TEMPLATE

    Personal Finance

    Know exactly where your money goes — and where it should.

    Personal Finance workspace template preview

    What's included

    Monthly budget by category

    Income sources and spending categories set up once. Budget vs actual visible at any point in the month.

    Transaction logging

    Log transactions manually or import from CSV. Every expense categorized. No month-end surprise.

    Savings goals with progress tracking

    Emergency fund, vacation, down payment — each as a savings goal with target amount and deadline.

    Net worth tracking

    Assets minus liabilities updated monthly. Your net worth trend over time visible as a chart.

    Bill and subscription tracker

    Recurring bills and subscriptions logged with amounts and due dates. No forgotten subscriptions.

    AI spending analysis

    Ask the AI to analyze your spending and surface categories where you're consistently over budget.

    MODULES INCLUDED

    Finance TrackerGoal TrackerNotes & DocsAI Assistant

    WHO IT'S FOR

    Anyone who wants a clear picture of their finances without a dedicated finance app or a messy spreadsheet.

    TIME TO VALUE

    10 minutes

    from blank to fully running

    I was 38 years old and didn't have a real picture of my finances. A week after setting up GFunnel I found $340/month in subscriptions I'd forgotten about.
    James T.
    GFunnel Pro member

    Start with the Personal Finance template.

    Also built for:BusinessAgencies