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Annual Finance Dashboard
Google Sheets template

Annual Finance Dashboard

Your whole money year in one place: one transaction log feeds a monthly dashboard, bill calendar, sinking funds, debt and net worth trackers. Blush and sage versions included.

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2 colour themes8 tabsMonth selector
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What's inside

Monthly Dashboard

Pick a month to see the full picture: budget vs actual, cash flow, spending charts.

Annual Overview

All 12 months side by side: yearly totals, savings rate, trend charts.

Bill Calendar

Never miss a due date: due dates by month, paid checkboxes, upcoming bills.

Sinking Funds

Save for the things you plan ahead: progress rings, goal dates, monthly amounts.

Net Worth Tracker

Assets and debts month by month: assets & debts, monthly trend, net worth chart.

What you get

  • Monthly dashboard + month selector
  • Annual overview
  • One simple transaction log
  • Bill calendar with paid ticks
  • Sinking funds with rings
  • Debt tracker

Works in free Google Sheets on computer, tablet and phone. Click the link in your download, make a copy, and it is saved to your own Google Drive. Not made for Excel or Numbers.

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