Annual & Monthly Budget Spreadsheet With Dashboard
🚀 Dashboard Features
1️⃣ Period Selection
🔹 Choose a month or view the entire year using the dropdown menu.
🔹 The dashboard updates automatically to reflect the selected period.
2️⃣ Income Allocation
🔹 Track total earnings for the selected period.
🔹 See how your income is allocated across expenses, bills, and savings.
3️⃣ Budget Breakdown
🔹 Compare planned vs. actual amounts for income, expenses, and savings.
🔹 Gain clear insights into your financial performance.
4️⃣ Notifications
🔹 Stay updated on unpaid bills and due dates.
🔹 Alerts adjust dynamically based on your selected month.
5️⃣ Expense Analysis
🔹 Monitor actual vs. budgeted spending in key categories.
🔹 Color-coded visuals highlight overspending or savings.
6️⃣ Insights
🔹 Get a quick comparison of budget vs. actual data.
🔹 Analyze income sources and spending patterns effectively.
⚙️ Customizing Your Data
📌 Budget Tab
✔ Input and adjust your monthly or yearly budget.
✔ Any changes update the dashboard automatically.
📌 Actual Flow Tab
✔ Record income, expenses, and bills in real time.
✔ Filter data by category, subcategory, or month for detailed tracking.
Excel sheet template including the dashboard