Creating a Personal Finance Mobile App Dashboard with Excel

In this video, you will learn how to create a mobile app dashboard for personal finance using Microsoft Excel. The following key points are covered:

Key Features

• Data Synchronization: Seamlessly sync your financial data across multiple devices to keep your finances up-to-date.
• Expense Tracking: Easily record and categorize expenses to gain a clear overview of your financial situation.
• Net Worth Display: Select a desired duration to view an aggregate of your net worth and available cash.

Visualizations

• Pie Chart: Displays the total amount and percentage of money earned and spent.
• Line Chart: Depicts income and expenses by month.
• Bar Chart: Provides an overview of expenses categorized by type.
• Top Expenses Highlight: Highlights the top three expenses.
• Category Breakdown: Shows earnings per category and calculates earnings per hour.

Asset Management

• Asset Analysis: Calculates both liquid and non-liquid assets and breaks them down by category.
• Calendar Integration: Displays annually due dates in Hijri and Gregorian calendars.

Savings Analysis

• Savings Line Chart: Shows the monthly savings and changes in rate.
• Average Monthly Savings: Reflects the average of net monthly savings.

Customization

• Note Section: Allows adding personal notes and information.
• Template Accessibility: Learn how to add this template to your iPhone home screen.
• Purchase Information: Template available at other-levels.com.

Design Process

1. Dashboard Design: Customize background and shapes using Excel tools.
2. Icon Integration: Add relevant icons for each asset category.
3. Enhancements: Use color changes and shape rotations for visual appeal.

For further customization and to download this template, visit other-levels.com. Thank you for watching, and stay tuned for more tutorials in the next video.