Finance Dashboard!
Ever since I posted my first finance dashboard last year online, I’ve gotten lots of requests to get the template. Unfortunately, it was quite messy. So in the last 9 months I’ve redesigned and simplified it from scratch. It’s taken more than 40 hours.

It should be easy to use and you can download it straight away (no sign ups or registration. Just an excel (.xlsx) file. Go to Tab 2 “How to use” for instructions. Enjoy!

Direct download link to Finance Dashboard for FI V5.3.

  • Dashboard
  • How to use
  • Data Input
  • Investing Projections
  • Monthly Balance Sheet
  • Trading Tracker

Gallery Images


  • 5.2: Added Inflation to Cost of Living (Tab Investing Projections).
  • 5.3: Updated dashboard time to FI calculations with accummulating interest.

Direct download link to Finance Dashboard for FI V5.3.

Please note that this is a volunteer project and the template is offered for free. I don’t have much time available to make changes or customize it based on your needs, however, if you want me to work on something specific for a fee, contact me. If you spot any mistakes, please contact me on Facebook or reply to the original post where you found the link.


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