Annual Financial Summary Dashboard | Excel Template for Income, Expenses & Profit

Greetings!

Managing and recording our income and expenses throughout the year can often feel overwhelming. Without a proper system in place, it becomes difficult to assess how we’re really doing financially.

That’s why we’ve created this easy-to-use worksheet—perfect for anyone looking to take the first step in organizing their finances. Whether you prefer working digitally or printing things out, this tool has you covered.
✨ Key Features:

• Monthly Income & Expense Tracking: Just enter your income (e.g., salary, car sold, rent received) and expenses (e.g., groceries, rent, utility bills) into the dedicated tables for each month.
  

• Automatic Calculations: Totals and balances are calculated instantly.
  

• Customizable Categories: You can easily change or rename income and expense categories to match your personal or business needs.
  

• Individual Monthly Graphs: Each month now includes separate graphs showing a clear visual breakdown of your income and expenses for that specific month.
  

• Summary Dashboard: A comprehensive year-end overview including:
  

  • Aggregate profit
    

  • Average monthly income and expenses
    

  • Maximum and minimum values across the year
    

  • Graphical representations of trends for easy analysis
    

• Multi-Year Usage: The spreadsheet is reusable year after year—no need to start over!
  

1. Go to the monthly tab (e.g., January).
   

2. Enter your income sources in the Income Table and your spending in the Expenses Table.
   

3. View automatic totals and a clear graph for that specific month.
   

4. Head over to the Summary Sheet to analyze your full year at a glance.