Designed a professional Excel Personal Finance Dashboard to help users track and understand their...Designed a professional Excel Personal Finance Dashboard to help users track and understand their...
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Taifa Khan
• Aug 19
Designed a professional Excel Personal Finance Dashboard to help users track and understand their financial activity in one clear, interactive view.
The dashboard provides an overview of income, expenses, savings, budgets, financial goals, account balances, and payment methods, allowing users to monitor their finances and identify spending patterns more easily.
I organized and analyzed transaction data in Excel and transformed it into a visually engaging dashboard with KPI summaries, category analysis, monthly trends, account breakdowns, and interactive filters.
Key features: • Income & expense tracking • Savings and budget monitoring • Category-wise spending analysis • Monthly financial trends • Account and payment-method analysis • Financial goal tracking • Interactive Excel dashboard • Clear visual summaries for faster decision-making
Tools: Microsoft Excel, Pivot Tables, Data Analysis, Data Visualization, Dashboard Design
Outcome: A clean, easy-to-understand financial dashboard that turns transaction data into actionable financial insights
Data AnalysisMicrosoft Excel
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