Virtual Wallet & Finance Tracker

Take Control of Your Finances with Our Virtual Wallet 💸

Managing your income, expenses, and monthly payments has never been so clear and organized. This template is designed to be your personal assistant in financial management, offering a centralized and efficient space where every transaction finds its place.

What's Included?

📌 Categories
With specific categories, you can intuitively classify your financial movements, whether it’s income such as salaries, loans, or projects; daily expenses like food, shopping, or others; or recurring monthly payments such as subscriptions, utilities, or taxes. Additionally, each category includes a historical control that allows you to see the total sum of associated records, giving you a broader view of your financial habits.

🏦 Accounts
In the Accounts section, you can link every income, expense, or payment to a specific account, such as your bank balances or available cash, obtaining an accurate picture of your financial situation. This functionality helps you reflect all your movements in real-time, facilitating a detailed monitoring of your personal finances.

📂 Monthly Records
The Monthly Records act as a global balance, summarizing income, expenses, and payments to give you a clear view of how much money you've received, spent, and have available at the end of each month. Additionally, this summary allows you to plan your upcoming months with greater precision, based on reliable and automatically organized data from the template.

📊 Graphs
To complement all this functionality, the template includes an Interactive Graphs section, designed to analyze your financial situation visually. From categorized income and expenses to comparative monthly balances, these real-time updated graphs provide clear and straightforward insights, helping you identify trends and make more informed decisions.

With this template, managing your finances transforms into an organized and strategic experience, giving you the necessary tools to achieve your financial goals with confidence and clarity. Start today and take your finances to the next level!

Make it simple, effective, and yours.
Make it with Helplates.

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🚀 Updates

(11/13) Property Design: Based on Notion's latest update, we've redesigned the properties of each section to simplify and enhance your financial tracking.

(09/22) Graph Inclusion: You can now compare the total of your categories and daily expenses in a fully personalized graph section.