Unusual Whales Finance Dashboard
The "Unusual Whales Finance Dashboard" provides a comprehensive view of your monthly and yearly financial health. With this template, you can track your cash flow, expenses, income, and credit card debt in a simple, visually appealing format. This dashboard is perfect for staying on top of your financial management and identifying spending trends.
Purpose:
This template is designed for individuals seeking an easy way to monitor their overall financial picture, including cash, debt, monthly expenses, and category-specific spending. It offers clear visualizations that can help you make data-driven financial decisions.
Key Features:
Total Cash and Debt Overview: Quickly glance at your available cash and current credit card debt.
Monthly Income & Expense Tracker: Track your income and expenses to see how much you've earned and spent in the last month.
Expense Breakdown: Understand how much you're spending in different categories, such as home, subscriptions, groceries, and more.
Spending Trends: See how your spending patterns fluctuate over time with the "Spending Trend This Year" graph.
Net Cashflow: Analyze how much you're saving or overspending on a monthly basis.
Rent, Bills, Subscription & Food Expenses: Track key areas of your budget like rent and groceries with easy-to-read bar charts.
Accumulated Monthly Spending: Monitor your year-to-date accumulated spending to identify trends or budgeting needs.
Income by Category: Break down your income sources, whether from your paycheck or other revenue streams.
How to Use This Template:
Import this template into your Fina account.
Monitor Total Cash, Debt, and Monthly Expenses:
The top section gives an immediate snapshot of your cash and debt balance, along with current income and expense metrics.
Track Expenses by Category:
The expense breakdown section helps you see where your money is going. You can adjust categories to reflect your spending habits.
Follow Spending Trends:
Review your spending patterns month-to-month to identify any spikes or decreases.
Net Cashflow and Accumulated Spending:
Use these sections to track your savings or deficits over time and understand your overall financial flow.
By using this template, you can gain valuable insights into your spending habits, cash flow, and financial health, allowing you to adjust your budget and make informed financial decisions.