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Money — Track Your Accounts and Savings Goals

See exactly how much money you have and where it's allocated — all in one place.

A structured system for recording all your money-holding accounts, tracking balances, and managing savings goals — without constantly moving money around. Keep your financial position up to date, monitor progress toward your goals, and get a clear picture of what you have and what it's building toward.

What This Template Helps You Do

• List all money-holding accounts in one structured place
• Record current balances that reflect real-world amounts
• Track savings goals, target amounts, and monthly saving progress
• Record debt as negative balances for accurate totals
• Log transfers between your own accounts
• Compare available money with savings allocations for reflection and planning
• Categorize accounts by type and color for quick visual reference

Core Features

• Money Accounts Database — record all accounts with current balances and account types
• Savings Fund Tracker — track goals, target amounts, monthly saving amounts, and progress
• Money Transfers Log — record movements between your own accounts
• Money Accounts vs Savings Fund View — compare available money with allocated savings
• Negative Balance Support — track debts and obligations directly within accounts
• Categorization Guide — color-coded account types and savings fund categories
• AI prompts to help identify account and savings category types
• Example entries and setup checklist included

Design & Experience

• Clean, minimal layout for fast reference
• Fully responsive across desktop, tablet, and mobile
• Light and dark mode covers included
• Lifetime access — no recurring fees

Your financial position, clearly recorded — so every decision starts from an accurate foundation.