Fina Gallery - Discover Financial Tracking Templates
Home Renovation Expense Tracker
A template designed to track expenses for an extended home renovation project, complete with budget management.
- Home renovation expense tracking
- Event based budgeting
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Savings Tracker
This template demonstrates two main methods to set goals and track goals.
- Use formula calculation to set how income allocation towards a goal.
- Use dedicated account to do real saving and track progress towards a goal.
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Credit Debt Payment Calculator
This template helps you create and track a credit debt payment plan. It gives a clear overview of your debts and priori
- Debt management
- Interest calculator
- Overall debt trend
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Basic Cashflow Overview
Track your cash flow with insights on income vs. expenses, category spending, trends, and overall financial status.
- Current cashflow status
- Income vs Expense
- Expense on specific categories
- Expense trends
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Categories & Budgets
Your budgets have been migrated to this page.
- This page shows the original budget set.
- Update budgets freely.
- Easily duplicate and create another budget block.
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My Investments
A simple overview of my investment account balances and transactions.
- Investment Account Balances
- Investment Worth Trend
- All Buy & Sell Transactions
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Income tracker
An income tracker that breaks down all your sources, highlights trends, and shows where your money goes with cash and sa
- Income sources
- Income trend
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Business Expense Tracker
This template is a simple expense tracker for (small) business. View business expense breakdown by category and vendor.
- Link of business category to import
- Expense breakdown by category
- Expense breakdown by vendor
- Monthly expense view for a specific category
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Net Worth Full Picture
Net worth isn't just one number; this template helps you track it by grouping accounts, giving you a complete view of yo
- Net worth groups
- Net worth trend
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Mortgage Pay-off Planner
This template quickly calculates how many years it will take to pay off your mortgage based on income and expenses, help
- Mortgage calculator
- Budget setting with expense
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Subscription Transactions
Transaction list block gives you the detailed list of transactions to meet your filters such as category, merchant, etc.
- Previous vs Current month
- Sort by descending dates
- Total sum track the difference
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Advance Budgeting
This template shows a few different ways to set and track budgets
- Category based budgeting
- Group based budgeting
- Monthly Threshold
- Misc budgets
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Budgeting with Roll-over
Do you need rollover budgeting? Probably Not.
- Budget Overview in Different Periods
- Effective Bigger Picture of Budgets
- No Need Rollover Feature
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Merchant Average Expense Tracker
Store visit spending tracker, calculates yearly average spend per store visit.
- Merchant expense average
- Expense threshold setting
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Goals Based on Saving Ratio
Sets savings goals with predefined ratios
- Saving goals tracking
- Goals based on balance ratio
- Formula with inline edit
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Saving Goals Progress Tracker
This template tracks one or multiple savings goals, allowing you to monitor progress on a month-by-month basis.
- Saving goals
- Time series trending
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Cori Arnold Money Management
Created by finance expert Cori Arnold, helps track income, expenses, and net worth with category breakdowns.
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Wealth in Christian Life
An easy-to-use template for Christians to organize money, track generosity, and keep faith at the center of financial life.
- cashflow and budgeting
- Tithe or donation
- Basic watch list & spending trend
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Basic Budgeting
For basic budgeting with categories
- Category based budgeting
- Income and Expense budgeting
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Yearly Cashflow Overview
A template that provides an annual cash flow overview—a great complement to your monthly insights.
- Annual insights
- Cashflow monitoring
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Net Worth Overview
The overview of your net worth. Assets breakdown in different ways to get the full insights.
- Assets & debt summary
- Current and historical views
- Breakdown by accounts, institute and account type
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Tracking Multiple Savings Goals with a Single Account
track multiple savings goals across one or more accounts, allocating savings based on percentages rather than specific a
- Saving goals
- Savings based on percentages
- Formula metrics
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Cashflow Calendar
Track your monthly income, expenses, and net savings with a clear calendar view and savings timeline.
- Calendar view
- Saving balance timeline
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Household Expenses Comparison
Allows for a detailed breakdown of each spouse's expenses, enabling better financial management and transparency in the
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Wedding Expense Tracker
A wedding expense tracker template with a budget overview and predefined expense categories.
- Special event expense tracker
- Wedding budget
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Room Share Expense Tracker
A template designed to track rental expenses for all roommates.
- Sub-lease expense management
- Convenient cost share calculator
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Expense Improvement Tracker
tracks expense trends for specific categories or merchants, highlighting improvements when spending decreases.
- Merchant expense trend
- Category expense trend
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Fina Onboarding
Assist you in getting started with Fina, enabling you to fully experience its capabilities.
- onboarding interactive demo
- get-started instructions
- basic block examples
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Recurring Charge & Subscriptions
Identify recurring charges, like subscriptions, by checking how often transactions occur with the same merchants.
- Detect recurring charges
- Transaction count by merchant
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Organized Finance
This template is a financial goals and debt tracker from 'Organized Finance'.
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