https://github.com/hernangasca/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.
https://github.com/hernangasca/finance-dashboard
dax-languague financial-analysis financial-management kpis powerbi powerbi-visuals
Last synced: 7 months ago
JSON representation
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.
- Host: GitHub
- URL: https://github.com/hernangasca/finance-dashboard
- Owner: hernangasca
- Created: 2024-10-21T20:19:25.000Z (12 months ago)
- Default Branch: main
- Last Pushed: 2024-10-21T20:23:53.000Z (12 months ago)
- Last Synced: 2025-01-30T08:17:23.703Z (8 months ago)
- Topics: dax-languague, financial-analysis, financial-management, kpis, powerbi, powerbi-visuals
- Homepage:
- Size: 1.95 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# 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.
## 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.