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Simple Finance Tracker Template

Simple Finance Tracker Template

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Easily manage your transactions and get a clear financial overview with the Simple Finance Tracker—customize tags for income and expenses to suit your needs.

Simple Finance Tracker Template
Simple Finance Tracker Template
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What is the Simple Finance Tracker Template?

The Simple Finance Tracker template makes it easy to manage your transactions and provides a clear overview of your finances. With customizable tags for both income and expenses, getting started is straightforward and adaptable to your needs.

  • Add Transactions: Record your income or expenses and tag them accordingly.
  • Edit Tags: Add or delete tags so they fit with your lifestyle.
  • Dashboard Overview: The dashboard automatically updates, giving you a clear, high-level view of your finances.

Try the Simple Finance Tracker today and start managing your finances with ease.

Why you should use the Simple Finance Tracker Template with Glide

Managing your finances is easy with the Simple Finance Tracker template built on Glide. This template allows you to keep track of your transactions and gain a high-level overview of your income and expenses.

  • Glide connects to your existing data, whether it's in Google Sheets or SQL databases, so you can manage your finances without having to move your data around.
  • With Glide’s integrated Data & Layout Builder, you can quickly switch between editing your financial data and customizing the app’s interface, making it easier to see exactly what you need.
  • The template is automatically optimized for both desktop and mobile, ensuring a seamless experience no matter where you access it.

Start organizing your finances today with the Simple Finance Tracker and see how easy managing your money can be.

Who should use the Simple Finance Tracker Template

Finance Director

As a Finance Director, this template empowers you to manage financial operations with a data-driven mindset.

  • Gain real-time visibility into key financial metrics through interactive dashboards
  • Streamline budgeting, forecasting, and reporting processes with customizable templates
  • Collaborate seamlessly with cross-functional teams through secure data-sharing capabilities

Operations Manager

As an operations manager, you can easily track and analyze your team's expenses with this finance tracker. It provides a straightforward way to log transactions and categorize them with customizable tags. The clear dashboard overview gives you the insights you need to manage budgets effectively.

  • Log Income and Expenses: Quickly input transactions for your team, clients, or projects.
  • Customizable Tags: Create tags tailored to your operations, making it easy to filter and analyze spending.
  • Visual Dashboards: Get at-a-glance visibility into finances across different categories, time periods, and more.

Maker

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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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