Minimalist 50/30/20 Personal Finance Tracker
About this template
✧ Key Features ✧
This tracker features a separate credit card database dedicated to credit debts. Its comprehensive calculation breaks down all the numbers associated with your credit card, from interest rates to annual fees. It calculates your balance based on the billing cycles the way that banks calculate. This includes calculating the current balance minimum monthly payment and interest and principal payment. It provides a better understanding of your credit card statements.
✧ Why This Template? ✧
● Simple & Organized Layout for Easy Use
● Dashboard with All Information at a Glance
● Real-Time Calculations
● Notification Reminders
● Fully Automated
● Quick Action Buttons
● Guide on Each Page
✧ WHAT IS INCLUDE? ✧
❤ 15 Pages to manage all your financial needs (10 Main Pages + 5 Pre-made Account Pages)
❤ Wallet Page:
Monitor Account Balances and credit card status for seamless financial management.
❤ Income Page & Expenses Page:
Track income and expenses with daily, weekly, and monthly views. Categorize transactions for a detailed breakdown.
❤ Budget Page:
Implement the 50/30/20 budget rule to manage your income effectively.
❤ Category Page (Income & Expenses):
Define monthly budgets for expense categories and track income sources.
❤ Saving Page:
Set monthly saving targets, log savings, and track progress.
❤ Goal Page:
Set financial goals, create payment plans, and monitor progress.
❤ Subscription Page:
Track subscriptions, upcoming renewals, and spending.
❤ Bill Page:
Receive reminders for upcoming bills and track recurring costs.
❤ Report Page:
View Monthly and Yearly reports to understand your finances better.
