Expense Tracking Template

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.

Features

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.

‍