Overview

The Expense Tracker Template helps you monitor and categorize expenses and gives you clear insights into where your money goes.

Why use this template

With this template, you can:

• Record and categorize expenses in real time
• Visualize spending trends with dynamic charts and KPIs
• Keep your finances organized with clean, customizable layouts

Template features

• Ready-to-use template with editable fields
• Customizable design in the WeWeb Editor to align with your company branding
• Option to set role-based access
• Option to add conditional logic
• Responsive by design: accessible on desktop, tablet, and mobile devices

Who is this template for

This template is perfect for:

• Individuals managing their personal budgets and monthly expenses
• Professionals tracking income, bills, and savings goals
• Families monitoring household spending and shared expenses

Testimonial

"We replaced our manual spreadsheets with this expense tracker and instantly gained more visibility into where our money was going. It’s so intuitive and easy to customize." — Founder, Independent Design Studio

How to set up your Expense Tracker template

1. Click “Use template” to open the template in the WeWeb Editor
2. Connect it to your backend of choice 
3. Customize the fields to reflect your policies 
4. Configure roles and access control
5. Add your company branding 
6. Publish it and invite your team 

‍