Personal finances

This template is ideal to keep track of home finances or of any relatively simple activity.

Click on the Add folder button above and this pre-configured folder will be added to your BASE·finance account.

A folder regroup one or several accounts and label lists, which you can customize to fit your specific needs.

Accounts

Accounts are where your transactions are actually recorded. These are the accounts pre-defined in this template:

• Checking account: Click on the + and - icons in the right sidebar to begin creating records.

• Savings: Click on the + and - icons in the right sidebar to begin creating records.

List of labels

Labels are used to easily classified transactions. Multiple lists can be used simultaneously at any time. These are the lists pre-defined in this template:

• Categories: Customize this list as necessary by creating new categories or modifying existing ones.