Financial Tracker

Expenses

Monitor and Control Your Expenses Efficiently: With our template, you will be able to keep a detailed record of all your expenses. Classify and analyze each transaction to identify areas where you can reduce unnecessary expenses and optimize your budget, keeping your finances under control.

Income

Accurately Record and Analyze Your Income: Document all of your income, whether it is from your salary, investments, or any other source. The template will help you have a clear view of your income sources and allow you to better plan your personal finances.

Summaries

Get Clear and Detailed Financial Summaries: Generate monthly and annual summaries of your finances to get a complete picture of your financial situation. These summaries will allow you to evaluate your progress, adjust your budget and make informed decisions to improve your financial health.

Accounts

Organize and Manage All Your Accounts Efficiently: Keep track of all your bank accounts, credit cards and any other financial accounts. Keep your balances up to date and manage your transfers and payments neatly and accurately.

Categories

Categorize your Finances for Better Vision and Control: Assign categories to all your income and expenses to better understand how your money is distributed. This organization will allow you to identify spending patterns and areas for improvement, making it easier to make strategic financial decisions.

Ratios

Analyze your finances with Key Financial Ratios: Use financial ratios to evaluate your financial situation in a deeper way. Calculate and monitor indicators such as savings ratio, debt ratio and others to gain a more complete understanding of your financial health and make more informed decisions.