📊 Project Overview
This project is an interactive Power BI dashboard designed to analyze personal financial data, including income, expenses, and savings trends over time.
🎯 Objective
- Track total income, expenses, and net savings
- Analyze spending patterns across categories
- Identify savings trends and financial behavior
- Enable data-driven financial decision making
💻⚙️ Tools & Technologies Used
- Power BI
- DAX
- Power Query
- Excel
- Data Cleaning
- Data Preparation
- Data Visualization
✨ Key Features
- KPI cards: Total Income, Spending Ratio, Savings Rate, Net Savings
- Monthly trend analysis (Income vs Expense vs Savings)
- Category-wise expense distribution
- Savings trend visualization
- Interactive filters (Month & Year slicers)
🧹 Data Cleaning & Transformation
- Removed null and invalid rows
- Handled inconsistent date formats
- Created custom columns
- Built data pipeline using Power Query
📌 Key Insights
- Majority of spending is in Home and Grocery categories
- Savings fluctuate significantly across months
- Certain months show high expense spikes impacting savings
- Financial discipline improves over time with controlled spending
🎨 Dashboard Planning (Mock Design)
Before building the final dashboard, a mock layout was created to plan KPI placement and visuals.
This helped in:
- Structuring KPI cards effectively
- Designing logical visual hierarchy
- Ensuring better user experience
🧩 Mock Design
📈 Final Dashboard Preview
