This dashboard is my personal financial mirror. Every number here comes from my own transactions, cleaned, categorized, and visualized to see exactly where my money goes and how it moves over time.
The focus isn’t on every penny—it’s on patterns that matter: how my monthly totals shift, which categories dominate, the vendors that pull the most cash, how my behavior changes on weekends, and even a forward-looking estimate of what next month might bring if I stay on my current path.
I use this not as a guilt trip but as a decision tool. A spike in the monthly trend tells me to investigate; a projection above my comfort zone tells me to cut back now. If the top vendors keep showing up, I know exactly where to renegotiate, switch, or put spending rules in place. When weekends start to outpace weekdays, I shift part of my budget into a “social/impulse” envelope before Friday.
Questions explored:
Data & Tools: - Data collected manually from
bank statements and categorized - Processed using
tidyverse
, lubridate
, and visualized with
ggplot2
and plotly
- Dashboard built using
flexdashboard
to ensure scrollable, clean presentation with
interactivity.
In short, this dashboard turns raw transactions into a living feedback loop. It’s not about tracking for tracking’s sake—it’s about spotting the signal in my own noise and acting before small habits become expensive trends.