Personal Finance Dashboard (Excel)

## Personal Finance Dashboard

This project involved creating a comprehensive Personal Finance Dashboard in Excel, designed to provide users with a personalized and intuitive tool for managing their financial planning. The dashboard integrates key aspects of personal finance: budget planning, retirement planning, and investment tracking.

### Features

* **Budget Planning**: Allows users to set monthly budgets, track actual expenses against budgeted amounts, and visualize spending patterns.

* **Retirement Planning**: Incorporates calculations for retirement savings goals, projected growth, and required contributions based on user-defined parameters (e.g., age, desired retirement income).

* **Investment Tracking**: Enables users to input their investment holdings, track portfolio performance, and monitor asset allocation.

* **Personalized Experience**: Designed with user-friendly inputs and clear visualizations to make complex financial concepts accessible.

### Technical Implementation

* Utilized advanced Excel functions (e.g., SUMIFS, VLOOKUP, financial functions) for calculations.

* Employed conditional formatting and data validation for enhanced usability.

* Created interactive charts and graphs to visualize financial health and progress towards goals.

### Benefits

The dashboard empowers individuals to take control of their financial future by providing a clear, consolidated view of their financial situation. It helps in making informed decisions regarding spending, saving, and investing, ultimately leading to better financial health.