Budget Excel Dashboard

A personal finance dashboard, all-in-one cockpit for financial clarity. It breaks down your income, expenses, and goals into colorful visuals, tracks progress, connects to accounts, and provides actionable insights to empower your financial journey.

About Project

Successfully developed this dashboard for a client to tracks income in colorful graphs, monitor debt progress with interactive charts, and keep tabs on spending across categories, all in one visually stunning hub.

Budget allocation and spending analysis are woven into the fabric of the dashboard. It categorize your transactions, generate insightful visualizations, and track your progress against your customized goals. Budgeting becomes a breeze, goals stay within sight, and insights whisper wise tips for financial optimization. Your money, visualized, informed, and on the move towards your dreams. Let the dashboard do the driving, and enjoy the ride

Note: Excel for the web does not support running or interacting with Form Controls. To use Form Controls, open this file with the desktop app.

Client

Financial Advisor

Client

Financial Advisor

Role

Excel Dashboard Developer

Role

Excel Dashboard Developer

Services

Data Cleaning, Data Manipulation, Data scrapping, Data Visualizations

Services

Data Cleaning, Data Manipulation, Data scrapping, Data Visualizations

Live Dashboard

See on Sharepoint

Live Dashboard

See on Sharepoint

Github

Check My Project Base

Github

Check My Project Base

"Working with Jessie Mendez has been an absolute game-changer for our business. We couldn't be happier with the results!"

Waqas Ahmad –Business Intelliegence Analyst

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