Finance Dashboard
About this template
All your financial health in one single place. Gain clear insights into your income, expenses, debt, savings, and more all in one organized carefully designed space.
Key Features
Financial Goals: According to a survey by TD Bank, individuals who set financial goals save 2.5 times more money than those who don't.
Net Worth Calculation: Provides an instant snapshot of financial health and overall wealth. Net worth provides a benchmark for monitoring financial growth and stability, is an essential component in long-term financial planning, and plays an important role in determining borrowing capacity and creditworthiness.
Wishlist: By identifying and listing the things you desire, you provide yourself with a tangible target to work towards. It can give you a sense of direction and motivation to take steps towards fulfilling those wishes.
Income & Expenses: Keep track and understand your financial movements. Manage receipts, pay dates, recurrent incomes and expenses & more.
Accounts: Create & manage accounts, send payments to this accounts and use money from them to pay for your expenses.
Categories: They help you gain a much clearer understanding of where your income and expenses are coming from. Know where you should cut expenses, understand which income is the most profitable for you.
Debt Management: Keep track of debts, establish reminders for pay-dates and understand your progress at all times. A debt payoff calculator is also included to help you gain better understanding of how much you should be paying to each debt, how much your interests are going to be & more.
Savings: Over time, consistent saving can lead to significant financial growth and provide a solid foundation for a secure and prosperous future. Our template includes a compound interest calculator to help you plan and make the best out of your savings.
Investments: Seamlessly track and manage your portfolio, monitor performance, and make informed investment decisions with confidence.
Document Storage: Easily retrieve and find all your financial documents. No risk of losing documents, no need for physical space and overall increased comfort for managing documents.
