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Provides a comprehensive visualization of personal financial data, enabling users to monitor and analyze their income, expenses, and savings since 2021. Financial activities are categorized into key components: Groceries, House Rent, EMIs, Health, Leisure, Shopping, Travel, and Others.

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Finance Dashboard in Power BI

Overview

This Finance Dashboard provides a comprehensive visualization of personal financial data, enabling users to monitor and analyze their income, expenses, and savings since 2021. Financial activities are categorized into key components: Groceries, House Rent, EMIs, Health, Leisure, Shopping, Travel, and Others.

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Features

  • Income & Expense Tracking: Visual representations of income and expenses across categories, making it easy to identify spending patterns.
  • Savings Benchmarking: Compare monthly savings against income and expenses to assess financial health in Undertaken.
  • Interactive Visuals: Use of charts and graphs to present data in an engaging and understandable manner.
  • Historical Data Analysis: Insight into financial trends and changes over time from 2021 to the present.

Components

  1. Groceries: Track monthly spending on food and household items.
  2. House Rent: Visualize rental expenses and their impact on the overall budget.
  3. EMIs: Monitor equated monthly installments for loans.
  4. Health: Analyze healthcare expenses and insurance contributions.
  5. Leisure: Review spending on entertainment and hobbies.
  6. Shopping: Categorize purchases for better financial planning.
  7. Travel: Evaluate travel-related expenses for budgeting purposes.
  8. Others: Track miscellaneous spending for a complete financial overview.

Benefits

  • Enhanced Financial Awareness: Gain insights into spending habits and areas for improvement.
  • Data-Driven Decisions: Make informed choices regarding budgeting and saving strategies.
  • Customizable Dashboard: Easily modify components to fit market financial needs.

About

Provides a comprehensive visualization of personal financial data, enabling users to monitor and analyze their income, expenses, and savings since 2021. Financial activities are categorized into key components: Groceries, House Rent, EMIs, Health, Leisure, Shopping, Travel, and Others.

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