One Look Dashboard : 3/10/25 - 4/10/2025

Plan To Actual

Desired Future

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Future to Avoid

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Objectives / Key Results

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Financial Changes

Target Free Cash Flow

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Income Statement & Cashflow

Action Item

Change

Logic

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Free Cashflow

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All Changes

Balance Sheet

Action Item

Change

Logic

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Capital Expenses

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Selected CAPEX

Networth

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All Changes

Capital Budget

Capital Expense

Cost ($)

Time (Hrs)

PRIORITY

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Total Budget

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One‑Look Dashboard – Plan vs Actuals

Plan vs Actuals Dashboard

Rolling 31‑Day View (as of 2025‑06‑03)

MISSION
Future to Avoid
“Continuing in debt and devoting my future earnings to interest payments…”
Desired Future
“Financially stable after having our first child…”
OBJECTIVES – Status
  1. ● Increase Monthly Debt Payments to 20 % of Net Income through the End of Q2
  2. ● Use Debt Avalanche to focus repayment and lower interest
  3. ● Promotion obtained (met with supervisor)
INCOME STATEMENT – Plan vs Actual (Rolling QTR)
Line ItemPlan ($)Actual ($)Variance
Income
 Income – Andrew17,500.0314,000.02▼ 3,500.01
 Income – Michelle5,200.005,200.00—
 Income – Dividends150.00150.00—
Gross Income22,700.0319,350.02▼ 3,350.01
Taxes & Pre‑Tax
 Tax(4,686.41)(3,749.13)▲ 937.28
 Health(789.00)(789.00)—
Pre‑Tax Deductions(5,475.41)(4,538.13)▲ 937.28
Recurring Expenses
 Rent(3,600.00)(3,600.00)—
 Giving(1,353.06)(1,353.06)—
 Car Loan(2,884.72)(2,711.64)▲ 173.08
 Student Loans (sum)(1,685.57)(1,685.57)—
 Utilities & Phone(1,410.06)(1,410.06)—
Recurring Expenses Total(10,730.41)(10,357.33)▲ 373.08
Category Expenses
 Food(1,625.00)(1,750.00)▼ 125.00
 Clothes(195.00)(100.00)▲ 95.00
 Travel(135.00)(150.00)▼ 15.00
Category Expenses Total(2,602.60)(2,537.60)▲ 65.00
FREE CASH FLOW3,891.612,199.97▼ 1,691.64
FCF %17.1 %15.0 %▼ 2.1 pp
BALANCE SHEET – Plan vs Actual
Line ItemPlan ($)Actual ($)Variance
Assets
 Cash & Savings6,8926,892—
 Emergency Fund1,0001,000—
 Camera Equipment4,5004,500—
 Dividend Stocks2,0002,000—
 Cars (combined)7,0007,000—
Total Assets21,39221,392—
Liabilities
 Car Loan(3,608)(3,608)—
 Student Loans(34,294)(34,294)—
Total Liabilities(37,902)(37,902)—
NET WORTH(16,510)(16,510)—
CAPITAL BUDGET – Status
ProjectPlan Cost ($)Actual Spent ($)Status
Build a Crib500500Complete
Camera Bag2100Not Started
Car Tires703703Complete