Finance & Legal Templates

What is an expense reimbursement app? An expense reimbursement app lets employees submit expense claims with receipts, sends them to managers for approval and tracks payment by finance. Stackby's Expense Reimbursement App template combines an expense claim form, an expense approval workflow and an employee expense tracker in one stack. It replaces the emailed expense report template and gives finance a live view of every claim. Who should use this employee expense tracker? Finance teams, office managers and founders at small and mid-size companies, agencies and nonprofits. It suits teams that handle travel expense reimbursement and other claims by email and spreadsheet, and want the control of expense reimbursement software without a per-user subscription. Template Features:Title:Mobile Expense ClaimsDesc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Manager Approval WorkflowDesc:Each new claim notifies the approver, who approves or rejects it with a comment. Title:AI Receipt ExtractionDesc:An AI field reads the merchant, date and amount from each receipt for the approver to check. Title:Policy Limit ChecksDesc:Set limits by expense category, and flag any line item that goes over its limit for review. Title:Spend DashboardDesc:Chart spend by employee, department, category and month, and compare it with budget. Key features of the Stackby Expense Reimbursement App Expense claim form with receipts: Employees submit claims from a phone or laptop and attach receipt photos or PDFs. Line items by category: Add several expenses to one claim, each with date, category, amount and project. Manager approval workflow: Notify the approver for each new claim and record approval or rejection with a comment. AI receipt extraction: An AI field reads merchant, date and amount from the receipt for the approver to check. Reimbursement payment tracking: Finance marks claims as scheduled or paid, with payment date and reference. Spend dashboard by team: Chart spend by employee, department, category and month, and compare it with budget. How to set up expense reimbursement in Stackby Copy the template and add employees with their approving manager. Edit expense categories, limits and policy notes on the claim form. Share the form link with employees. Turn on approval and payment notifications, and review the spend dashboard monthly. Related templates Expense Tracking template Approval Form Business Budget template Payment Receipt template Purchase Approval Form Financial Dashboard template Accounting Firm ERP template 

Free Purchase Price Request Form Template  What Is a Purchase Price Request Form Template? A Purchase Price Request Form Template is a pre-designed form that allows employees or departments to formally request price approvals for goods or services before procurement. It ensures all pricing requests are documented, reviewed, and approved to maintain budget compliance and avoid procurement errors.  Who Can Use the Purchase Price Request Form? Procurement Teams – To review and approve requested purchase prices before placing orders. Department Managers – To request approval for new or negotiated prices. Finance Teams – To verify costs and ensure compliance with budgets. Project Managers – To manage pricing requests for project-related purchases. Any Organization – That wants structured approval for purchase prices to avoid overspending.  Problems Solved Using the Purchase Price Request Form Uncontrolled Spending: Prevents unauthorized purchases by requiring price approval. Budget Mismanagement: Ensures requested prices align with budget allocations. Approval Confusion: Standardizes the workflow for price review and authorization. Lack of Documentation: Creates a formal record of price requests and approvals. Procurement Delays: Streamlines the approval process for faster purchasing decisions.  Key Features Requester and Department Details – Capture who is requesting the price approval. Item / Service Description – Specify the goods or services requiring pricing approval. Proposed Purchase Price – Record the requested price for review. Justification / Purpose – Explain why the price request is needed. Approval Workflow – Routes the request to managers or finance for authorization. Budget / Account Code – Link the request to the appropriate budget or project. Delivery or Procurement Notes – Include any relevant details for purchase planning. Status Tracking – Monitor the request from Pending ? Approved ? Completed.  Benefits of the Purchase Price Request Form Budget Control – Ensures spending aligns with allocated budgets. Approval Transparency – Provides a clear and auditable approval process. Faster Procurement Decisions – Streamlined workflow reduces delays. Error Reduction – Prevents miscommunication and unauthorized purchases. Audit-Ready Records – Maintains documentation for internal and financial audits.  Use Cases A procurement team requests price approval for a bulk purchase of raw materials. A department manager seeks approval for equipment or software costs. A finance team verifies and approves negotiated supplier prices. A project manager requests price approval for project-related purchases.  Workflow of the Purchase Price Request Form Request Submission: Employee submits the item/service details and proposed price. Review & Approval: Manager or finance team reviews and approves or rejects the request. Procurement Action: Approved requests proceed to procurement or vendor negotiation. Status Update: Track requests as Pending, Approved, or Completed for accountability. 

Free Asset Loan Management Template The Asset Loan Management template consists of four well-structured, interlinked tables that offer full visibility into assets, active and historical loans, and borrower information. Whether you're managing a dozen assets or hundreds, this template can scale with your needs. Asset Loan Management Template: Tables Overview 1. Assets Track all your organization’s assets in one place. Log every detail—from purchase date to current condition—and monitor which assets are in use, available, retired, or under repair. Key Fields: Asset ID Asset Name Category  Brand/Model Serial Number Purchase Date Status  2. Loans Manage current and past loans, including expected return dates and actual returns. This table is linked directly to both the Assets and Borrowers tables to provide real-time tracking. Key Fields: Loan ID Linked Asset Borrower Name  Borrower Email Loan Start Date Expected Return Date Actual Return Date Loan Status  3. Borrowers Maintain a clean and organized record of employees or team members borrowing company assets. This makes it easier to track accountability and follow up when returns are delayed. Key Fields: Borrower Name Email Phone Number 4. Loan History Log the condition of each asset upon return and capture notes if any damage or maintenance is required. This historical data helps improve accountability and predict asset lifespan. Key Fields: Linked Asset Borrower Loan Start Date Loan End Date  Benefits of using Asset Loan Management Template Centralized Asset Tracking: Keep all asset-related data in one place, from laptops to accessories.  Real-Time Loan Monitoring: Always know who has what and when it’s due back.  Enhanced Accountability: With complete borrower history, returns and responsibilities are transparent. Damage & Maintenance Logging: Record asset condition post-return for better lifecycle management. Customizable for Any Industry: Easily adapt fields to suit tech firms, schools, media companies, or NGOs.  Who can use Asset Loan Management Template? IT Departments assigning laptops or mobile devices to employees Educational Institutions lending projectors or tablets to staff Admin Teams managing shared resources like meeting equipment or furniture Remote Work Support for loaning out office gear to distributed teams Why Use This Template? With everything linked and organized—assets, borrowers, and loan history—you’ll no longer chase spreadsheets, forgotten emails, or manual logs. The Asset Loan Management Template makes your process streamlined, visual, and accessible to your whole team. Customize it to match your workflow, add automation or notifications via Stackby’s integrations, and keep your resources under control—without the complexity. 

Free Cloud Kitchen Expenses Template  Our database solution aids cloud kitchen owners in efficiently managing expenses. Track fixed costs like rent and salaries, alongside variable expenses such as groceries and raw materials. Additionally, manage employee details and supplier information effortlessly

Free Balance Sheet Template A balance sheet is a crucial financial statement that provides a snapshot of a company's financial position at a given time. It helps businesses track assets, liabilities, and equity, ensuring accurate financial reporting and informed decision-making. The Balance Sheet Template in Stackby simplifies financial tracking by offering a structured way to organize financial data, monitor trends, and maintain accurate records. Whether you are a small business owner, accountant, or financial analyst, this template provides a user-friendly approach to financial management. By leveraging Stackby’s automation, integrations, and collaborative features, users can maintain real-time financial records without relying on complex spreadsheets or accounting software. Why Use the Balance Sheet Template? Manually maintaining a balance sheet in traditional spreadsheets can be tedious and prone to errors. Common challenges include: Data inconsistency due to manual entries Lack of automation for real-time financial updates Difficulty tracking trends in assets and liabilities Collaboration challenges in multi-user environments This Balance Sheet Template in Stackby streamlines financial tracking, allowing users to automate calculations, visualize financial performance, and collaborate effortlessly. How the Balance Sheet Template Works in Stackby This template consists of structured tables that categorize financial data for efficient tracking. 1. Assets Table Log all company assets, including current and long-term assets: Asset Name – Identify the asset (e.g., Cash, Inventory, Accounts Receivable) Category – Classify as Current or Fixed Asset Value – Enter the monetary value of the asset Acquisition Date – Record when the asset was obtained Depreciation & Notes – Track depreciation and additional details 2. Liabilities Table Maintain a record of outstanding debts and obligations: Liability Name – Identify financial liabilities (e.g., Loans, Accounts Payable) Category – Classify as Current or Long-Term Liability Amount Due – Record outstanding balances Due Date – Track payment deadlines Payment Status – Mark liabilities as Paid or Pending 3. Equity Table Monitor ownership and retained earnings: Equity Type – Track Common Stock, Retained Earnings, and Other Equity Components Owner/Shareholder – Assign ownership records Total Equity Value – Record the equity amount Adjustment Notes – Log any changes or additions 4. Financial Summary Table Automatically calculates key financial indicators: Total Assets – Sum of all company-owned assets Total Liabilities – Sum of outstanding debts Net Equity – Difference between assets and liabilities Balance Check – Ensures accounting equation accuracy (Assets = Liabilities + Equity) Key Features and Benefits Simplified financial tracking by organizing assets, liabilities, and equity Automated calculations to reduce manual errors with automatic balance checks Customizable and scalable fields and formulas based on business needs Collaboration and access control for team-based financial management Real-time data updates through financial API integrations Financial reporting and analysis with dynamic tables and charts Who Can Benefit from This Template? Small business owners looking to manage company finances without complex software Accountants and bookkeepers needing a structured financial statement Startups and entrepreneurs tracking funding, expenses, and growth metrics Finance teams collaborating on financial planning and analysis Getting Started with the Balance Sheet Template Copy the template into your Stackby workspace Enter assets, liabilities, and equity details in respective tables Customize fields and automation to align with your business needs Review financial summaries and generate reports for decision-making Collaborate with stakeholders and update financial records in real-time

The Legal Case Management Template Your Law Firm Actually Needs Missed deadlines are one of the top causes of legal malpractice claims in the United States. One missed filing. One statute of limitations that slipped through the cracks. And suddenly you're the one getting sued. A proper legal case management template doesn't just organize your files - it protects your clients and your firm. And yet, plenty of attorneys are still running on shared Google Sheets and sticky notes in 2026. If that sounds familiar, stackby.com/templates/ has a ready-built sol ution that takes under an hour to set up. No developer required, no enterprise contract, no 45-minute demo with a salesperson before you see the pricing. Here's what you actually need to know. What Goes Into a Real Legal Case Management Template Not all templates are equal. A basic spreadsheet lists case names. A real legal case tracker template does a lot more. Here are the five things that actually matter: Case intake fields - client name, matter type, jurisdiction, assigned attorney, open date Deadline tracking - court dates, statute of limitations, filing windows (this is the one people get wrong most often) Status pipeline - Intake, Active, Discovery, Pending, Closed. Think of it like a deal flow management tracker, but for legal matters moving from intake to resolution Document links - attach briefs, contracts, and pleadings directly to each case record Billing markers - hours logged, retainer balance, billing status At its core, a legal case management template functions like a structured project tracker , giving attorneys visibility into every open task and upcoming deadline. If your current setup doesn't cover all five of those, you're running on hope. How to Set Up Your Template (Step by Step) Law firms unfamiliar with dedicated legal software often start with project management templates before moving to a purpose-built legal case management system. That works. But here's a faster path: 1. Define your matter types - litigation, transactional, family law, criminal. Each may need slightly different fields. 2. Build your intake form - capture client info the moment a matter opens, not two days later. 3. Set up your status pipeline - five stages covers most firms without overcomplicating things. 4. Add deadline automation - reminders 14 days out, 7 days out, 48 hours out. This step gets skipped constantly, and it's the most important one. 5. Link your team - an employee database system that tracks attorney specializations and workloads makes case assignment much cleaner. 6. Test with one real matter before migrating everything over. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Deal & Portfolio TrackingDesc:Manage investments, client accounts, or legal matters in structured tables with linked records connecting entities, documents, and milestones.Title:Financial Data FormulasDesc:Use formula and rollup columns to auto-calculate totals, returns, or fee projections without leaving your workspace.Title:Document & Compliance LoggingDesc:Attach contracts, filings, or due-diligence documents directly to records and track review status with dropdown fields.Title:Reporting & Audit TrailsDesc:Generate summary reports and export data snapshots for board presentations, LP updates, or regulatory filings. Three Use Cases That Show It in Action Small litigation firm (4 attorneys): Sixty-plus active cases in a shared Google Sheet. Statuses were outdated, columns were duplicated, and nobody knew which hearings were coming up that week. Switching to a litigation tracking template cut their weekly status meeting from 45 minutes to 15. Solo family law attorney: One missed response deadline nearly cost a client their case. A client case management template paired with workflow automations - automatic reminders triggered by deadline fields - fixed the problem for good. Mid-size firm with a legal ops team: They needed more than case tracking. They built a full legal workflow management template that connected to a knowledge management database for precedents, plus a partnership CRM for managing cl ient and co-counsel relationships. No custom development needed. Spreadsheet vs. Template vs. Full Software For most small to mid-size law firms, the middle column wins. Full legal software is expensive, takes months to implement, and often forces you into workflows that don't match how your firm actually operates. How Stackby Helps With Legal Case Management Stackby's templates sit in a genuinely useful middle ground - more powerful than a spreadsheet, far more flexible than rigid legal software. The finance and legal templates category gives law firms a structured starting point built for tracking cases, contracts, and compliance workflows. You're customizing, not building from scratch. A few things worth calling out specifically: Multiple views - switch between a table for data entry and a Kanban board for pipeline tracking, no extra setup Reporting and analytics - managing partners can track open matters, resolution rates, and attorney workloads in real time Operations management - standardize firm-w ide processes alongside your case tracking so nothing falls through the cracks Outside counsel tracking - pair your AI legal case management template with a vendor management template to track expert witnesses and third-party service providers Linking your case records to a knowledge management database also lets attorneys pull relevant precedents without leaving their workflow. That's a detail most case tracking setups completely miss. Start your free trial at Stackby and have your case management s ystem running today. Conclusion Key Takeaways: A real legal case management template covers intake, deadlines, pipeline status, documents, and billing - not just a list of case names For most US law firms, a no-code template beats a spreadsheet in safety and beats full legal software in cost and setup time Stackby's finance and legal templates give you a customizable, r eady-to-use starting point with automation built in Your cases and your clients deserve better than a cluttered shared spreadsheet. Get started with a legal case management template at stackby.com/templates/ - free to start, ready in under an hour. 

Free Purchase And Contract Tracking Template  Stay in control of your procurement operations with the Purchase and Contract Tracking Template by Stackby.From issuing purchase orders to managing multi-vendor contracts, this all-in-one template provides the clarity and structure your team needs to simplify procurement, track spend, and ensure compliance. Whether you're in operations, finance, admin, or supply chain, keeping track of every purchase and contract can be daunting—especially when dealing with multiple departments, vendors, or service providers. This template brings everything under one roof, helping you centralize purchase data, streamline vendor management, and avoid contract renewal surprises. About Template This template includes three interlinked relational tables: Purchase Orders – Track all procurement details such as item info, quantities, prices, dates, and contract links. Contracts – Store and monitor contract metadata, including status, value, start/end dates, renewal reminders, and linked vendors. Vendors – Maintain an up-to-date vendor list with contact info, rating, status, and categorization for easy vendor qualification and communication. Each table is fully customizable and linked for seamless navigation and data management. You can even create forms to submit purchase requests or update vendor info directly from the team.  Key Features 1. Centralized Purchase Order Management The Purchase Order table allows you to record all incoming purchases with detailed attributes: PO Number Item Description & Quantity Unit and Total Price Order & Delivery Dates Status  Associated Contract  This gives you a real-time overview of what's been ordered, what’s arriving soon, and what’s already delivered. 2. Full Contract Lifecycle Visibility The Contracts table ensures your legal and compliance teams never miss an important renewal or obligation. Track: Vendor Names Contract Value Start and End Dates Renewal Date Reminders Status  Department Ownership You’ll always know which contracts are active, when they’re due for renewal, and what budget is allocated. 3. Vendor Relationship Management The Vendors table helps you keep your supplier database organized and accessible: Contact Person Name & Email Company Address & Phone Number Vendor Status  Rating System for Performance Evaluation Category for Supplier Type This ensures your teams work with trusted vendors and can communicate effectively with the right contact at any time.  Use Cases Procurement Teams: Manage purchase requests, approvals, and vendor coordination in one place. Finance Departments: Gain budget visibility and contract alignment across all departments. Operations Managers: Stay on top of renewals and deliveries to prevent project delays. Admin & HR: Purchase office supplies or services with documented traceability. Legal Teams: Track contract metadata and maintain an accessible audit trail.  Final Thoughts The Purchase and Contract Tracking Template is designed for any team looking to streamline and centralize their procurement and vendor management processes. No more scattered spreadsheets or forgotten renewals—this dynamic and fully customizable template ensures your procurement team stays on top of every purchase, every contract, and every vendor relationship. Use forms for internal purchase requests, Kanban views for tracking order status, or calendar views for contract renewal dates. Stackby empowers you to visualize, automate, and manage your workflows exactly the way your business needs. Start simplifying your procurement workflow today with the Purchase and Contract Tracking Template – Free to use on Stackby.

Free Free Financial Tracker Template You can use spreadsheet software or a database management tool to create and manage these tables. Ensure that you use appropriate formulas or queries to calculate the total income, total expenses, and net overall amount for the month based on the data entered into these tables.

Free Household Budget Template  Managing household finances may be a frightening challenge. Many households struggle to keep track of their expenses, earnings assets, and budget allocations, leading to monetary stress and instability. Without a proper approach, it is easier for expenses to go out of control, making it difficult to keep track or gain financial goals. This is in which Stackby's Household Budget Template Comes as the best choice for organizing your financial lives and streamlining your budgeting process. Most families face not unusual demanding situations on the subject of budgeting: Unorganized Expense Tracking: It might be difficult to keep track of every cost, no matter how minor. In the absence of a device, expenses go unrecorded and receipts disappear. Income Mismanagement: With multiple earnings sources, it is challenging to combine and manage them effectively. This frequently results in overspending and underneath-saving. Lack of Budget Allocation: Proper finances allocation throughout various classes like housing, meals, utilities, and transportation is important. However, without a clear plan, it is obvious to overspend in one category and cut expenses in any other. Difficulty in Achieving Financial Goals: Without an established budget, putting and attaining economic dreams which includes saving for a vacation, emergency fund, or paying off debt will become nearly impossible. The Solution: Stackby's Household Budget Template Stackby's Household Budget Template gives a complete solution to these issues by imparting a dependent and easy-to-use platform for coping with your price range. Here's how this template can revolutionize your budgeting system: Centralized Expense Tracking: Easily tune all of your costs in a single place. The Household Budget Template allows you to categorize your charges, making it simple to see where your money goes. Income Management: Consolidate all your profits resources and manage them efficiently. The template facilitates you to preserve a clear record of your income, ensuring exactly how much money you have to spend every month. Budget Allocation: Allocate your finances across numerous classes such as housing, food, utilities, transportation, and others. This ensures which you are spending inside your way and saving for your dreams. Goal Setting and Monitoring: Establish financial goals and show your progress. Whether you are saving for a luxury purchase or building an emergency fund, the template facilitates you to live on the right track. How to Use Stackby's Household Budget Template Using Stackby's Household Budget Template is easy and simple. Follow those simple steps to get commenced: 1. Set Up Your Template: Begin through putting in place your Household Budget Template. Create one of a kind tabs for every month to keep your monetary records organized and effortlessly available. 2. Enter Income Details: Input all of your income resources into the template. This includes income from jobs, commissions, rental properties, and any other sources of revenue. 3. Record Expenses: Put any expenses you spend in the Household Budget Template. Sort each cost under the appropriate headings, including housing, food, utilities, and other expenses. 4. Monitor Your Budget: Regularly take a look at your price expense allocations to ensure you're staying within your limits. The template's formulas automatically calculate totals, providing you with an immediate assessment of your economic status. 5. Adjust and Plan: Use filters to organize and prepare gadgets in your desk. Adjust your budget allocations as needed to make certain you are on target to fulfill your monetary desires. Benefits of Using Stackby's Household Budget Template Stackby's Household Budget Template gives numerous benefits that make it a vital tool for managing with household finances: Ease of Use: The template is designed for ease of use, allowing you to manage your finances without any earlier budgeting experience. Flexibility: Customize the Household Budget Template to suit your specific needs. Add different tabs for special months, installation formulation to routinely calculate totals, and transfer between spreadsheet, calendar, kanban, and upload view to look at your economic statistics in the manner that works satisfactory for you. Accessibility: Access your budget template from any device, be it a computer, tablet, or mobile phone. This ensures that you may always update and disclose your price range. Collaboration: Share your Household Budget Template with family members for clear collaboration. This promotes transparency and ensures all members are on the same page concerning household finances. Comprehensive Tracking: Keep a detailed document of your lease records of the use of the rent price history template feature. This enables you to accurately manage the rental payment schedule and check rent payments. Financial Clarity: Gain a clear information of your monetary situation with the price history definition feature.This enables you to avoid financial mistakes and make informed decisions. Achieve Financial Goals: By staying prepared and monitoring your spending, you can acquire your economic desires without problems. Whether it is saving for a vacation, paying off debt, or building an emergency fund, Stackby's Household Budget Template enables you to stay on target. Why Choose Stackby's Household Budget Template Over Others? In addition to popular household financial templates like Google Sheets and Excel, Stackby's Household Budget Template offers more advanced functionality and customizable options. It combines the simplicity of a household expenses template with the strength of household budget software. With Stackby's template, you can effortlessly manage your household price range, track your monthly finances, and use it as a household finances tracker. The flexibility and comprehensive functions make it an excellent choice for all those trying to streamline their budgeting method. Take Control of Your Finances Today! Don't allow unorganized finances and financial strain rule your life. Take care of your household price range with the Household Budget Template from Stackby. With its complete functions, ease of use, and versatility, coping with your budget has by no means been easier. Create the path to an appropriate financial future by using Stackby's Household Budget Template now. Download the template today and indulge in the mental peace that comes with having a well-organized budget. Achieve your financial goals and enjoy a stress-free economic existence with Stackby. 

Free Expense Tracking Template Whether you live by yourself or run a business, managing all expenses and spending the right amount of money on the right things can be a bit hectic. It would help if you kept a rein on your expenses using an expense tracker template. That's where our Expense Tracking Template comes in. As a business owner, you must have all the information handy about what and how much expenses your business is incurring and what needs to be changed. Managing expenses can be a difficult task, be it business-related or your personal expenditure. Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. Since expense records often need to connect with vendors, projects, purchases, and invoices, Stackby’s online database capabilities can help keep these related records structured in one workspace.  For businesses managing financial information across multiple workflows, customer database software can also help centralize customer and billing-related records alongside expense data.  How can Expense Tracking benefit your business? Tracking the Expenses can help in business in the following ways: Better Money Management: If you are a student or someone who spends a lot of money and fails to achieve their savings goal or splurge in general – this can be a good thing for you. Getting better at money management means getting financially stronger! From another perspective, if you are a business owner, it is crucial that you have full knowledge about your expenses for the whole year and not just at the end of the financial year or during the tax month using finance management tools. Always be prepared during the Tax season: Having a thorough knowledge of the expenses will help you know in advance which expenses are tax-deductible. You can calculate that amount on a prior basis. Makes business forecasting easier: When you are keeping track of your expenses, you will find it easier to forecast how much profit the business will earn or at least have an idea. You can plan the activities for the next financial year and expenses accordingly. It will also come in handy when you have your investor meetings and will help you plan effective business strategies.  Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Portfolio TrackingDesc:Manage investments, client accounts, or legal matters in structured tables with linked records connecting entities, documents, and milestones. Title:Financial Data FormulasDesc:Use formula and rollup columns to auto-calculate totals, returns, or fee projections without leaving your workspace. Title:Document & Compliance LoggingDesc:Attach contracts, filings, or due-diligence documents directly to records and track review status with dropdown fields. Title:Reporting & Audit TrailsDesc:Generate summary reports and export data snapshots for board presentations, LP updates, or regulatory filings. Why would you need an Expense Tracker Template? To keep track of all the expenses done by you individually; or incurred in your business with operations management capabilities. To plan the inflows and outflows of the money. To save your time and improve your productivity.  How would Stackby's Expense Tracker Template help you? Stackby's Expense Tracker Template is quite simple to use. You do not need to be a professional or have any coding or accounting experience. All you must do is put all the expenses on a column and other information on different columns. There are different columns from all kinds of information such as category, price, date, name of the vendor, etc.The template can be used by businesses also in any industry and can be completely customized according to your needs. Teams can integrate this with commission tracking for sales expenses and utilize vendor management for supplier payments. Business owners can also benefit from project tracker features to monitor project-related expenses, while leveraging inventory management to track purchase costs. For comprehensive financial oversight, explore customer database software to maintain client billing records and use best small business database software for streamlined expense tracking across all business operations. 

Free Credit Card Authorization Form Template  The Credit Card Authorization Form template ensures secure transactions by capturing cardholder details, payment amount, and authorization signatures.

Free Household Budget Form Template  Take control of your finances with our Housing Budget Form Template.  Easily add and monitor expenses, track spending trends, and stay on budget. Start managing your household finances more effectively today!

Free Payment Receipt Template  Tracking payments, issuing receipts, and maintaining financial records are essential tasks for businesses, freelancers, and service providers. A well-structured Payment Receipt Template ensures that every transaction is documented efficiently, reducing errors and simplifying financial reporting. With Stackby’s Payment Receipt Template, you can record, organize, and manage receipts seamlessly, making financial transactions transparent and organized. Why Use the Payment Receipt Template? Managing payment receipts manually can be time-consuming, error-prone, and disorganized. Stackby’s Payment Receipt Template provides an easy-to-use system that allows businesses to: Generate professional payment receipts quickly. Maintain a centralized record of all transactions. Track payments made and outstanding balances effortlessly. Streamline financial management with automated calculations. Improve financial transparency and reduce errors. How the Payment Receipt Template Works in Stackby The Payment Receipt Template is designed with essential tables to organize, track, and retrieve payment details efficiently. Key Tables in the Payment Receipt Template Receipts Log – This table stores details of all payment transactions, including: Receipt Number Payer Name Payment Date Payment Method (Cash, Credit Card, Bank Transfer, etc.) Amount Paid Balance Due (if any) Payment Status (Paid, Pending, Overdue) Notes or Additional Information Customers – Maintain a customer database to keep track of all payers and their transactions. Includes fields for: Customer Name Contact Information Total Payments Made Outstanding Balance Payment Methods – Keep a structured record of available payment modes, helping businesses track how payments are being received. Includes: Payment Method Name (Credit Card, PayPal, Bank Transfer, etc.) Transaction Fees (if applicable) Payment Processing Time Financial Reports – Generate real-time financial summaries to track revenue, outstanding payments, and transaction trends. Includes: Total Revenue Collected Pending Payments Month-to-Month Payment Trends Key Features & Benefits Automated Receipt Tracking – No more manual paperwork—all receipts are recorded and stored securely in one place. Customizable Receipt Format – Modify the fields based on business needs to capture relevant details. Instant Payment Status Updates – Easily update and track payment status (Paid, Pending, Overdue). Multi-View Access – View data in Grid View for structured data entry, Calendar View for payment dates, and Kanban View for status tracking. Financial Reporting & Insights – Analyze revenue trends, unpaid invoices, and customer payment history. Secure Cloud Storage – Keep all payment records secure and easily accessible for future reference. Real-World Use Cases Small Businesses & Entrepreneurs – Keep track of payments, invoices, and outstanding balances. Freelancers & Service Providers – Maintain detailed payment logs and send receipts to clients. E-commerce & Online Stores – Document transactions and track digital payments. Non-Profit Organizations – Manage donation receipts and donor payment tracking. Educational Institutions – Track student fee payments and maintain records for accounting. Getting Started with the Payment Receipt Template Log Payments – Enter transaction details into the Receipts Log. Manage Customer Records – Store customer details for future payments. Track Payment Status – Update each transaction’s payment status to monitor pending payments. Generate Reports – Use financial reports to analyze trends and outstanding balances. Customize as Needed – Modify fields or integrate with other accounting tools as per business requirements.

Free Invoice Creator Template  Simplify Your Billing Process with the Invoice Creator Template Managing invoices can be a tedious task for businesses, freelancers, and entrepreneurs. Keeping track of payments, due dates, and customer details manually can lead to inefficiencies and errors. The Invoice Creator Template by Stackby is designed to simplify and automate your invoicing process, helping you create professional invoices while tracking all essential payment details in one place. Whether you are a small business owner, a service provider, or a finance manager, this template ensures a seamless invoicing workflow. With built-in customization, automated calculations, and easy tracking, you can enhance efficiency and focus on growing your business. Why Use the Invoice Creator Template? Eliminate manual errors and ensure accurate calculations. Save time by automating invoice creation and financial tracking. Ensure timely payments by keeping records of due dates and follow-ups. Improve professionalism with clean, structured, and branded invoices. Stay organized by maintaining all invoice records in a structured database. How This Template Works in Stackby The Invoice Creator Template is structured with essential tables to track invoices, clients, payment statuses, and more. Here is how you can use it efficiently: Invoices Table This is the core table where all invoices are stored. You can add: Invoice number as a unique identifier for each invoice. Client name to specify the customer or business being billed. Invoice date and due date to track deadlines and avoid overdue payments. Items and services with detailed pricing information. Total amount with automatic calculations for accuracy. Payment status to mark invoices as paid, unpaid, or pending. Clients Table Keep a record of all your customers with details like: Client name and contact information. Billing address. Invoice history for easy reference. Payment Tracking Table Monitor payment statuses and ensure timely follow-ups: Invoice number and client name. Payment date and amount paid. Payment method such as bank transfer, credit card, or online payments. Balance due for outstanding invoices. Products and Services Table Store all the details of the products or services you offer: Item name and description. Unit price for accurate billing. Tax and discount rates, if applicable. Key Features and Benefits Automated invoice creation for quick and accurate billing. Customizable fields to tailor the template to specific business needs. Easy payment tracking to monitor pending, paid, and overdue invoices. Seamless client management with structured customer records. Real-time updates for collaboration with team members. Export and share invoices as PDFs or via direct links. Real-World Use Cases Freelancers can easily bill clients for completed projects. Small businesses can manage multiple customer invoices effortlessly. Service providers can track payments for consultations, repairs, or subscriptions. E-commerce stores can maintain records of product sales and customer transactions. Getting Started with the Invoice Creator Template Open the template in Stackby to access the pre-built invoice tracker. Customize fields by adding branding, tax rates, and additional columns. Enter invoice details including client names, item descriptions, and pricing. Generate and share invoices as PDFs or direct links. Track payments and update statuses for outstanding balances.

The Crypto Tracker Template You'll Actually Keep Using  Tracking your crypto manually is a grind. Prices shift while you sleep, your holdings are scattered across three exchanges and two wallets, and that Google Sheet you built six months ago hasn't been touched since. Sound familiar? The right crypto tracker template fixes this. Not by adding complexity - by giving you one clean place where your portfolio actually makes sense. You see your gains, your losses, your allocation, and your total value at a glance. No mental math. No digging through exchange history at midnight. If you want to skip straight to a working solution, Stackby Template has a ready-to-use cryptocurrency tracker template that takes under ten minutes to configure. But first, here's what makes a good one, who actually needs it, and how to get the most out of it. What a Crypto Tracker Template Should Include Not all templates are equal. Some are glorified to-do lists with coin names plugged in. A genuinely useful crypto portfolio tracker covers: Asset name and ticker - BTC, ETH, SOL. Not just "Bitcoin" Purchase price and date - critical for P&L and tax calculations Current price field - ideally syncing automatically, not manually entered Quantity held - across all wallets and exchanges, not just one Current value - calculated automatically from quantity times price Gain/loss percentage - the number you're actually checking at 11pm Portfolio allocation - so you know if you're accidentally 80% in one coin Miss any of these and you've got a partial picture. Partial pictures lead to bad calls. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Deal & Portfolio TrackingDesc:Manage investments, client accounts, or legal matters in structured tables with linked records connecting entities, documents, and milestones.Title:Financial Data FormulasDesc:Use formula and rollup columns to auto-calculate totals, returns, or fee projections without leaving your workspace.Title:Document & Compliance LoggingDesc:Attach contracts, filings, or due-diligence documents directly to records and track review status with dropdown fields.Title:Reporting & Audit TrailsDesc:Generate summary reports and export data snapshots for board presentations, LP updates, or regulatory filings. Comparing Your Options Excel works fine when you hold three coins. Once you're past that, the live data problem becomes real. Google Sheets is better - GOOGLEFINANCE is genuinely useful - but it only covers major coins reliably. Anything beyond Bitcoin and Ethereum, you're back to updating prices by hand. That gets old fast. A no-code crypto asset tracking system bridges the gap. You get live data options, multiple ways to view your portfolio, and automation that actually runs - without writing a single line of code. How Stackby Template Helps With Crypto Tracking Stackby's crypto tracker template isn't just a table with columns. It's a proper digital asset tracker built for real portfolios, not just demo data. Here's what you get out of the box: Pre-built columns for ticker, quantity, buy price, current value, and gain/loss API column support - connect live crypto price feeds without any technical setup Multiple views - switch between spreadsheet-style analysis and a visual portfolio gallery Collaboration built in - you and a partner or small team can update it in real time Automation options - set reminders, trigger updates, or build simple workflows around your tracking The template from Stackby Template takes about ten minutes to configure. Add your holdings, connect a price source if you want live data, done. No formula errors to debug, no mysterious #REF! cells, no VBA scripts. Honestly, that last part alone makes it worth it. Start free at Stackby Template - no credit card needed. Real Use Case Examples The long-term holder. You bought Bitcoin a few years back, added Ethereum later, and now hold a handful of altcoins you picked up along the way. You're not actively trading - you just want to know your net worth in one place without opening five tabs. A crypto holdings tracker handles this perfectly. Update it once a week, check your allocation, close the tab. The active trader. You're buying and selling across multiple exchanges, sometimes multiple times a week. A crypto trading tracker with purchase dates, sell prices, and running P&L makes tax season survivable. Knowing your exact cost basis without digging through exchange history? That's genuinely valuable - ask anyone who's tried to reconstruct a year of trades from memory. The DeFi user. Staking rewards, liquidity pool positions, yield farming returns. Tracking all of this in a basic spreadsheet is a genuine nightmare. A flexible no-code tracker lets you log every type of position without forcing it into a rigid format that was never designed for DeFi. How to Set Up Your Tracker in 6 Steps 1. List every asset you hold - go through each exchange, wallet, and DeFi platform. Be thorough. 2. Record buy price and date for each entry - this is your cost basis. Don't skip it. 3. Log your quantity - include staking rewards and earned tokens as separate rows 4. Set up current value calculations - use an API column in Stackby or GOOGLEFINANCE in Sheets for supported coins 5. Add a gain/loss column - (current value minus total invested) divided by total invested, times 100 6. Review weekly, not daily - checking hourly is how people make decisions they regret Conclusion A crypto tracker template gives your portfolio structure and visibility without the setup headache Excel and Google Sheets work but hit real walls with altcoin price syncing and scale No-code options like Stackby offer live data, multiple views, and automation free to start Logging your cost basis and tracking gain/loss consistently matters most when tax season arrives Your portfolio deserves better than a spreadsheet you stopped updating two months ago. Head over to Stackby Template, grab the crypto tracker template, and get your holdings organized today. It's free to start, and you'll spend less time guessing and more time making actual decisions.