Add all your stocks and monitor your investments to see your wealth grow over time.
Track your income and gain insights with included charts.
Track your expenses and create monthly budgets to stay within your limits.
Debt Tracker
Manage all your loans with their connected account. See loan progress and amount left.
Get automatic monthly reports with a list of all your transactions and see cashflow for that month.
Saving Goals
Create saving goals to buy any item in your wish list or as an emergency fund and see the savings progress.
Accounts Management
Manage multiple accounts seamlessly.
Manage all your subscriptions in one place.
Create Monthly budget for each category and see progress.
Transfer amount between accounts.
Investment Reports
Get a monthly investment report showing your asset performance.
And much more..
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We have carefully crafted this template with every tool you need to manage your finances.
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Gain Financial Insights with automatic Monthly Reports.
Get automatic monthly reports with a list of all your incomes and categorized expenses and see cashflow for that month.
Manage all your subscriptions in one place.
Add all your subscriptions to the Subscriptions Tracker and it will let you know your overdue subscriptions. You can add both monthly and yearly subscriptions.
Manage multiple accounts seamlessly.
Manage unlimited accounts. This template automatically generates your balance based on your incomes, expenses, and transfers.
Investment Tracker
Track your debts.
Manage all your loans with their connected account. See loan progress and amount left.
10+ Pages of Financial Insights
With over 10+ pages, this template is designed to give you complete financial clarity.
Organize Your Finances
Keep track of your income, expenses, subscriptions, and accounts in one organized, easy-to-navigate space.
Create Saving Goals.
Create saving goals to buy any item in your wish list or as an emergency fund and see the savings progress.
Support That Lasts
Setup instructions (coming soon)
Our templates includes a setup instructions which will guide you on how to setup and start using it.
Unlimited free updates
All out template gets free updates for lifetime.
We provide lifetime support for any help or queries regarding our template.
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