Hi Notioner!
Thank you for giving my Finance template a try. Now that you've read the TUTORIAL SECTION below, feel free to customize the colors, images, and icons to make it your own.
-Loba
Hi dear soul! Here’s the tutorial section to guide you step by step through the Finance Automa.
(You’ll find some examples included.)
Start by entering your current “starting balance” for each financial account. If you have more than one, click “+ New” to add another row.
No need to touch anything else in the Accounts column — income and expenses will be calculated automatically as you enter them.
You’ll find a few common “budget categories” already filled in. Feel free to change or personalize them as you wish.
Once you enter your “monthly budget” amounts, the system will automatically calculate how much you've spent and how much remains for each category.
You’ll also see a percentage indicator showing what’s left — you can hide this if you prefer, but I recommend keeping it visible for clarity.
Now it’s time to track your spending.
Start by adding a name (e.x. Groceries), the date of the transaction, the amount, the relevant “budget category”, and the “account” where the money came from.