Description
Control your whole financial life from one dashboard.
The Ultimate Personal Finance Dashboard is an automated spreadsheet system to track income, spending, budgets, debts, credit cards, savings, bills and net worth. Pick a month and year — every KPI card and chart updates instantly.
Key features
- Automated calculations — no formulas to type.
- Monthly and annual financial summaries.
- Expense categorisation with dropdowns.
- Debt repayment monitoring with Snowball vs Avalanche comparison.
- Savings progress tracking.
- Monthly net worth calculations.
What is included
- Microsoft Excel workbook (.xlsx) — Bahasa Malaysia and English editions.
- Google Sheets template link (Make a copy).
- Quick-start PDF guide (BM & English).
- A sample-data version to explore.
- A clean version without sample transactions.
Compatibility
- Microsoft Excel 2016 or later (Windows & Mac)
- Microsoft 365 and Excel for the web
- Google Sheets (web browser and mobile app)
- No macros, add-ons or subscriptions
A financial tracking and planning tool — not professional financial advice.
FAQ
How do I receive my purchase?
As soon as your payment succeeds, your download links appear on the order confirmation page, are emailed to you and stay available under My Account.
Do I need Microsoft Excel?
Not necessarily. The files work in Excel 2016 or later, Microsoft 365 and the free Excel for the web. You can also use Google Sheets.
Can I use Google Sheets?
Yes. Every purchase includes a Google Sheets link — click Make a copy and the copy becomes yours in your own Google account.
Is it suitable for beginners?
Yes. Every product includes a Start Here tab, sample data and a step-by-step PDF guide. You only fill in the white cells — the calculations are automatic.
Can I get a refund?
Because digital products can be downloaded instantly, purchases are generally non-refundable. If a file is faulty or cannot be opened, contact us and we will help or refund you. See our Refund Policy for details.