{"token":"93f1d7f8-d836-4202-a134-9a896bde02f5","title":"Monthly Financial Review · 2021","dashboard_str":"{\"title\":\"Monthly Financial Review · 2021\",\"viewInfos\":[{\"id\":126520,\"file_name\":\"Client Financial Data.xlsx\",\"hashId\":\"8095d91a2580b7a8f646965e46ec9c67\",\"file_url\":\"https://excelmatic.nyc3.cdn.digitaloceanspaces.com/uploads/khh1wqauh426/file-0cce1723-a332-45.xlsx\",\"view_url\":\"https://excelmatic.nyc3.cdn.digitaloceanspaces.com/uploads/khh1wqauh426/file-0cce1723-a332-45.xlsx\",\"clientId\":\"pending_dashboard_1790589084707_0_mul2ic6bz7yz0d3f84f\"}],\"query\":\"Use the uploaded Client Financial Data.xlsx workbook to create financial dashboard.\\n\\nRead both sheets:\\n- Transactions: Date, Description, Category, Amount\\n- Budget: Category, Class, Type, and monthly budget columns from Jan 2021 to Dec 2021\\n\\nData rules:\\n- Match Transactions to Budget by Category.\\n- Use Budget.Type to classify transactions as Income or Expense.\\n- Treat Amount as a positive transaction amount.\\n- Calculate Net Cash Flow as Income minus Expenses.\\n- Calculate Savings Rate as Net Cash Flow divided by Income.\\n- Calculate Expense Variance as Actual Expenses minus Budgeted Expenses.\\n- Positive expense variance means over budget.\\n- Normalize the monthly Budget columns into a month-based structure for comparison with Transactions.\\n- Flag unmatched categories, invalid dates, blank amounts, and duplicate transactions instead of silently excluding them.\\n\\nCreate a responsive single-page HTML dashboard for a monthly financial review.\\n\\nShow KPI cards for:\\n- Total Income\\n- Total Expenses\\n- Net Cash Flow\\n- Savings Rate\\n- Total Budgeted Expenses\\n- Actual Expenses vs. Budget\\n\\nAdd interactive visualizations for:\\n- Monthly Income and Expenses\\n- Monthly Net Cash Flow\\n- Actual Expenses vs. Budget by Month\\n- Expenses by Category\\n- Income by Category\\n- Budget Variance by Category\\n\\nAdd working controls for:\\n- Month\\n- Category\\n- Class\\n- Type\\n- Reset Filters\\n\\nAll charts, KPI cards, and the transaction detail table must update when filters change. Add hover tooltips with exact values and a sortable table showing the filtered transactions.\\n\\nUse a clear financial dashboard layout with:\\n- KPI cards at the top\\n- Trend charts in the first section\\n- Category and budget comparison charts below\\n- A filtered transaction table at the bottom\\n- A collapsible Data Checks or Notes section\\n\\nThe HTML output should be browser-ready, responsive on desktop and mobile, and use embedded data so the dashboard works without a database connection.\",\"dashboardHtmlPreview\":{\"title\":\"Income, Expenses \u0026 Budget Performance — 2021\",\"metrics\":[\"Month\",\"Category\",\"Class\",\"Type\",\"Total Income\",\"Total Expenses\",\"Net Cash Flow\",\"Savings Rate\"]},\"html_content_version\":1}","shared":true,"updated_at":1790592588}