Features Income and Expense Tracking: Visualize monthly income and expenses to understand spending patterns. Budget Analysis: Compare actual spending against budgeted amounts to identify areas for improvement. Savings Overview: Track savings progress over time with interactive charts and graphs. Debt Analysis: Monitor and analyze debt reduction strategies. Data The dataset includes sheets for:
Income: Record monthly income sources. Expenses: Log monthly expenses in different categories. Savings: Track savings contributions and balances. Debt: Monitor debt payments and outstanding balances. Analysis The Excel dashboard employs various features such as pivot tables, charts, and conditional formatting to provide a comprehensive analysis of personal finances. Formulas and functions are used to automate calculations and visualize trends.
Results Summarize key insights and trends obtained from the analysis. For example:
Expense Patterns: Identified areas of high spending and potential cost-saving opportunities. Budget Adherence: Analyzed how closely actual spending aligns with budgeted amounts. Savings Growth: Visualized the growth of savings over time.