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Accounting & Bookkeeping · Financial Statements

Financial Dashboard Template

Track income and expenses with automated summaries and visual charts for complete financial oversight.

This template combines a detailed financial log with an automated dashboard that aggregates your transactions by category using SUMIF formulas. The Financial Log sheet captures date, category, and business details, while the Dashboard sheet instantly summarizes income and expenses with built-in charts for quick analysis.

Perfect for freelancers, small business owners, and anyone managing multiple income streams and regular expenses. It removes the manual work of categorizing and calculating totals, giving you real-time visibility into your financial health.

What's inside

  • Automated income/expense summaries by SUMIF
  • Real-time dashboard charts
  • Category-based transaction grouping
  • Date and year-month extraction
  • Customizable setup section for payment types
#financial dashboard#expense tracking#income tracking#automated summary#business finance

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.xlsx · 3 sheets · included with lifetime access

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