Expense Tracking
Expense Tracking
v1.0.10
pengjin
Easily manage personal expenses, clearly track every transaction, detail spending insights, simplify daily and household expense management, and gain full control over your finances .
📋 Project Management
Included Resources
Record Receipt Form
Receipt Log
Weekly expenditure reminder
Workflow Graph
Workflow Graph
Workflow of Expense Tracking
Release Notes
Release Notes
Release notes of Expense Tracking
💡 Overview
This template helps you easily track every expense, whether it's personal shopping, household purchases, Keep your spending clear and organized, making life and work more efficient and harmonious.
👉 How the template Works?
- Users view and manage all receipt records in the Main View, where each record includes essential information such as item name, receipt photo, date.
- For more detailed entries, users select the Log a Receipt Form to fill out complete receipt details.
- Based on the predefined automation workflow,The expenditure records will be automatically sent to the user every week.
🎯 Steps to Use
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Alternatively, you can use the Log a Receipt Form to provide detailed expense record information (including: Item Photo,Total, Category, and Who Paid). After submission, the record will appear in the Log a Receipt view of the Receipt Log table.
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In the Main View of the Receipt Log table, you can view all expense record information.
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Set up the Weekly Expenditure Reminder automation to automatically send expense report reminders to consumers each week.
👉 Who should use this template
- Personal users, Financial managers, Business leaders, Team members
⭐ Key Features of This Template
- Quickly submit each expense record through a form
- Create multiple views to provide transparent expense tracking
- Automatically send weekly expense reports via automation