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Expense Tracking Template

Install This Template
Keep your finances in check with Workiom's Expense Tracking Template! Organize expenses, create accounts, and track cash flow all in one place. Try it now!
Use This Template

Navigate your financial waters with ease using Workiom’s Expense Tracking template. A meticulously designed tool that empowers you to manage, track, and visualize your expenses and revenues, ensuring a clear perspective of the cash flow across various accounts.

Why use Workiom's expense tracking template?

Workiom’s Expense Tracking template is a meticulously crafted solution, designed to manage and track every financial detail, from expenses to revenues, ensuring a transparent and efficient financial operation without the complexity of traditional financial tools.

  • Transparent Financial Management: Track every detail from expenses to revenues.
  • Detailed Account and Customer Lists: Manage detailed information of accounts and customers.
  • Customizable: Tailor the template to your specific needs with just a few tweaks.
  • Integrated Workflows: Connect with other Workiom apps like Inventory Management, CRM, and more.

How to use expense tracking  template

Navigate through your financial management process with a template that ensures every expense and revenue is set, tracked, and managed in a transparent and measurable manner.

Step-by-step guide

  1. Manage Cost Centers: Add and manage categories for your expenses.
  2. Manage Expenses: Add and manage details for each expense.
  3. Manage Revenues: Add and manage details for each revenue.
  4. Manage Accounts: Create and manage accounts to track the total expense and revenue for each one.
  5. Manage Customers: Add and manage details for each customer, linking them with each expense or revenue record.


Automation & integration

Featured automations
  • Automated notifications for expense and revenue updates.
  • Automated reminders for payment deadlines.
Integrated outreach with Zapier
  • Google Workspace for collaborative editing and financial management.
  • Dropbox for seamless document and receipt sharing.

Views and visualization

List of views
  • Table view: For a detailed overview of expenses, revenues, and accounts.
  • Board view: Visualize the progression of expenses and revenues through various stages.
  • Calendar view: Keep track of all payment deadlines and revenue dates.

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.