What Is Inside
Categories and Budget Setup
Add your income sources, expense categories, savings goals, debts, and investments. Set your monthly budget targets for each. You do this once and the rest of the dashboard builds from it.
Monthly Tracking
Enter your actual income and expenses each month and every table populates automatically. Your spending is compared against your budget in real time with no manual calculations required.
Annual Dashboard
A live view of your full year with income, expenses, savings, debts, and investments tracked month by month and totalled annually so you always know exactly where your household stands.
What This Gives You
Track every income source your household brings in each month. Map your expenses across categories like housing, food, transportation, utilities, and more. Monitor your savings goals and debt paydown progress side by side. See everything roll up into a full annual view so nothing catches you off guard.
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How It Works
Step 1 — Set up your categories
Add your income sources, spending categories, savings goals, and debts. Set your monthly budget targets. This takes about fifteen minutes and you only do it once.
Step 2 — Enter your numbers each month
Log your actual income and expenses as they happen or in one sitting at the end of the month. Everything else updates automatically.
Step 3 — Watch the picture come together
Your monthly summaries and annual totals build themselves. You always know how your actual spending compares to your budget and where your household stands financially.
Who This Is For
This dashboard is built for anyone who wants to see their household finances clearly for the first time. No finance background needed and no prior system required. If you have a rough sense of where your money goes but have never had it laid out in one organized view, this is where you start. It works equally well whether you are tracking a single income or managing multiple income sources, building your first savings buffer, or trying to get a handle on debt alongside everyday expenses.
Where This Fits
The Personal Finance Dashboard works as a standalone tool for any household that wants a clear, organized view of their finances. It also forms one part of the Rebirthed Financial Resilience Bundle, which pairs this dashboard with the Money Masters course, the Cash Flow Resilience Guide and Workbook, and the Financial Resilience Guide. The bundle gives you the full system: the knowledge foundation, the assessment tools, and the tracking infrastructure, all in one package for $129 CAD. That is a saving of $42 compared to purchasing everything individually.
$27.00