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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Net Worth Growth Rate

This template shows total value growth rate for each type of your accounts, customize it in your way.

• Comparing to Last Quarter
• Each block includes all accounts for the type
• Showing percentage value as result
• Growth view to see changes period by period

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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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Annual Family Vacation

A simple template to track family vacation expense through the year.

• Uses Fina Tag to thread all activities.
• Show categorical breakdowns for all.
• See expense time line through the year.

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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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2025 Yearly Review Details

This template contains details for the whole year with different breakdown along the time.

• Demonstrate Muti-Dimensional Data In Grid
• Breakdown by Category, Tag or Merchant
• Simple as Feel Like Spreadsheet

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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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Account Balance Projection

This simple template tries to give you projected account balance after some days

• Use formula to compute
• Use future projected payments
• Use both time and account filter overwrites

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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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Zero-Based Budgeting + 50/30/20 Rule

This template follows 50/30/20 rule to practice zero based budgeting method.

• Category template following 50/30/20 rule
• Zero-based budgeting workbook
• Formula and Budgeting table

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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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Upcoming Transactions

Show upcoming transactions for next x days and monthly expense view.

• Future transactions in next 7 days.
• Upcoming transactions in next 30 days.
• Monthly expense view with projected future values.

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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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Ben Collins @ Fina Money

A finance tracking template on Fina Money by Google Spreadsheet expert Ben Collins. Follow me to learn more about Google Sheets!

• Income & Expense Overview
• Debt & Cash On Hand
• Spending Trend vs Goal
• Cashflow Breakdown
• Year Long Net Worth Trend

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Organized Finance

This template is a financial goals and debt tracker from 'Organized Finance'.

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