The Moderate | Financial Tracker
The Moderate | Financial Tracker
This one-of-a-kind digital financial tracker is an interactive spreadsheet with financial planning, tracking, and reflection. Built in Google Sheets, you'll be able to conveniently enter transactions from your phone via a linked Google Form.
Please read PRODUCT INFORMATION below prior to purchasing.
Why is it Pay What You Can?
This pricing model allows a high value product to be accessible to a wider audience. We believe everyone deserves access to financial resources. Your support will help keep these products accessible. Choose the pricing that best fits your budget.
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Product Information
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Important Information
- This is a digital product, no physical product will be shipped.
- A Google account (Free) is required to access the product. Instructions provided for set up.
- All transactions must be entered through the Google Form provided.
- Due to the digital nature of this product, sales are final and no refunds will be provided.
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How it Works
- After payment, you will receive a PDF file with a download link and instructions
- Set up the tracker and transaction form with personal information
- Start tracking easily! The transaction form is linked to your financial tracker so transactions will upload automatically
- Use for years to come (instructions provided)
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What's Included
- Finance tracker template with monthly and yearly overview (Google Sheets)
- Transaction form (Google Form)
- Instructions guide (written and video format)
- BONUS- Financial Hub included to record additional financial details such as banking, income, and expense information
Copyright and Disclaimer
Unauthorized sharing or copying of this digital product, including designs, files, or related content, is strictly prohibited.
The Financial Trackers are designed solely for informational purposes and are not intended to provide personalized financial advice. The products facilitate the organization and tracking of financial data, but users should be aware that it does not constitute professional financial guidance.
This planner is great for tracking personal and small business finances. The setup is easy and quick to learn. Love the phone icon for adding quick purchases through the form without needing to dive into the spreadsheet everytime!