PennyPerfect: Financial Planner
About this template
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
