Think and Grow Rich Journal,' and 'Why Men Love Bitches' by Sherry Argov. Overlays indicate the user is a 'BOOK LOVER' and a 'Big fan of Sarah Knight, Napoleon Hill, Sherry Argov.'
Personal Growth Books ðŸŒļ
Hey babes ! So I’ve been trying to get back in the habit of reading books cause god knows i can’t tell you how long ago ive sat and read a chapter book constantly. However i decided to visit my local barns and noble and purchase some new books to read . I’m so excited to start my personal growth an
Andrnique

Andrnique

62 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 moneyðŸ’ļ💰ðŸĪ‘
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.

1290 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

Personal finances ðŸ’ĩ
ðŸ’ĩðŸ’ĩðŸ’ĩðŸ’ĩ Invest in yourself and your abilities so you can create opportunities to earn more money. You can budget yourself to death, but if your earnings do not increase, you live that existence forever. #letschat #financialplanning #finance #moneyhabits #lemon8challenge
ohsweetie

ohsweetie

68 likes

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