Sign in to confirm you’re not a bot
This helps protect our community. Learn more

Start Personal Finance Tracker Dashboard (Excel)

0:00

Key Features: Bill Alerts, Net Worth & Income Tracking

0:34

Download Template & Dataset from Other-Levels.com

1:18

Prepare and Structure Raw Data Table

1:40

Set Up Income & Expense Categories and Subcategories

2:42

Format Excel Background with Custom Shapes & Colors

3:11

Insert Circles, Triangles, and Pattern Fills for Visual Design

6:03

Add Border and Corner Accents to Frame Dashboard

11:38

Adjust Row Height and Create Navigation Pane

14:13

Add User Info, Job Title, and Personal Photo

15:40

Move & Format Income and Expense Data Table

16:57

Use Slicers Instead of Filters for Easier Navigation

18:09

Design Category Sections for Housing, Personal, Transport

20:01

Repeat Design Process for Income Section

21:52

Hide Extra Columns and Disable Excel Headings

22:39

Apply Conditional Formatting for Bill Status (Paid/Late)

23:29

Format Slicers (Colors, Columns, Header Off, Locked)

24:58

Add Navigation Buttons for Dashboard Sections

25:40

Insert Title, Icons, and Hyperlinks

26:22

Hide Unused Table Elements & Final Adjustments

27:27
Other Level’s tagged products below. Learn more
Animated Excel Dashboard !! Personal Finance Tracker with Net Worth, Income & Expense Tracking
8.1KLikes
520,076Views
2022Oct 10
https://www.other-levels.com 🌍 🏅 The #1 Website Worldwide for Excel Dashboard Templates, Reports, and Professional Analysis Tools. 🎖️ 🏆 Other Levels YouTube Channel — The #1 Authority for Excel Dashboards on YouTube, with over 24 million views and a global impact. 💼 Other Levels Services 🎓 Master Excel Dashboards Join over 100,000 learners in our top-rated online course and gain the skills to create professional Excel dashboards from scratch. 👉 Enroll today: https://other-levels.com/products/mas... To watch the full Tutorials? Join our channel Membership    / @otherlevels   🎓 Free Excel Courses On YouTube: Single Dynamic Excel Dashboard    • Single Dynamic Excel Dashboard   Multiple Dynamic Excel Dashboards    • Multiple Dynamic Excel Dashboards   Have a question about this template? 👇🏻Comment down below Let’s connect on social LinkedIn   / other-levels-com   Facebook   / other.levels.official   Instagram   / other.levels   TikTok   / other.levels   Playlists Data Analysis By Power Point    / watch   PowerPoint Slides    / watch   CV/Resume Templates    / watch   Organizational Structure Chart    / watch   PowerPoint Templates    / watch   PowerPoint Dashboard    / watch   Modern Excel Reports    / watch   📊 Animated Personal Finance Tracker Excel Dashboard Master your finances with this sleek and interactive Excel Dashboard from Other Levels. Featuring dynamic animations and intuitive visuals, this template helps you take control of your budget, income, expenses, assets, and overdue bills—all in one place! 💼 Key Dashboard Highlights: Track your Available Balance & Total Net Worth Visual progress toward Monthly Income Goals Log and monitor Gold, Warehouse, Stock & Land Assets Breakdown of Total Income & Spending Categorized 4 Income Sources and 3 Spending Types (Housing, Personal, Transactions) Monthly Income vs. Expenses Trends Auto-highlight of Maximum Spending & Income Overdue Bill Alerts to avoid missed payments 📈 Ideal for: Budget-conscious individuals Freelancers & entrepreneurs Families managing household expenses Students managing allowances Anyone who prefers animated, clean, and dynamic Excel dashboards 🖥 Built using Microsoft Excel only — no macros or external tools. Fully editable, compatible with both Mac & Windows. Start managing your financial life like a pro with the Animated Personal Finance Tracker Excel Dashboard by Other Levels! 00:00 Start Personal Finance Tracker Dashboard (Excel) 00:34 Key Features: Bill Alerts, Net Worth & Income Tracking 01:18 Download Template & Dataset from Other-Levels.com 01:40 Prepare and Structure Raw Data Table 02:42 Set Up Income & Expense Categories and Subcategories 03:11 Format Excel Background with Custom Shapes & Colors 06:03 Insert Circles, Triangles, and Pattern Fills for Visual Design 11:38 Add Border and Corner Accents to Frame Dashboard 14:13 Adjust Row Height and Create Navigation Pane 15:40 Add User Info, Job Title, and Personal Photo 16:57 Move & Format Income and Expense Data Table 18:09 Use Slicers Instead of Filters for Easier Navigation 20:01 Design Category Sections for Housing, Personal, Transport 21:52 Repeat Design Process for Income Section 22:39 Hide Extra Columns and Disable Excel Headings 23:29 Apply Conditional Formatting for Bill Status (Paid/Late) 24:58 Format Slicers (Colors, Columns, Header Off, Locked) 25:40 Add Navigation Buttons for Dashboard Sections 26:22 Insert Title, Icons, and Hyperlinks 27:27 Hide Unused Table Elements & Final Adjustments #PersonalFinance #ExcelDashboard #BudgetTracker #AnimatedExcelDashboard #NetWorthTracker #MoneyManagement #FinancialGoals #ExpenseTracker #OtherLevels #IncomeTracker #ExcelTemplate #OverdueBills
44 lessons
Multiple Dynamic Excel Dashboards
Other Level’s

Course progress

0 of 44 lessons complete

Follow along using the transcript.

Other Level’s

375K subscribers