About this template
One place for what comes in, what goes out, what you own and what you are saving for. Balances are the sum of the transactions, budgets turn amber and then red against real spend, and a transfer between your own accounts counts as neither income nor expense — so a card payment never gets counted twice. Bring a bank statement in as CSV and take your data out the same way.
Screens included
What already works
Transfers are not spending
Money moving between your accounts never inflates income or expenses.
Budgets against real spend
Each category turns amber past 80% and red past 100% of its limit.
Income vs expenses
Both on one shared scale, because comparing them is the point.
CSV in and out
Import a bank statement and export everything whenever you want it back.
Goals with a monthly figure
Each goal shows what you would need to set aside per month.
Solvo
Personal finance: income, spending, accounts, investments and goals in one place.
Use this templateIt copies the template into your account as a new project — screens, data and settings. You edit everything afterwards.
What's inside
- Data models
- 7
- Screens
- 9
- Sample records
- 148
- Languages
- DE, EN, ES, FR, PT-BR
What it stores