Net worth Dashboard
- Create a Google Sheet with following columns- Fund Snapshot
| Amt | Desc | Date | Bank | MF | FD | Debt | Notes | |||
| ₹38,401.00 | Jan 2, 2026 | Pixel Credit Card | ||||||||
| ₹2,948.00 | Jan 2, 2026 | Amazon Credit Card |
- Create a Next js app to read from this google sheet
- Above columns are snapshot based, latest fund snapshot should be considered for month on month.
- If entry for that month is missing it should consider most recent entry
- Now create a Upcoming expense sheet - Which should list all the upcoming payments
- Dashboard
- This should give filter for date range, from and to
- A line chart show how much money will be in the account
- it should also plot the expenses as dot’s on the line chart
- x axis - date, y axis - amount
- Add a card showing total upcoming expenses for the selected date range.
- Add a card showing total income/assets for the selected date range.
- There should be another sheet “Expected Income” month by month on which upcoming cash inflow will be mentioned so that it can look and recalculate every months expected bank balance.
Line Chart
Section titled “Line Chart”- X-axis: Date
- Y-axis: Balance
- Line: Running balance
- Dots: Expense events
- Optional different colour dots for income
This visually shows:
- Balance drops
- Expense spikes
- Recovery from income