Finance tracker

Template Name:* Personal Finance Tracker

Description: Take control of your finances with this comprehensive and customizable tracker. Monitor income, expenses, budgets, and savings goals in one intuitive dashboard.

Features:

1. Income Tracker: Record monthly income from various sources.

2. Expense Tracker: Categorize and track expenses (housing, transportation, food, etc.).

3. Budgeting: Set and monitor budgets for each category.

4. Savings Goals: Track progress toward short-term and long-term savings objectives.

5. Investment Tracker: Monitor investments and dividends.

6. Debt Tracker: Track debts, interest rates, and payment schedules.

7. Financial Summary: Visualize income, expenses, and savings with interactive charts.

Pages:

1. Dashboard: Overview of financial metrics.

2. Income: Record and track income.

3. Expenses: Categorize and track expenses.

4. Budget: Set and monitor budgets.

5. Savings: Track savings goals and progress.

6. Investments: Monitor investments and dividends.

7. Debt: Track debts and payment schedules.

Tables:

1. Income Table: Record income by source and date.

2. Expense Table: Track expenses by category and date.

3. Budget Table: Set budgets by category.

4. Savings Table: Track savings goals and progress.

Formulas and Calculations:

1. Total Income

2. Total Expenses

3. Budget Variance

4. Savings Rate

5. Debt-to-Income Ratio

Customization Options:

1. Add/remove pages and tables.

2. Customize income and expense categories.

3. Set budget targets and alerts.

Benefits:

1. Simplify financial management.

2. Track spending and stay within budget.

3. Achieve savings goals.

4. Monitor investments and debts.

5. Make informed financial decisions.

Get Started:

Duplicate this template and start tracking your finances today!

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