PennyPerfect: Financial Planner
템플릿 설명
Comprehensive Financial Management
Financial Planner provides a full-width overview of various financial aspects
Includes multiple database views for detailed financial tracking and analysis
Organised monthly
History tracking available
Financial Tracking Components
Overview section for a general financial snapshot
Accounts database to manage different financial accounts
Allocations database for budgeting and allowance tracking
Expenses and Transfers database with current month and historical views
Income database with current month and all income views
Net Worth Management
Net Worth database tracking assets, liabilities, and historical data
Monthly Calculations database for regular financial planning and analysis
Monthly 50-30-20 budget organization
Uses current month income to automatically allocate using the 50-30-20
Customisable
Coming Soon
The ability to organise budgets using date ranges
