Finance Management Template – Standard

The Finance Management Boards (Standard) help you keep track of your business income and expenses in monday.com. You’ll get one board for expenses, one for revenue, and a dashboard that shows key financial info in one convenient view.

Expenses Board:
Group expenses by month, track payment status, upload invoices, and use categories for reporting. A form is included to make it easy to submit new expenses. The dashboard shows where your money is going.

Revenue Board:
Track what clients owe, what’s been paid, and store invoice files. You can organize hourly work, retainers, and extra fees all in one place. There’s a clear view of monthly totals and invoice status.

Dashboard:
Display key numbers from both boards—total revenue, total expenses, and payment status.

What’s included:
✔️ Expenses Board with form and invoice upload
✔️ Revenue Board with detailed tracking
✔️ Financial Overview Dashboard
✔️ Monthly structure for both boards
✔️ Setup instructions and video

Need help getting started? Contact us.