💸 Personal Finance Tracker Dashboard – Excel

A comprehensive and interactive Personal Finance Tracker Dashboard built using Microsoft Excel. This project was inspired by a workshop session led by Freedom and hosted by Evergreen Digital Tech Solution. The aim was to enhance financial visibility using a user-friendly and visually appealing dashboard design.

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🧩 Problem Statement

Design and develop a Personal Finance Tracker Dashboard in Excel that offers a seamless user experience with advanced UX elements. The dashboard should help users:

• Track income and expenses
• Visualize category-wise spending
• Understand saving patterns
• Interact with data dynamically

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🛠️ Tools & Features Used

• Microsoft Excel
• Pivot Tables
• Slicers
• Custom Icons from Flaticon
• Wireframing and Layout Planning
• UX-focused Dashboard Design

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✅ Project Steps

1. Data Cleaning & Preparation

• Identified and cleaned data anomalies (if any).
• Added helper columns to simplify calculations (e.g., Month, Month Number, Net Amount, etc.).
• Ensured consistent formatting and data types.

2. Data Analysis

• Created Pivot Tables to calculate:
  • Total Income & Expense
  • Category-wise breakdown
  • Monthly & Weekly trends
  • Net Savings
• Finalized color themes, layout structure, and visual hierarchy.
• Used custom icons and labels for intuitive understanding.

3. Dashboard Design

• Built an interactive dashboard layout with:
  • Key Metrics Cards (Total Income, Expense, Savings)
  • Monthly and Monthly Trend Charts
  • Slicers for dynamic filtering (e.g., by Month)
• Enhanced navigation and user flow using a clean, structured design.

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📌 Key Highlights

• Hands-on practice in combining design thinking with data analysis in Excel.
• Focus on UX Design – alignment, hierarchy, icons, and color theory.
• Dashboard is scalable for personal or educational use.

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🔗 Reference

This project was inspired by a learning session by Freedom. Check it out if you're interested in building your own finance tracker.

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🙌 Acknowledgments

Thanks to Freedom for the step-by-step guidance and Evergreen Digital Tech Solution for hosting the session at the perfect time.

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Others

Linkedin Post

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📬 Contact

If you have any questions, feedback, or collaboration ideas, feel free to reach out:

Email: shelly.nagar@outlook.com
LinkedIn: https://www.linkedin.com/in/shellynagar/

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