Personal Finance Dashboard

My interactive Personal Finance Dashboard is designed to help you take control of your finances and achieve your financial goals.

This dashboard allows you to track your income, expenses, and savings all in one place. You can set budgets, monitor spending, and analyze your financial trends to help you make better financial decisions


In this project, I first collect the raw data such as income, expenses, savings, and investments.

From various sources such as bank statements, credit card statements, and receipts, and input this data into the excel.


Once the data is collected, it needs to be cleaned and organized to ensure accuracy and consistency. 

This involves removing duplicate entries, correcting errors, and performing data validation.


And using pivot tables to  summarize and analyze the data we have to generate reports 

that provide valuable insights into the project performance.




Finally, I start building the Personal Finance dashboard. 

This involves using pivot charts and slicers to create a user-friendly interface that allows you

  interact with the data and gain insights at a glance.

Pivot charts allow you to visualize the data in various formats such as bar charts, and Line charts,

 Making it easy to give you an overview of your financial situation and to highlight any areas that need attention.


Files

You can access this dashboard in my Github Page  Here