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What is the Personal Finance Dashboard?
A simple way to manage your money. The Personal Finance Dashboard tracks your income and spending, categorizing transactions for an at-a-glance view of where your money goes.
- Record income sources and expenses with custom categories and icons
- Visualize financial data with a summary chart broken down by category
- Stay on top of spending habits to make informed money decisions
Take control of your personal finances - try the Personal Finance Dashboard today.
Why you should use the Personal Finance Dashboard with Glide
A personal finance dashboard built with Glide helps you stay on top of your spending and income. It connects to your financial data, allowing you to easily track and categorize transactions without the hassle of migrating information.
- Glide connects to your existing data sources like spreadsheets or databases, enabling you to create interfaces on top of your data.
- Integrated Data & Layout Builder allows you to fluidly switch between manipulating your financial data and designing the app interface.
- Powerful data computation tools let you transform and augment your income/expense data using advanced columns and calculations.
Take control of your personal finances by trying out Glide's personal finance dashboard today. With its simple yet powerful money management tools, you can make informed decisions about your spending habits.
Who should use the Personal Finance Dashboard
Finance Director
The Finance Director Dashboard offers clear insights and precise control over your financial data, helping you make informed decisions and maintain financial health.
- Real-Time Financial Tracking: Monitor your cash flow, expenses, and revenues as they happen, allowing you to stay on top of your company's financial status.
- Customizable Reports: Generate detailed reports tailored to your specific needs, enabling you to analyze data in a way that supports your strategic planning.
- Budget Management Tools: Plan and track budgets effectively to ensure your organization stays within financial targets and allocates resources efficiently.
Operations Manager
A Personal Finance dashboard is perfect for an Operations Manager looking to maintain control over their finances. It provides a clear view of income and expenses, helping you make smart financial decisions.
- Track Income and Expenses: Easily log all your income sources and expenditures to keep an accurate record.
- Custom Categories and Icons: Organize your finances by assigning categories and icons that fit your needs, making it simple to identify where your money is going.
- Visual Summary Chart: Get a clear visual breakdown of your financial data by category, helping you quickly spot trends and adjust your spending.
Maker
Made by Glide
Data Sources
Resources
How the template works
1
Click 'Get template'
This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.
2
Customize your template
You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.
3
Publish your app
Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.
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