Custom dashboards for individuals
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 dataYour 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
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 overviewWhat could be included
Choose only what is useful. A personal dashboard can organize financial information, parenting schedules, or any consistent personal data you already track.
Custody and co-parenting calendars
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 dataMore examples
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
Rent collected against expected, occupancy, upcoming lease dates, and expenses by property, from the ledger you already keep.
Side business
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.
Net worth and investments
Balances you enter or export, grouped into assets and debts, with allocation, contributions, and the trend over time. No bank credentials required.
One-person businesses
For solo operators and freelancers, the same approach can run the business side too: build quotes from your price list, turn an accepted quote into an invoice, keep leads from going quiet, and set the rules for what needs attention. All figures are fictional.
Quotes and invoices
Line items, deposits, and due dates carry over when a client accepts, so nothing is retyped and the balance due is already calculated.
Leads and follow-ups
Where each lead came from, what was quoted, and when the last reply happened, with the ones that need a follow-up at the top.
Rules and the year view
Set the rules that flag what matters, like an invoice unpaid after 14 days or a job running past its quoted hours, and see finished months next to months already booked.
How it works
The dashboard is a custom organization and visualization tool. It does not require bank credentials or impose a budgeting methodology.
Share the spreadsheet structure or explain the tracker you use today. Sample or redacted data can be used for early discussion.
Define the numbers, categories, comparisons, and goals you want to see without digging through tabs.
The interface, calculations, and workflow are created around your information and reviewed with realistic data.
Test the dashboard against real life, adjust what is unclear, and decide how ongoing updates should work.
Direct answers
DeLong Analytics organizes and visualizes information you provide. It does not provide financial, investment, tax, family, or legal advice.
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.
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.
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.
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.
Common examples include finances, budgets, net worth, savings, debt, bills, custody schedules, exchange records, household costs, properties, vehicles, projects, quotes, invoices, leads, or other structured personal or one-person-business data.
Yes. A custom build can create quotes from your price list, turn an accepted quote into an invoice, track leads and follow-ups, and apply rules you set, such as flagging an invoice that is unpaid after 14 days. It organizes your business information and does not provide tax, accounting, 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
Describe what you track today and what you wish you could see at a glance.