All-in one financial system to track you personal, family and small business needs!
Using “zero-based budgeting” methodology, assign your previous month income and plan your savings and expenses for the month!
Full page preview of template available at https://bit.ly/3vFXSUh
Appreciate it very much if you can leave a rating behind! 😊
Features:
⭐ Budget & Expenses ⭐
Set monthly budget across master categories and track by subcategories. Ability to set budget for individual subcategories as well.
Monthly progress bar displays the amount of money left, % spend, amount of money overspend.
Gauge how much you should spend to stay on track by comparing against real time progress tracker
Red warning alert shows up if you exceed your budget by Nth day of the week/month
Filter by individual category, calculate your average spendings or figure out how much to fund for the subsequent months
Template to generate frequently used fixed and variable categories
Add attachment to transactions
Guide to zero-based budgeting
Guide to quickly log day to day transactions on your mobile devices
- Guide to embed and set up your own category expenses pie chart
⭐ Accounts ⭐
Easily transfer between accounts and reconcile balances
Reconcile expenses to ensure they stay up to date with bank transactions
Automatically display relevant informations on dashboard based on type of account selected. Choose between savings, credit, checking, cash and business account
⭐ Savings & Goals ⭐
Guided formula to help plan your monthly saving targets and expenditure
Guided formula to calculate your actual savings for the month after taking into account your overspend or underspend budgets
Ability to track savings across months
Set multiple saving goals, track progress, automatically allocates amount saved based on weighted percentage, automatically calculates time taken to reach goal, track total time taken to reach goals
Automated calculates how much of your savings is allocated to your saving goals and how much left is untouched.
Ability to archive saving goals when goal amount is reached
⭐ Reports ⭐
Automatic monthly and yearly reports
12 month view and year by year view of your expenses across categories and subcategories
Guide to embed charts into notion, hit refresh button to update charts automatically. Choose your own parameters to track across months- total net worth, change in net worth, savings, total expenses etc, or even years - total income, total side hustle etc
⭐ Shared Family Budget ⭐
Manage shared budget with your partner using your own individual login and account
Ability to display and edit shared information on your own personal finance dashboard
Track you and your partner’s overall contributions and contributions across individual months
Work towards multiple shared goals
12 month view and year by year view of expenses across categories and subcategories
⭐ Small business/ side hustle ⭐
Own multiple side businesses but don’t have a separate account? Set aside master categories for your individual side businesses and track expenses by subcategories
Learn how to create business account to track profits and losses without having to create an actual business account
Track your business growth across months and years
✅ Lifetime upgrades
✅ No recurring charges, one-time payment
✅ One system, 3 different uses - personal, family, small business
✅ Friendly mobile view included for quick entries
✅ Light and dark mode available
✅ 57 pages of read me guide included
✅ A total of 17 databases, many hours spend to create the best experience, and don’t be surprised by the complexity of the formulas!
✅ Personalised service available for a small nominal fee, contact me for more details