Opinions are Alexandra's own. This site is not affiliated with any of the companies or people mentioned or linked to. Information on this site is for educational purposes only and is not to be taken as specific advice. Speak with a financial professional to determine what is appropriate for your personal financial situation. ©2019 by Alexandra Wilson, CFP®

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Custom Personal Finance Dashboards in Sheets

I create custom dashboards in Google Sheets just for you. Budgets, cash flow, bill tracking, and more - whatever you need, I can probably build it.


Beautiful dashboards


I've been told that my Google Sheets design skills are top-notch. 

Easy to grasp metrics


Removing the jargon from personal finance and focusing on what you need to know about your money.

Just what you need, nothing more


Don't need a feature? No problem. Unlike off the shelf templates, I add in just what you need. No fluff here. 



Alex Wilson CFP®, BFA™

I've been building custom personal finance dashboards for roughly 10 years now, each one unique to the needs of my client. 

From budgets to student loan analysis, I've seen it all. 

I'd love to work with you to create a custom Google Sheet dashboard for your money. 

No advice will be given, we're just building sheets!