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:
- 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.
- 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.
- 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.
- 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%)
- Top Brands (Middle):
- Shows spending breakdowns for services like Adobe, Airbnb, Amazon, Apple, DSTV, and Google, with the amounts spent listed under each icon.
- 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