Interactive Personal Finance Tracker

I need an Excel workbook that pulls my entire financial picture into one place. The front-page dashboard should feel like a small budgeting app: a clean, colour-coded layout that mixes a quick snapshot of key numbers with the option to drill down for a deeper dive.

Behind that main tab, I want fully customisable sheets where I can log every transaction, set saving or debt-pay-down goals, and watch my progress month-over-month. Think of dynamic formulas, drop-down categories, conditional formatting, perhaps a few pivot tables or slicers—anything that keeps data entry light and insights obvious. As long as the structure remains flexible, I’m happy for you to automate calculations with VBA or Power Query if it streamlines things.

Deliverables I’m expecting:
• Main dashboard tab combining high-level metrics and expandable detail, anchored by pie-chart and other graph visuals.
• Separate input tabs for Income, Expenses, Savings, and Debt, each pre-formatted but easy for me to modify.
• Goal-tracking logic (e.g., target vs. actual bars) that updates automatically each month.
• Month-over-month summary view that compares progress and highlights trends.

I’ll consider the job complete when I can open the file, paste or import new transactions, and see every figure, chart, and goal refresh instantly without manual tweaks. If this sounds like your kind of build, let’s get started.