Personal Finance Tracker Dataset
Get 10% OFF our course using coupon code EMAIL10
Get our Excel for Business and Finance course.
Made by Career Principles Ltd.
Note
All content is copyright material of Career Principles Ltd.
This Excel model may not be reproduced or distributed by any means, including printing,
screencapturing, or any other method without the prior permission of the publisher.
Personal Finance Dashboard
Year to Date Monthly Breakdown
Year to Date Category Breakdown
Income & Expense Entries
Date Month Amount Category Income / Expense Description (optional)
02.11.24 November 1,347 Other Income Baba
03.11.24 November 353 Groceries Expense Royal food mart
03.11.24 November 137 Shopping Expense Blink it
03.11.24 November 60 Shopping Expense Other
03.11.24 November 80 Groceries Expense Egg
06.11.24 November 7,500 Rent Expense Pg
06.11.24 November 18,523 Salary Income Digikore
06.11.24 November 8,000 Other Expense Loan
22.11.24 November 162 Groceries Expense Sabzi bazar
22.11.24 November 1,000 Health care Expense Gym
22.11.24 November 80 Groceries Expense Egg
22.11.24 November 175 Groceries Expense Rice and dal
22.11.24 November 65 Food_drink Expense cake
29.11.24 November 250 Haircut Expense Haircut
29.11.24 November 4,000 Other Expense Other
29.11.24 November 1,100 Groceries Expense Whey protien
29.11.24 November 500 Groceries Expense Butter
29.11.24 November 205 Groceries Expense Milk and egg
29.11.24 November 60 Groceries Expense Banana
30.11.24 November 100 Food_drink Expense Chicken
02.12.24 December 1,800 Investment Income Saving
02.12.24 December 70 Groceries Expense Bread and tide
02.12.24 December 210 Water Expense Water
02.12.24 December 48 Other Expense Other(Room partner)
03.12.24 December 550 Clothes Expense Clothes
06.12.24 December 19,803 Salary Income Digikore
06.12.24 December 1000 Water Expense Water
06.12.24 December 7,500 Rent Expense Pg
07.12.24 December 6,000 Health care Expense Gym(3mths)
07.12.24 December 1,910 Groceries Expense Dmart
07.12.24 December 2,000 Other Income Savings
07.12.24 December 1,990 Other Income Balance
07.12.24 December 291.95 Food_drink Expense Zomato
07.12.24 December 900 Other Income Balance
07.12.24 December 249 Food_drink Expense Sweets
07.12.24 December 651 Other Income Balance
07.12.24 December 70 Water Expense Water
29.12.24 December 197 Food_drink Expense Zomato
31.12.24 December 169 Groceries Expense Soya chunks
07.01.25 January 7929.77(40%) Salary Income Digikore
07.01.25 January 7,500 Rent Expense Pg
07.01.25 January 298 Groceries Expense Butter and oats
15.01.25 January 11,888 Salary Income Digikore
15.01.25 January 3,600 Other Expense Ma
15.01.25 January 5,000 Other Expense Nilasha
15.01.25 January 1,580 Groceries Expense Whey protien
15.01.25 January 850 Groceries Expense Groceries
Category Income / Expense
Salary Income
Bonus Income
Health care Income
Rent Expense
Shopping Expense
Transport Expense
Groceries Expense
Entertainment Expense
Other Expense
Food_drink Expense
Haircut Expense
Investment Income
Water Expense
Clothes Expense
