Personal Finance Dashboard

Let this dashboard help you take control of your financial future as it guides you through analyzing your current finances, setting new money goals, and staying on track with a series of monthly "check-ins."

Three years ago, we owed 85k in student debt, had minimal money in our savings, and had not done any serious financial planning for our future. We needed a way to track and measure progress towards our financial goals that didn’t feel overly restrictive (a budget) or time-consuming (tracking each dollar spent).

So, we put our heads together and developed the Personal Finance Dashboard. After assessing your finances and setting money goals, this simple system only takes 10-15 minutes each month to manually update, keeping you informed and on track with your goals.

Using this dashboard gives us the ability to analyze and visualize our data over time, which helps keep us motivated and simplifies managing our shared finances as a couple. We love that this system is easy to use and doesn’t make us sweat the small stuff like the occasional fancy coffee.

This tool has been instrumental in helping us pay down debt, build savings, increase retirement contributions, and become brave enough to dip our toes into the world of investing. We hope it helps you too!!

This file is meant for personal use and cannot be copied, sold, or distributed without the express written consent of SimplFiNW.