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Personal Wealth Manager


Evan Norris

Content Engineer • Strategy


This dashboard shows how you can use your own personal banking information to review trends in your spending habits.
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This dashboard shows how you can use your own personal banking information to review trends in your spending habits. This dashboard can help answer questions like: 

  • How much money am I saving monthly?
  • Which categories am I spending the most?
  • Am I paying penalties on accounts?
  • Can I afford to buy that new car that I want?

Replace sample datasets with your own transactions by downloading from your banking website. The "Transaction" sheets are there to help you create your own categories/groupings of transactions. 
 
Interact with this dashboard on the cloud.
Download and play on Desktop. 


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Published:

April 7, 2017

Last Updated:

May 1, 2017