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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
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
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📊 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
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