Custom dashboards for individuals

A personal dashboard built around your life.

Show us how you already track your budget, net worth, goals, custody schedule, or household information. We will build the dashboard around you, not force you into someone else's system.

Personal overviewFictional sample data
Net worth$184,320+$3,240 this month
Monthly income$8,450Across 3 sources
Monthly spending$5,21078% of plan
Savings rate38%+7 pts vs July
Cash flow trendMarch to August
Mar
Apr
May
Jun
Jul
Aug
Spending$5,210
Housing
$1,850
Food
$980
Transport
$720
Utilities
$510
Life
$1,150
GoalsUpdated August 31
Emergency fund82%
Travel64%
Auto loan71%

Your system does not need to look like everyone else's.

The starting point

People often already have a method that works: an Excel budget, Google Sheet, investment tracker, debt schedule, or household workbook. The problem is not the method. It is the time spent maintaining it and the effort required to understand the whole picture.

Interactive example

See a month, not another wall of rows.

Switch the period to see how one dashboard can keep net worth, cash flow, spending, and goals connected. All values are fictional and exist only to demonstrate the interface.

Household financial overview
Net worth$184,320+$3,240 this month
Monthly income$8,450Across 3 sources
Monthly spending$5,21078% of plan
Savings rate38%+7 pts vs July
Cash flow trendLast 6 months
M-5
M-4
M-3
M-2
M-1
Now
Spending by categorySelected month
Housing
$1,850
Food
$980
Transport
$720
Utilities
$510
Life
$1,150
Savings and debt goalsProgress from your data
Emergency fund82%
Travel64%
Auto loan71%

What could be included

Your dashboard can go beyond a budget.

Choose only what is useful. A personal dashboard can organize financial information, parenting schedules, or any consistent personal data you already track.

  • Monthly budget
  • Income vs expenses
  • Cash flow
  • Net worth
  • Savings goals
  • Debt payoff
  • Investments
  • Recurring bills
  • Subscriptions
  • Household finances
  • Rental properties
  • Side-business income and expenses
  • Custody and co-parenting calendars
  • Exchange tracking
  • Vehicle costs
  • Personal goals
  • Personal projects
  • Other structured personal data

Custody and co-parenting calendars

One calendar for parenting time, exchanges, and the details around them.

The regular rotation, holiday rules, vacation blocks, school dates, upcoming exchanges, and the notes you choose to keep, in one private view. It organizes what you enter. It does not track another person, and it does not replace a court order or a required co-parenting system.

Parenting scheduleFictional sample data
Right nowYour homeThrough Friday 5:30 PM
Next exchangeFri Sep 18 · 5:30 PMSchool north entrance
September exchanges8 planned4 completed · 1 to confirm
  1. Mon14Exchange 8:00 AM · to your home
  2. Tue15Your home · today
  3. Wed16Your home
  4. Thu17Your home
  5. Fri18Exchange 5:30 PM · to other home
  6. Sat19Other home
  7. Sun20Other home

More examples

The same craft, applied to whatever you already track.

Three more shapes a personal dashboard often takes. Each starts from a workbook or export the person already maintains. All figures are fictional.

Rental properties

Portfolio at a glance

Rent collected against expected, occupancy, upcoming lease dates, and expenses by property, from the ledger you already keep.

Collected · Aug$6,150of $6,400
Occupancy4 of 41 lease ends Nov
Net · YTD$21,880After expenses
Open items2Repair, renewal

Side business

Income, expenses, and what is owed

Invoices sent and paid, expenses by category, quarterly estimates set aside, and the year-to-date picture a freelancer or side-business owner needs at tax time.

Invoiced · Q3$14,2003 open
Paid$11,65082%
Expenses · Q3$3,4806 categories
Set aside$2,900For estimates

Net worth and investments

Every account on one page

Balances you enter or export, grouped into assets and debts, with allocation, contributions, and the trend over time. No bank credentials required.

Net worth$184,320+$3,240 · Aug
Invested$96,4003 accounts
Contributions · YTD$9,600On plan
Debt$18,900Auto loan only

How it works

Built from your existing way of keeping track.

The dashboard is a custom organization and visualization tool. It does not require bank credentials or impose a budgeting methodology.

01

Show the current system

Share the spreadsheet structure or explain the tracker you use today. Sample or redacted data can be used for early discussion.

02

Choose what matters

Define the numbers, categories, comparisons, and goals you want to see without digging through tabs.

03

Build the dashboard

The interface, calculations, and workflow are created around your information and reviewed with realistic data.

04

Use and refine it

Test the dashboard against real life, adjust what is unclear, and decide how ongoing updates should work.

Direct answers

What a personal dashboard is, and is not.

DeLong Analytics organizes and visualizes information you provide. It does not provide financial, investment, tax, family, or legal advice.

Can you turn my Excel spreadsheet into a dashboard?

Yes. The first step is understanding the workbook, the information you update, and the questions you want it to answer. The dashboard can preserve the useful logic while making the result easier to see.

Can a dashboard organize custody schedules and exchanges?

Yes. A custom view can organize the parenting-time rotation, holiday rules, vacation blocks, school dates, upcoming exchanges, schedule changes, and the details you choose to record. It does not monitor another person and does not provide legal advice. See the custody calendar example.

Do I have to change how I budget or track my information?

No. The service is designed around your current method. Changes may be suggested when they make the data more dependable or easier to maintain, but there is no required budgeting system.

Will you need access to my bank accounts?

No. DeLong Analytics does not require bank credentials for this service. The dashboard is built from the spreadsheets, exports, or other information you choose to provide.

What information can be included?

Common examples include finances, budgets, net worth, savings, debt, bills, custody schedules, exchange records, household costs, properties, vehicles, projects, or other structured personal data.

Is this financial or legal advice?

No. The dashboard helps organize and visualize user-provided information. It does not recommend investments, tax positions, custody arrangements, legal actions, or financial products.

Start with your spreadsheet

Make the system you already use easier to understand.

Describe what you track today and what you wish you could see at a glance.

Turn my spreadsheet into a dashboard