Legal Case Tracking and Billing Template

The Booking System Template in Stackby is a versatile tool designed to streamline and manage reservations, services, payments, and customer data. It empowers businesses to efficiently schedule appointments, track availability, and handle bookings while enhancing customer experience. Checkout Related Templates : Legal Matter Management Legal Case Management  

Rent payment history template

Create a structured multi-year budget template in Stackby, efficiently track income, expenses, and financial health across different years.

The data includes information about employees, product inventory, and sales transactions. It provides details like employee names, departments, product details, and sales transaction records

Compliance Tracking Template - Free to use - Stackby

Stackby brings a personal budget template for everyone. We know how seeing our paychecks make us feel like saving all our money for something big. But then, life happens. We are bound to spend our hard-earned money on different things we need (sometimes, on the things we want!).  A personal budget planner template helps you plan and track your spendings every month so that you can manage your cash flow and extend your savings.  Plan your savings: At the beginning of every month, you can set aside a budget for your monthly expenses.  Track your income: How much are you earning every month? Keep a track of everything in one place and plan your budget.  Track your expenses: How much are you spending and on what? Keep a track on your monthly expenses to keep a budget.  Refine your plan: If you think things are getting out of control, revise your plan and make sure you do better the next month. Jot down all your insights that can help you improve your savings.  How to use Stackby’s Personal Budget Template?  Step 1: Note your net income - To create a personal budget, you must know how much money is coming in. This net income is the total money that you receive every month in hand.  Step 2: Track your spendings - Start by listing all your fixed expenses such as rent or other fixed payments. Then track your variable expenses like groceries, bills, etc.  Step 3: Set goals - Now that you know how much money you are earning and how much money you need for expenses, you can set goals for your monthly savings.  Step 4: Plan - Decide how you will achieve those goals. For example, some people use the 60-20-20 rule where they spend 60% of their earnings, save 20% in their bank account and another 20% as an emergency fund.  Step 5: Find where to cut down expenses - Once you have the monthly list of your expenses, take note of where you can cut down and save more. This needs to be especially if you are not able to meet your financial goals.  Step 6: Keep tracking - A personal budget is of now use if you are not using it to keep a track of your income and expenses. Update your budget every week, track down every single expense for a better visualization of your cash flow.  Who can use the Personal Budget Template? Stackby’s personal budget template is useful for everyone whether you are a student, a solopreneur or a working professional. Anyone can use this template to keep a check on their monthly and yearly budget.  What are the main features of Stackby’s Personal Budget Template? Stackby’s personal budget template is the right finance tracker that you need to use to get a real picture of your finances. This tool will help you improve your spending habits and make progress towards achieving your financial goals. With this template you can: Track your monthly budget Track your actual income for every month Track the actual expenses for every month  Find savings made in every month  Keep a list of all your monthly expenses (cost, type, month) Keep a list of all your monthly incomes (income, type, month) You can further customize this template as per your personal budget requirements. You can add more columns to create a detailed budget. You can visualize your budget in the form of a grid, calendar or kanban style and get a better idea of your spendings.  Other personal and hobby templates: Work Schedule Template Habit Tracker To-do List Action Tracker Template

An Investment Tracker is used to track either the investments made by your company or just your investments accurately. An Investment Tracker spreadsheet shows you all of your purchases, your return on investments, and dividends earned on your investments. Investment tracker templates also make it easy for you to manage your investments in real-time as well! Therefore, Stackby’s Investment Tracker Template is the perfect tool to add to your financial planning infrastructure. What is an Investment Tracker Template? An Investment Tracker spreadsheet is probably the easiest way to keep track of your investments and also to assist you in planning and dividing your savings and use it efficiently in your investments. You can also track the performance of all investments in one place. Using an Investment tracker template, you can allocate your resources in the best possible manner; since all your investments are in a single place, you know which of your investments are performing well. Hence it would be easier for you to allocate your resources to more successful investments. Why do you need an Investment Tracker Template? Investment Tracker is useful for you to make informed financial decisions. Since you know all your investments and how well each one of your investments is doing, you could start your new investments or re-allocate your earnings to the investments that are doing well. You also don't need a lot of technical knowledge to perform calculations; the investment tracker performs all the calculations automatically for you. By using the investment tracker, you can keep track of international investments as well. Also, since all the calculations are done automatically, the scope of errors and inaccuracy is close to none. Another benefit of using an investment tracker is that all the information is very organized, making going through information an easy process. This information can also be easily sent to others online. Who is this template for? This template is useful for anyone who has many investments and needs a tool to manage all of them with relative ease. How will Stackby’s Investment Tracker Template help you? Our Investment Template is easy to use, simple and minimalistic. As soon as you open our template, you will see a detailed overview of all your investments and holdings of all the various companies you have invested in so far. The portfolio view window elaborately shows all the details, making sure you have all the required information. Starting with the company name, IPO, and the category of investment they are. This is a quick view of all the investments you have made so far. The rest of the template is for more in-depth information. For Example – Are you earning profit or going in loss? Net profit or loss from each investment? Share in each company's portfolio, Price per share, total value, and the total amount invested. All this information helps you be up to date with all your investments in an easy-to-view and accessible manner. All our templates have the mathematical formulas incorporated in them. You just need to input the values, and you'll have all the information compiled in an organized manner.   The portfolio window also presents you the same amount of information, but each investment is listed separately, and information is viewed according to which investment you wish to view. You Will Also find these Templates useful: Stock Portfolio Management

Streamline your household budgeting process with our comprehensive Stackby template. Easily track expenses, income sources, and budget allocations across various categories such as housing, food, utilities, transportation, and more. Stay organized, monitor spending, and achieve financial goals with ease.

Manage your monthly business budget and expenses in this easy to use business budget template. Checkout Related Templates :Business Development CRM Dealflow CRMLegal Matter Management Legal Case Management  

The balance sheet is one of the most important financial statements of any business or organization. Regardless of the nature and scope of the company, the balance sheet is essential and needs to be prepared with extreme care and attention to detail. Stackby makes the process more streamlined for you with our Balance Sheet Template.  The purpose of a balance sheet is to provide a detailed overview of the financial position of a company on a particular date. It is a statement of the assets, liabilities, and capital of an organization. In other words, it shows what a company owns and owes.  It has assets on one side and liabilities and capital on the other side. A balance sheet is a testament to the financial health and performance of a company on any given date.  Why do you need a Balance Sheet Template? A balance sheet allows investors to assess and analyze the current status of the company and take investment decisions accordingly. It also enables banks to decide if your company qualifies for additional loans and credit. A comparison of the balance sheet over the years will help you assess the growth of your company over a period of time.  It gives you an understanding of the liquidity position of your company and allows you to plan future projects and expenses.  Who will find this template useful? This template will be useful for anyone in the finance department, finance firms, business owners or SMEs.  How can Stackby’s Balance Sheet Template help you? Are you looking for a template to create and organize your balance sheet? If your answer is yes, then you’ve come to the right place! We here, at Stackby, have created a Balance Sheet Template to help you build your company’s financial statement. You can now record all the details of assets and liabilities in one place using this Balance Sheet Template. Keep regular tabs on the financial details of your company with this easy-to-use template. Using this template, you will be able to: Record the assets and liabilities of your company separately. Under assets, you can store details of the type of assets currently in possession of your company. This includes current assets (inventory, cash, prepaid expenses), long-term assets (intangible assets), and other assets (e.g., deferred income tax).  Track the value of the assets recorded in the balance sheet. Add the period (month) and the year for which the asset details are being recorded.  Under liabilities, you can store details of the type of liabilities of your company. This includes current liabilities and long-term liabilities.  Track the value of the liabilities recorded in the balance sheet. Add the period (month) and the year for which the liabilities are being recorded. Maintain and update the details as and when required.  Apart from this, the Balance Sheet Template also offers an in-built Asset Information Form and Liability Information Form to its users. You can use this standard form to collect all the information you need for your balance sheet! With Stackby’s Balance Sheet Template, maintaining your company’s balance sheet will be a walk in the park! Get access to the template and start using it today! You might also find these templates useful: Expense Tracker, Legal Case Management, Investment Tracker