Finance Tracker

This template helps you manage your money and provides insightful data for more informed financial decisions. You can find in this template the following features:

• Expense Tracker: keep track of all your income and expenses
• Account Manager: store your bank account and card information in one place
• Budgeting Tool: plan your month ahead to avoid overspending
• Saving Goals: start small and work toward your goals
• Financial Insights: (Monthly Summary + Monthly Expense Breakdown) make better financial decisions by reviewing your spending patterns on a regular basis
• Year Review Dashboard: look back at your financial year

Unique Selling Points

• Minimal Setup: all views and dashboard are ready for 2023
• Expense Breakdown by Category and by Month
• Small Details that Save you Tons of Time:
  • Monthly and Yearly Summary automatically change according to the current time
  • Auto-generated Date with an option to override date manually
  • Recurring payment templates