Personal Finance Dashboard

Project Summary

Problem:

Many ages ago, I used Mint.com to track my personal finances. It served it’s purpose, but I feared that my historical data would be lost. I wanted ownership of the data and the ability to manage my finances in my own way. With the help of some amazing tools, I built my own solution. I can now clean, organize, transform, or visualize the data in any way I see fit. I’ve even developed a

Solution:

Use Tiller Money, Google Sheets, and BigQuery to unlock the power of SQL for data cleaning & forecasting. Visualize my personal finance data and financial forecast within Looker Studio.

Skills

Data Prep / Cleaning

Data Visualization

Financial Forecasting

Tools

Looker Studio

BigQuery

Google Sheets

Features

Summarized Financial Picture

A summarized view of my family’s financial performance, allowing us to make lifestyle choices that bring us closer to our goals.
Detailed Breakdown by Budget Groups

View your expenses across all budget categories, or drill into specific groups to better understand how you spend money. Use the YoY % change to understand which budget groups are increasing or decreasing, allowing you to manage your finances with confidence.
Cash Flow Forecast

Using historical data, I developed a forecast to predict cash flow and cash balances.