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Finance Tracker OS
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WHAT IT IS
Most people track expenses after the fact. This template helps you plan ahead — so every project and goal has a budget behind it, and every cost feeds directly into your Finance OS.
You set a spending limit per project, log expenses as they happen, and the system does the rest. Each project expense automatically syncs to the Money database to update your account balances, and to the Month database to contribute to your complete monthly budget analysis alongside income and regular expenses. The Month database is the central hub — it combines everything so you always see the full picture. The Split Bills feature handles shared costs just as cleanly — enter the total, the number of people, and your percentage, and the math is done for you.
1 Template
WHAT IT HELPS YOU DO
Plan What You Spend Before You Spend It
Define project or goal-based budgets with a clear spending limit for each
Log every related expense and link it to the right project
Track how much you've spent and how much budget remains in real time
Split shared expenses among multiple people and track payment status automatically
Review monthly spending summaries to catch overspending and plan better
Set monthly income, expense, and spending targets with the budgeting planner
A sneak peek inside
CORE FEATURES
Everything the system is built on.
Project Budgets
Define each project or goal and set a maximum expense limit
Project Expenses
Log every cost associated with each project, linked to account and date
Monthly Spendings Overview
Automatically aggregates all project expenses into a monthly summary
Split Bills System
Divide shared costs among any number of people, with automatic per-person calculation and payment status tracking
Monthly Budgeting Planner
Record total income and expenses by month and set a spending budget limit
The Process
From duplicate to daily use.
Example entries
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