Finance Management Template – Plus

The Finance Management Template helps you manage income, expenses, and overall financial performance in one place. It includes boards for tracking expenses, revenue, profit and loss, and a dashboard to bring it all together.

The Expenses Board lets you track monthly spending, payment status, and expense categories. You can upload invoices, fill in details using a form, and see spending trends with the dashboard.

The Revenue Board tracks payments from clients. You can enter details like hours worked, retainer fees, and invoice numbers. There’s also a gallery for storing invoice files.

The P&L Board pulls data from the Expenses and Revenue boards to show profit or loss by month. You can also break down results by category like marketing or travel.

The Financial Overview Dashboard shows key numbers from all boards—so you can quickly see where things stand.

How it works:

• Track expenses by month, category, and status

• Enter client revenue and track invoice payments

• Use connected boards to show monthly profit/loss

• Manually link items to the P&L board for reporting

• Use forms for easy data entry

• Dashboards help you monitor financial health at a glance

What’s included:

✔️ Expenses Board
✔️ Revenue Board
✔️ Profit & Loss Statement Board
✔️ Financial Overview Dashboard
✔️ Built-in automations
✔️ Walkthrough video

Need help tailoring it to your business? Contact us.