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 instructions
Need help tailoring it to your business? Contact us.