Personal Finance Dashboard

Financial Data - Dynamic Timeline

How to use

Edit values directly in the table | Use Bulk Edit to apply values to date ranges | Add past/future months with the buttons below | Adjust Monthly Est Yield to calculate gains automatically | All changes are auto-saved to cloud

Simulation Management

Current simulation: default

Data Management

Investment Parameters

= 0.67% monthly

Inflation Adjustment

OFF

Timeline Management

Total Months: 300

Bulk Edit Tool

Month INCOME EXPENSES INVESTMENT Actions
Salary Misc. Total Rent Food Fix Others Loan Total Save Monthly Invest Monthly Gain Cum. Gains PEE Cum.Inv Portfolio ROI%

Income vs Expenses Evolution

Income Breakdown

Expenses Breakdown

Budget Allocation (50/30/20 Rule)

Savings Evolution

Investment Portfolio

ROI Evolution