Dashboard Personal Budget | Desktop and Mobile | Excel Spreadsheet Template
Originally published: 13/02/2019 08:02
Last version published: 09/10/2019 09:14
Publication number: ELQ-62566-3
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Dashboard Personal Budget | Desktop and Mobile | Excel Spreadsheet Template

Dashboard Personal Budget is a friendly tool presenting you your budget in a new edition. For Mobile and Desktop use.

Description
Do you want to control your expenses?

Dashboard Personal Budget is a great tool with quick access to budget comparison and analysis. Its basic function is to present income, costs and profit from your business or household.
Friendly tool presenting you your budget in a new edition.
The Personal Budget allows you to look at expenses and revenues from a different perspective. The Dashboard provides you the key information you need. Get insight into your budget!

- All in One file,
- Macro Free Dashboard (Without VBA)!
- Friendly with bank statements
- Friendly for manual data entry
- Set you Dashboard view by the year and month,
- Easy to manage your data
- Easy to filter data on both mobile and desktop
- Modern design,
- Light and efficient,
- Ready for printing on one page,
- A lot of features,


How to use? It's easy!
1. Copy-Paste your bank statements -or- Enter your data manually to data sheet
2. Set (or not) your custom categories
3. In Desktop use: Refresh your page (pivot tables)
4. Enjoy your Dashboard!

Mobile users:
Although slicers are disabled in the mobile view, you can still filter the data. I built my solution for this purpose.

Compatibility with version MS Excel 2010 and later. If you need version for Excel 2003, please contact me.

This Best Practice includes
1 Zip file contains 1 xslx file for Excel 2013 and above, 1 xlsx for Excel 2010 and link to Google Sheets

Acquire business license for $14.00

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Further information

Both Mobile and Desktop quick access to budget comparison or analysis and also for control expenses.


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