A clean and interactive Power BI dashboard to track personal finances including earnings, spending, savings, and trends over time.
This dashboard is still a work in progress, originally created for personal use. Feel free to use or modify it for your own learning or personal use.
This dashboard is a personal finance tool designed to help individuals track their income, spending habits, and savings. It offers a visual summary of key financial metrics and trends to support better budgeting decisions
The dashboard was built using the following tools and technologies:
• 💻 Microsoft Excel – For manual data entry and initial data structure.
• 📊 Power BI Desktop – Main data visualization platform used for report creation.
• 📂 Power Query – Data transformation and cleaning layer for reshaping and preparing the data.
• 🧠 DAX (Data Analysis Expressions) – Used for measures such as Total Income, Total Expense, Monthly Savings, Cumulative Savings, etc.
• 📝 Data Modeling – Relationships built between time and transaction tables for accurate trend analysis.
The dataset used is manually created and maintained in Microsoft Excel, simulating monthly income, expenses, and savings records. It includes fields like:
-->Date
-->Source of Income
-->Category of Expense
-->Amount
-->Type (Income/Expense)
• Problem
Many individuals struggle with tracking their income and expenses efficiently, often leading to overspending and lack of savings discipline.
• Goal
To provide a consolidated and dynamic view of all personal financial transactions, enabling better budgeting and savings decisions.
• Walkthrough
- Key KPIs (Top Left)
Total income
Expense %
Savings %
Net Worth/ Total Savings
• Impact & Insights
It helps identify spending patterns, monitor monthly savings progress, and supports effective budgeting for improved financial discipline.