Basic Finance Tracker

Template Overview

This Basic Finance Tracker is designed to help you organize and manage your personal finances effortlessly. With dedicated sections for income, expenses, budgets, accounts, transfers and subscriptions, you get a clear and structured way to track your financial activity.
Whether you want to monitor spending, set budgets or manage recurring payments, this template keeps everything in one place, making money management simple and stress-free.

Key Features

• Income Tracking – Log all sources of income, whether it's salary, freelancing, investments or side hustles. Categorize earnings for a detailed financial overview and track trends over time.
• Expense Management – Record and categorize expenses to understand where your money is going. Differentiate between essentials (rent, groceries) and non-essentials (dining out, entertainment) to make smarter spending decisions.
• Budget Planning – Set monthly or category-specific spending limits to control expenses. Track your progress in real time and get insights into where you need to cut back or adjust spending.
• Accounts Overview – Keep track of multiple bank accounts, credit cards, cash and digital wallets in one place. Monitor balances, incoming funds and outgoing expenses to avoid overdrafts and stay financially aware.
• Account Transfers – Easily log money transfers between accounts, such as savings deposits, loan repayments or credit card payments. This ensures you maintain accurate financial records and avoid discrepancies.
• Subscription Tracking – Stay on top of recurring payments like streaming services, software subscriptions, and memberships. Identify unnecessary or forgotten subscriptions and cancel those you no longer need to save money.

This template is structured, easy to use and built to simplify financial management, giving you full control over your money.

Your Money, Your Rules.