Personal Finance Dashboard

Take control of your finances with this easy-to-use Personal Finance Dashboard, built in Power BI and designed for individuals who want clarity, simplicity, and actionable insights.

✅ What’s Included:

• Clean, fully interactive Power BI template (.pbix)
• Ready-to-use datasets (income, expenses, savings and goals, budget)
• Linked dimension tables (Categories, Budget, Goals)
• Pre-built visuals and KPIs for:
• Monthly Income & Expenses
• Cash Flow & Budget Tracking
• Debt vs. Savings
• Goal Progress & Deadlines
• Savings Rate %

🔧 Built for:

• Individuals & families managing personal finances
• Power BI users looking to explore data storytelling in everyday life
• Freelancers, remote workers, or anyone with multiple income streams

A clear snapshot of where your money goes, how your goals are progressing, and how to plan smarter — all in one powerful dashboard.