Essential Finance Pro - English

Get a monthly and annual view of your earnings and expenses in a simple, beautiful and intuitive template. Smart filters and automations will give you useful information about your financial life in the palm of your hand.

I will clearly explain each of the sections that you will find in the template:

Monthly Balance

A dashboard with the sum of your earnings, expenses and what is left over in a given month. To avoid having too much information, there will be a filter activated to show a maximum of the last 3 months.

Important: it is automatically fed according to what you include in the earnings and expenses sections.

Credit card

Include the amount of your monthly credit card bill, with a progress bar against your card limit. You can customize this if you want progress towards your monthly spending limit, for example.

Earnings

Add up your monthly earnings and divide by categories. The sum of the month's earnings will automatically be recorded in the Monthly Balance dashboard.

Personal expenses

Add personal expenses, divide by categories and have control over receipt of invoices and whether payment has already been made.

Shared Spending

Add expenses shared with others. By default, the template comes with the formula that calculates these expenses, for two people. However, you can make the adjustment. This is explained in the template tutorial.

Investments

Add investments and create categories for each of them.

Budget goals

Create spending goals by category and track your progress throughout the month.

Summary of the year

Track the total earnings, expenses and investments for the year to have a dimension of increased revenue or reduced expenses.

Quick shortcuts

Using buttons, you can quickly include new earnings, expenses and investments.