Personal Finance

Personal Finance

Manage incomes and expenses

Personal Finance
Personal Finance

What is the Personal Finance template?

A personal finance template is a tool that helps you track and categorize your income and expenses. Glide's personal finance template allows you to easily record your income sources and spending, assign custom categories and icons, and visualize your financial data with a summary chart broken down by category. By providing a simple yet powerful way to manage your personal finances, this template can help you stay on top of your spending habits and make informed decisions about where your money is going.

Why you should use the Personal Finance template with Glide

With the Personal Finance template, you can finally take control of your spending habits and achieve your financial goals. Track income and expenses across custom categories with a few taps, gaining insights through intuitive charts. This data-driven approach empowers you to make informed decisions about your money. - Easily record income and expenses on the go from any device - Categorize transactions with custom icons for better organization - Visualize spending patterns through auto-generated summary charts

Who should use the Personal Finance template?

Financial Coordinator

For Financial Coordinators tasked with overseeing both personal and small business finances, the Personal Finance app template from Glide presents a streamlined solution for recording and categorizing transactions efficiently. By enabling the assignment of custom categories and icons to each income or expense, this tool not only simplifies financial tracking but also enhances the clarity of financial reporting with its summary chart feature, making it easier to analyze spending patterns and financial health at a glance.

Budgeting Freelancer

For the budgeting freelancer navigating the fluctuating world of freelance income, the Personal Finance app serves as a vital companion in managing finances with precision. By allowing users to meticulously record income and expenses, then categorize them with custom icons, this tool simplifies the complexity of financial tracking. The summary chart feature further enhances financial clarity, offering a visual breakdown of expenditures by category, enabling freelancers to make informed decisions that align with their budgeting goals.

Startup Founder

For the startup founder, keeping an eye on every dollar is crucial to navigating the early stages of business development. The Personal Finance app empowers founders to meticulously record and categorize every income and expense, enabling a clear view of financial health. With the added benefit of a summary chart, founders can easily visualize their financial allocation, making strategic adjustments to ensure resources are being utilized effectively for growth and sustainability.


Data Sources

How the template works

  • 1

    Click 'Get template'

    This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.

  • 2

    Customize your template

    You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.

  • 3

    Publish your app

    Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.

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