Dashboard generator
Financial Dashboard from CSV
Turn a finance CSV or P&L export into a dashboard: income vs expenses, net profit trend and expense breakdown by category. Free, private, no account.
- Free
- No signup
- Private — in browser
- Instant
Your data
No signup, no watermark. The preview on the right uses real sample data — run it, then download.
Result · 36 rows
How it works
From your data to a result in four steps
- 01 Paste or upload a CSV
Drop a file or paste rows directly — nothing is uploaded to a server.
- 02 Columns are detected
Dates, numbers and categories are inferred from your headers automatically.
- 03 A dashboard renders
Sensible KPIs and charts appear instantly; swap metrics or change the group-by.
- 04 Keep it live (optional)
Graduate to connect the source and refresh the dashboard on a schedule.
Keep going
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Read definition →FAQ
Frequently asked questions
- How do I create a financial dashboard from a CSV?
- Paste or upload a CSV with a date, category, type (income/expense) and amount column. The tool computes net profit, splits income vs expenses and charts the trend automatically.
- Can it handle income and expenses in one file?
- Yes. Mark each row as Income or Expense in a Type column; the tool signs expenses negative, computes net profit and shows an income-vs-expense comparison.
- How do I get this monthly without redoing it?
- Graduate to a TableDI workspace: connect your accounting export so the dashboard updates each month and a summary can be emailed to stakeholders automatically.