Template from

Tanja from SeaTable

Tanja from SeaTable

Working student marketing

Category

Finance

Functions

  • Filtering
  • Grouping
  • Views
  • Web form
  • Statistics
  • Sorting
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Budget book

Keep an eye on your monthly income and expenses with this template. Use template Preview

With SeaTable, you always have an overview of your income and expenses. Conveniently record all expenses using the web form and document the type, category, amount and date of the expense. You can also upload the invoice or receipt to save it permanently.

If you record all your expenses in your budget book, you can always display exactly the data you want to see with the help of views and statistical evaluations. In the standard view, the expenses are grouped by month and sorted by date. We have also predefined additional views for individual people in the household. You can use the calendar plugin to display your expenses over time.

If you assign your expenses (Table 1) and income (Table 2) to a month, they are automatically linked to the budget in Table 3. There, all income and expenses are totaled in three formula columns and the difference or surplus per month is calculated.

Only those who know their expenses can reduce unnecessary costs. With the new budget book in SeaTable, you have all the information in one place and can start looking for avoidable costs or potential savings. Visualize and analyze your expenses with statistics. SeaTable makes this easy for you.

You can also find out how you can save a lot of money with a budget book in our blog article.

Interactive template

Scroll through our interactively embedded template or read the description by clicking on the i symbol after the template name. This will give you a better feel for the functions. If you have any questions, we recommend that you use our help section.