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Personal Finance Dashboard

Tools used in this project
Personal Finance Dashboard

Personal Finance Dashboard

About this project

This personal finance dashboard provides a comprehensive overview of income, expenses, and net income, allowing for clear financial management. It features several key sections, each offering detailed insights:

  1. Balance Section (Top-Left):
    • Displays total balance across two bank accounts, with account ending in 9332 holding $1.25M and account ending in 9607 holding $2.33M.
    • A circular graphic visualizes the overall balance of $2.13M.
  2. Income vs. Expense & Net Income Charts (Top-Middle & Top-Right):
    • The bar chart tracks Income vs. Expenses month by month, comparing how earnings and expenditures fluctuate over time.
    • A line graph shows Net Income trends for 2023, indicating the overall growth or decline in profitability month over month.
  3. Income and Expense Totals (Left-Middle):
    • Income for the current month stands at $1.4M, with a slight increase of 2% compared to the previous month.
    • Expenses total $711.1K, showing a 2.6% decrease from the previous month.
    • Net income, calculated after deducting expenses, is $703.7K, marking a 2% improvement over the last month.
  4. Expense & Income Summary (Center):
    • This detailed summary lists various income and expense categories, showing the Total Amount and Contribution as a percentage.
    • For income, the top contributors include:
      • Shopify Store: $235K (19%)
      • Salary: $287K (20%)
      • Property Rental: $301K (21%)
      • Freelancing: $269K (19%)
      • Bonus: $304K (21%)
    • Expenses categories include:
      • Utilities: $96.4K (14%)
      • Transport: $95.6K (13%)
      • Taxes: $95.6K (13%)
      • Sending Money to Family: $99.3K (14%)
  5. Top Brands (Middle):
    • Shows spending breakdowns for services like Adobe, Airbnb, Amazon, Apple, DSTV, and Google, with the amounts spent listed under each icon.
  6. Family and Friends (Right-Middle):
    • A section showing financial support or transactions with close family and friends, detailing the amount of money sent to each person.
    • For example:
      • Emily Davis: $4.9K
      • Michael Brown: $8.5K
      • James Harris: $8.2K
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