Personal Finance Planner & Dashboard (Tableau) ++

Manage Your Finances with Ease and Precision

Introducing the Personal Finance Planner & Dashboard++, your all-in-one solution for effortlessly tracking and managing your income, expenses, savings, investments, and debts. With user-friendly tabs, powerful features, and a detailed dashboard, it puts you in complete control of your financial life.

Unlock the full potential with both :

1. Personal Finance Planner & Dashboard ++
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2. Personal Finance Planner & Dashboard (Tableau) ++

Stay ahead of your financial game with a powerful tool designed to give you a complete view of your financial health. Whether you're tracking income, expenses, savings, investments, or debts, this dashboard provides everything you need to manage your finances like a pro.

• View Status: Effortlessly gain insights into your financial performance. Choose to view your data over all time or customize the period range for more focused analysis.
• Financial Analysis: Understand your financial habits with ease. Compare actual transactions against your target to uncover actionable insights and make smarter decisions.
• Cashflow Tracking: Keep an eye on your cashflow, whether on a monthly or yearly basis. Stay informed and in control of your money at all times.
• Investment Portfolio: Monitor your investments like never before. Track growth, evaluate performance, and get a detailed portfolio breakdown across specific timeframes.
• Future Forecast: Plan your financial future with confidence. Predict your portfolio growth using assumptions for annual returns, inflation rates, and investment trends.

What Will You Receive on Personal Finance Planner & Dashboard (Tableau) ++

Upon completing your purchase, you will receive:

• Google Sheet Template Link: Instruction to use the template via a link provided.

Software Requirements on Personal Finance Planner & Dashboard (Tableau) ++

• Tableau Desktop Public: A free Tableau Desktop Public is all you need to use this dashboard.
• Compatibility: Please refer to this link (All Technical Specifications)