Cryptoportfolio/livingfinance dashboard
Budget: £20 – £250 GBP
My new upcoming job will be paying me in Bitcoin.
This means I need to keep a record of all payments made to me and the value of these payments at the time of receipt.
I also have many crypto wallets and I would like to be able to keep track of my money whether I withdraw it to a fiat bank for bills/rent/tax, invest it into other cryptocurrencies or use it on a crypto/fiat debit card for general expenses. It all feels like a bit of a mess at the moment and having everything recorded in one place with an easy viewing dashboard I think will solve this.
I have done a great job so far (I think) of creating this but I am struggling a bit (it could also be achieved a bit more neatly too, I’m sure); I have a file which brings live data of top 1000 coins from CMC API, the coins I am interested in are filtered out using power query before the data is imported to the workbook. I have another power query which allows me to extract my crypto investments from my transactions and join them up to the live data, allowing me to calculate my current value after a data refresh (end goal is to make this occur at regular intervals in the day, which I believe is as easy as ticking a box). I have a finance side which separates my living expenses and allows me to use that data to follow what I’m spending my money on.
I also want to take something like a snapshot of my portfolio value at regular intervals and store it in a table, so I can create a line graph displaying this value over time.
There is a slight problem I am having too where the formatting is changed slightly on my dashboard every time my data is refreshed, resulting in my charts gradually being pushed down out of view. I believe this has something to do with the pivot table on the dash but Not sure if it’s best to start again or if it is an easy to fix problem (all objects have the correct settings to not be moved, resized or scaled, I am sure of this).
This means I need to keep a record of all payments made to me and the value of these payments at the time of receipt.
I also have many crypto wallets and I would like to be able to keep track of my money whether I withdraw it to a fiat bank for bills/rent/tax, invest it into other cryptocurrencies or use it on a crypto/fiat debit card for general expenses. It all feels like a bit of a mess at the moment and having everything recorded in one place with an easy viewing dashboard I think will solve this.
I have done a great job so far (I think) of creating this but I am struggling a bit (it could also be achieved a bit more neatly too, I’m sure); I have a file which brings live data of top 1000 coins from CMC API, the coins I am interested in are filtered out using power query before the data is imported to the workbook. I have another power query which allows me to extract my crypto investments from my transactions and join them up to the live data, allowing me to calculate my current value after a data refresh (end goal is to make this occur at regular intervals in the day, which I believe is as easy as ticking a box). I have a finance side which separates my living expenses and allows me to use that data to follow what I’m spending my money on.
I also want to take something like a snapshot of my portfolio value at regular intervals and store it in a table, so I can create a line graph displaying this value over time.
There is a slight problem I am having too where the formatting is changed slightly on my dashboard every time my data is refreshed, resulting in my charts gradually being pushed down out of view. I believe this has something to do with the pivot table on the dash but Not sure if it’s best to start again or if it is an easy to fix problem (all objects have the correct settings to not be moved, resized or scaled, I am sure of this).