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Instructions

Welcome to my finance dashboard, designed specifically for you! As someone who understands the importance of staying on top of your financial game, I have created this template to empower you with the tools and insights you need to make informed decisions about your money. With this dashboard, you can easily track your income, expenses, software, and staff costs all in one place. It eliminates the hassle of juggling multiple spreadsheets/ apps and provides a clear, visually appealing overview of your financial health. Whether you're a seasoned business owner or just starting out on your financial journey, this dashboard will streamline your financial management and give you the confidence to take control of your financial future. So, buckle up and get ready to dive into your finances like never before.

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Video Tutorial

Hey there! ✨

In the below tutorial video you will learn:

- Introduction to setting up the finance dashboard

- Importing bank transactions as a CSV file

- Matching transactions with date, description, and amount

- Adding debt and tracking payments

- Using the fixed cost calculator to track expenses and software costs

- Adding staff members and their costs

- Personalizing the template to match specific needs

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Additional Help

We can help in 3 different ways:

✨ Embedded Builder Inside Your Company ✨

✨ Help You Integrate A Template ✨

✨ 1:1 Systems Consulting ✨

Click Here To Book A Call

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