Google Sheets Template

Finance Dashboard

Your complete financial picture in one spreadsheet.

Track net worth, manage multiple accounts, plan debt payoff with avalanche or snowball methods, monitor investments, and hit savings goals. A premium finance dashboard that updates automatically as you log transactions.

$29one-time payment
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Secure checkout Instant download Google Sheets compatible
Instructions
Setup
Dashboard
Transactions
Accounts
+5 more

Everything included

Built with real formulas, conditional formatting, and data validation. Not just pretty cells.

Net worth tracker with monthly snapshots
All-in-one dashboard with 6 auto-updating charts
Transaction log with 12 category dropdowns
Multi-account management (checking, savings, credit, investment)
Savings goal progress bars with target dates
Debt payoff calculator (avalanche and snowball methods)
Investment portfolio tracker with gain/loss
Monthly cash flow analysis
Conditional formatting (positive green, negative red)
Cross-tab formulas linking everything to the dashboard
Pre-filled sample data with realistic transactions
Works with Google Sheets, Excel, and Numbers

Why this template works

Your net worth at a glance

The dashboard shows your total assets, total liabilities, and net worth with a trend chart that tracks progress month over month. See the big picture without digging through bank apps.

Crush your debt strategically

Enter each debt with its balance, interest rate, and minimum payment. The calculator shows payoff dates for both avalanche (highest interest first) and snowball (smallest balance first) methods.

Savings goals you can see

Name your goals, set target amounts and dates, and watch progress bars fill up. The template calculates how much you need to save monthly to hit each target on time.

Every transaction categorized

Log transactions with date, amount, account, and category. Dropdowns keep everything consistent. The Monthly Summary tab auto-calculates totals by category so you see spending patterns.

10 tabs, all connected

Every tab feeds into the dashboard. Change one number and watch everything update.

1

Instructions

Setup guide and feature overview

2

Setup

Accounts, income sources, goals, and preferences

3

Dashboard

Net worth, savings rate, cash flow, and 6 charts

4

Transactions

Log every transaction with category dropdowns

5

Accounts

All accounts with running balance tracking

6

Net Worth

Monthly snapshots of assets vs. liabilities

7

Savings Goals

Target amounts, progress bars, and timelines

8

Debt Payoff

Avalanche and snowball payoff calculators

9

Investments

Portfolio holdings, cost basis, and gain/loss

10

Monthly Summary

Auto-calculated income, expenses, and trends

Questions about this template

What accounts can I track?
Any account: checking, savings, credit cards, loans, investments, retirement, even crypto wallets. Add as many as you need.
How does the debt payoff calculator work?
Enter each debt with its balance, interest rate, and minimum payment. The template calculates payoff timelines using both the avalanche method (targeting highest interest first) and snowball method (targeting smallest balance first).
Can I track investments?
Yes. The Investments tab lets you log holdings with ticker, shares, cost basis, and current value. It calculates total gain/loss and allocation percentages.
How is this different from the Annual Budget Planner?
The Budget Planner focuses on monthly income vs. expenses across 12 months. The Finance Dashboard is broader: it tracks net worth, multiple accounts, debt payoff, investments, and savings goals. If you want both, grab the bundle.
Does it connect to my bank?
No. This is a standalone spreadsheet. You enter transactions manually, which many people prefer because it forces you to stay aware of your spending. No third-party access to your accounts.

Ready to get organized?

Download the Finance Dashboard, open it in Google Sheets, and start tracking in under five minutes.

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