Finance Dashboard Excel
Budget vs actual, expense summary, and trend analysis in one dashboard.
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Budget vs Actual
| Category | Budget | Actual | Variance |
|---|---|---|---|
| Office Supplies | 2,000 | 1,850 | -150 |
| Transportation | 3,000 | 3,200 | +200 |
Monthly Expenses
| Month | Total | vs Prev |
|---|---|---|
| Jan | 5,050 | — |
| Feb | 4,800 | -250 |
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How to Use This Template
- 1Download the CSV file and open it in Excel or Google Sheets.
- 2Fill in the Budget vs Actual sheet with your categories and amounts.
- 3Enter monthly expense totals in the Monthly Expenses sheet.
- 4Add charts by selecting the summary data and inserting a chart in Excel.
FAQ
What format is the template?
The template downloads as a CSV file with multiple sections: Budget vs Actual, Monthly Expenses, and Category Summary.
Does it include charts?
The template includes formula-ready cells. You can easily add Excel charts by selecting the summary data.
Can I track multiple months?
Yes, the Monthly Expenses sheet supports 12 months of data with auto-calculating totals.
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