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Expense Tracking Template: Manage Accounts, Spendings, Revenues, and Overall Cash Flow

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

A simple template to start organising your expense tracking. Create accounts, add the spendings and revenues of each account to see overall cash flow for it.

Expense Tracking template has 5 lists:

  • Cost Centers: Categories for your expenses.
  • Expenses: List of your expense records.
  • Revenues: Use this list if you want to keep revenue records together with expenses.
  • Accounts: Create accounts to track the total expense and revenue for each one.
  • Customers: List of customers to link with each expense or revenue record.

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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.