Introduction

Congratulations on your purchase! 🎉 This template will take your business financial accounting to a new level. You will no longer be in the dark about your expenses and income. Finding a specific transaction will take just seconds. Live dashboards, updating in real-time, will allow you to keep your finger on the pulse of your business.

Thank you for your trust and support. Your purchase will not only improve your business but also give me the opportunity to create even more high-quality templates that help entrepreneurs, freelancers, and companies worldwide automate routine processes.

Main Page

Let's break it down in order and look at how it works:

• Master Settings: A page with all the master databases used in the template. All charts on the main page are built based on these databases.
• Current Month Report: A dashboard showing all data with a current month filter for convenient monthly report viewing.
• How does it work?: Instructions on how to use the template (current page).
• Made by https://t.me/sbunchukov https://www.linkedin.com/in/stas-bunchukov/: A link to contact me. I provide business consulting services and turnkey business process setup for companies of all sizes.
• Account Balances All time Now: A pie chart showing the balances of all your accounts for all time. The "View all account" button leads to the master database of all accounts.
• Monthly Revenue: A graph displaying the dynamics of your monthly revenue.
• Recent transactions: A linked database view from the master transaction database. It shows transactions sorted from top to bottom (latest on top) and grouped by relative time and date. The "Add a transaction" button creates a new transaction card, and "View all transactions" leads to the master page of all transactions.
• Cashflow All time Now: A horizontal chart showing the difference between transaction types: income, expense, balance. Transfers are excluded.
• Revenue All Time Now: A pie chart of revenue by projects for all time.
• Expenses All Time Now: A pie chart of all expenses by transaction categories for all time.

Master Settings Page

Working Databases

• Transactions: The master database for transactions, on which the entire accounting system and template logic is built. You will work with this page 90% of the time. Here, all transactions are controlled, created, edited, logged, and their status is tracked.