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Improved-Personal-Finance-Dashboard

Oh boy, this is a much simpler, easier to follow personal finance dashboard.

I have loaded it up with some default values.

I hope it can be of some use to people (whether from a finance planning perspective or from a learning shiny/R-coding perspective).

Enjoy.

It was much easier to build on from and simplify my older (frankly, rediculously complex) finance dashboard efforts.

Key features of this one include:

  • The ability to edit the DT table within the app.
  • The ability to download the DT table down to Excel and then to re-upload when you're ready.
  • The ~dynamic filters are nice, as well.

I would like to improve:

  • Add an instructions page
  • Fix scrolling in the DT table
  • The colours (oh man, these defaults are dreadful)
  • removing the row_numbers out of the DT table (I suspect this is an easy fix)
  • the ggplotly tooltips -especially the net position tooltip (no value is displayed)
  • Perhaps add a few more labels at certain milestones... to make it easier to see forecast values
  • I would also like to add a downloadable pdf 1 pager (that actually is a useful summarisation).

Feel free to reach out to me online.

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