Financial Tracker
A simple way to track your income and expenses, stay organized, and understand your cash position without the complexity of full accounting software.
The Financial Tracker Includes:
Income and Expense Tracking
Record money coming in and going out.
Cash Position Visibility
See where cash stands based on current account activity.
Document Organization
Keep receipts and supporting documents connected to financial activity.
Recurring and Expected Activity
Track scheduled or repeating items to help show what is expected.
Monthly & Annual Summaries
View activity by month or across the year in a simple summary format.
Secure Client Access
Sign in securely to view and update financial activity as needed.
The Financial Tracker is included as part of the Preparation Path service and works alongside ongoing guidance and monthly check-ins.
Preview the main areas of the Financial Tracker below.
Transactions
Record income, expenses, and transfers by category, and view related documents.
Annual Summary Overview
Review activity across the year by category and account to see the business's profitability and sustainability.
Cash Position Detail
See how account activity changes the cash position in each account.
Monthly Summary
View income, expenses, monthly net, and cash position for a selected month.
Interested in Using the Financial Tracker?
The Financial Tracker is available to current Preparation Path clients. If this would help improve visibility into your business, schedule a discovery call to see if the Preparation Path service is the right fit for your business.