Finance Dashboard
About this template
Key Features
Financial Goals: According to a survey by TD Bank, individuals who set financial goals save 2.5 times more money than those who don't.
Net Worth Calculation: Provides an instant snapshot of financial health and overall wealth.
Wishlist: By identifying and listing the things you desire, you provide yourself with a tangible target to work towards.
Income & Expenses: Keep track and understand your financial movements. Manage receipts, pay dates, recurrent incomes and expenses & more.
Accounts: Create & manage accounts, send payments to this accounts and use money from them to pay for your expenses.
Debt Management: Keep track of debts, establish reminders for pay-dates and understand your progress at all times.
Savings, Investments, Document Storage and more.
