Legal Matter Management Template

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

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

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

With cryptocurrencies taking over the world of business, people are likely to invest in various cryptos and various investment places. However, managing all the investments tends to become a hassle if they are not organized in a simplified manner. Stackby is here to solve this problem with the Crypto Tracker Template and ease the investment processes.  How will Stackby’s Crypto Tracker Template help you? This template allows you to build a crypto portfolio to record all your investments in one place. It tracks the type of cryptocurrency used, its market value, its current value and other prices. The Crypto tracker template can be updated according to the market fluctuations so that the investor can avoid losses. Any percentage changes can also be monitored so that the investor can find his best deals. The Crypto tracker template records the Coin Market Cap with its current market cap values and the total holdings to give an accurate picture of the market situation in the present time.  Who will find this template helpful? Crypto investors are the people most likely to find this template useful. However, brokers, casino owners, stock market sellers, and other financial sectors will find this template useful. Checkout related Templates : Legal Matter Management Legal Case Management 

Managing business contracts efficiently is crucial for ensuring smooth operations and minimizing legal risk. But not now, as our Business Contract Management Template provides a comprehensive solution for organizing all your contracts, agreements, deeds, and more on one easily accessible platform. With the customizable columns and intuitive features this template streamlines the contract management process, allowing you to stay organized and in control. What is Business Contract Management Template? This template offers a user-friendly interface and intuitive features that make contract management a breeze. The robust features and capabilities can harness your full potential in business contract management and streamline the process by enhancing collaboration and driving greater efficiency and effectiveness across your organization. Key features Customizable Columns The template suits your specific needs by customizing different columns. Whether you want to categorize contract types, mention the parties involved, or track contract activity, this template has the flexibility to adapt to all your requirements. Upload Files So say goodbye to hunting through email attachments or scattered files on your computer. With our template, all your contracts are conveniently centralized in one location. You can easily upload contract files directly into the template, and all the relevant documents are securely stored and readily accessible. Effective Date and Expiration Date You can keep track of important dates, such as the effective date and expiration date of each contract. By clearly documenting these dates, you can proactively manage contract renewals, terminations, and renegotiations, preventing any lapses or oversights. Category Mention You can categorize contracts based on their nature or purpose for better organization and easy retrieval. Whether it is a lease agreement, vendor contract, or service agreement, categorizing them can help you streamline the management process and improve overall efficiency. Notes Section Add notes or comments to provide additional contexts or details related to the specific document, Whether it is a reminder key point or instructions for future reference, the note section allows you to capture important information directly within the template. How to use Stackby’s Business Contract Management Template You can easily use this no-code template by adding it to Stackby’s workspace. All you need is to customize the columns based on your specific requirements or add and remove the columns in line with your file management needs. Simply upload a contract file by clicking on the designated area within the template. Next, you need to fill in the necessary details for each contract, including the type of parties involved, the effective date, the expiration date, and any other additional notes. Regularly update the template with any related activities, such as amendments, renewals, or communications, that help maintain an accurate record of all related interactions. Periodically review the contract management template to ensure all information is up-to-date and accurate. Advantages of using Stackby’s Business Contract Management Template This template is designed to simplify and optimize the way you manage your business contracts. Whether you are a small business owner, a legal professional, or a contract manager, this template provides the tools you need to effectively organize, track, and maintain all your contracts on one convenient platform. Centralized Storage All contracts and documents related to them are centralized in one location, eliminating the need for manual searches and reducing the risk of misplaced or lost ones. Improved Organization With Stackby’s Business Contract Management Template, you can enhance the organisation of your contract, making it easier to locate and retrieve the information quickly. Enhanced Efficiency You can streamline the contract management process and improve overall efficiency with unique features and customizable options for your business needs. Time Saving You can simply save time spent on manual management tasks by utilizing a structured template that automates processes and facilitates easy access to contract information. Collaboration and Sharing You can easily collaborate with team members and share access to the template. Stackby supports real-time collaboration and allows multiple users to view or edit the document information simultaneously. Automation and Integration Leverage Stackby’s automation and integration capabilities to streamline the contract management task. You can set a workflow based on the predetermined conditions and generate reports on contract activity. So what are you waiting for? Take advantage of the Stackby’s Business Contract Management Template today and streamline your contract management process to drive greater efficiency across your organization.Checkout Related Templates :Business Development CRM Legal Matter Management Legal Case Management 

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  

Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that’s the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients.  With multiple clients and too many project orders, it’s easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That’s why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface.  How will Stackby’s Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required. Add contact details of all your clients to avoid any communication gap. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.). Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task. Monitor, record and update the details as and when required. Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Check Out Other related Teplates : Product Catalog Legal Matter Management Asset TrackerLegal Case Management 

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  

Manage all your legal firm's cases, evidences, issues, related people, organizations etc. with this comprehensive legal case analysis template.