Excel Financial Dashboard Expert
Budget: $10 – $30 CAD
Hi there!
Dashboard in Excel with split logic & annual overview. I manage my partner's and my own finances in two different Excel spreadsheets because we like to keep track of our finances separately. However, we also have many shared expenses, which often means I have to do double work...
To make things more efficient, I'd like a template that centralizes everything and also makes certain steps even easier:
- Recurring fixed costs should be automatically recorded every month/year and can be edited on a separate page if something changes.
- Shared fixed costs (e.g., rent) and shared variable costs (e.g., purchases) should be recorded so that they are proportionally included in my expenses and those of my partner (similar to the app "Splid").
- There should also be monthly and annual overviews (income, fixed costs, variable expenses, savings, budget), with my finances clearly separated from those of my partner. Nevertheless, an overall analysis that summarizes my and his finances would also be cool!
- At the same time, I would like to be able to use a filter function to see how much money we spent on a specific category throughout the entire year or on individual months. I would like to be able to browse both my own finances and his separately.
- I would also like to be able to display joint expenses in a specific category (e.g., shopping) in summary form for the entire year or individual months using a filter function.
- For my partner, I would also like to be able to separate personal and business expenses.
- Money we save (e.g., in stocks) should be deducted from the budget but displayed as savings in an asset overview. Here, too, it should be clear what his share is and what mine.
- Since my partner is self-employed, I want his tax payments and income to be tracked separately from other expenses/income, so that we can also see what his gross and net income is.
Dashboard in Excel with split logic & annual overview. I manage my partner's and my own finances in two different Excel spreadsheets because we like to keep track of our finances separately. However, we also have many shared expenses, which often means I have to do double work...
To make things more efficient, I'd like a template that centralizes everything and also makes certain steps even easier:
- Recurring fixed costs should be automatically recorded every month/year and can be edited on a separate page if something changes.
- Shared fixed costs (e.g., rent) and shared variable costs (e.g., purchases) should be recorded so that they are proportionally included in my expenses and those of my partner (similar to the app "Splid").
- There should also be monthly and annual overviews (income, fixed costs, variable expenses, savings, budget), with my finances clearly separated from those of my partner. Nevertheless, an overall analysis that summarizes my and his finances would also be cool!
- At the same time, I would like to be able to use a filter function to see how much money we spent on a specific category throughout the entire year or on individual months. I would like to be able to browse both my own finances and his separately.
- I would also like to be able to display joint expenses in a specific category (e.g., shopping) in summary form for the entire year or individual months using a filter function.
- For my partner, I would also like to be able to separate personal and business expenses.
- Money we save (e.g., in stocks) should be deducted from the budget but displayed as savings in an asset overview. Here, too, it should be clear what his share is and what mine.
- Since my partner is self-employed, I want his tax payments and income to be tracked separately from other expenses/income, so that we can also see what his gross and net income is.