Personal Budget Template

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  

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

Rent payment history template

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

Whether you live by yourself or run a business, managing all your expenses and spending the right amount of money on the right things can become quite hectic to figure out. It would help if you kept a rein on your expenses using an expense tracker template. That’s where Stackby’s Expense Tracking Template comes in. As a business owner, you must have all relevant information handy about what and how much your business is incurring in the form of expenses and what changes need to be made. Managing expenses can be a difficult task, be it business-related or your own personal expenditure. Use this Expense Tracker Template to keep a check on all your business expenses and customize it according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. How does Expense Tracking benefit your business? Tracking business 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. 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. Why would you need an Expense Tracking Template? To keep track of all the expenses done by you individually; or incurred in your business. To plan the inflows and outflows of the money. To save your time and improve your productivity. How would Stackby’s Expense Tracking Template help you? Stackby’s Expense Tracking 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 expense tracking template can also be used by businesses in any industry and is completely customizable according to your needs. Check Out Other related Teplates : Legal Matter Management Product Catalog Visitor Management System Asset TrackerLegal Case Management  

Stackby’s legal matter management template is designed to track and monitor legal matter portfolios. It provides real-time data and views so you can monitor and track all your legal matters throughout their lifecycle. With this template, all your legal team members will have immediate access to all the legal matters and their corresponding clients.  What is Legal Matter Management?  They say that the law is a team sport. Every legal matter requires different stakeholders within the legal department as well as external to the organization. This is why legal matters need to be managed with attention and diligence. Legal matter management or matter management involves the various activities that surround a corporate legal practice. For example, litigation, contracts, transactions, claims, legal research, etc. It is unlike case management, which refers to the activities specific to a law firm.  Different aspects of legal matter management : Documents: Every legal matter involves a certain set of documents like contracts, licenses, emails, letters, etc.  Knowledge: The legal teams must have the knowledge of every case at their fingertips and this can only be possible with quick access to the legal matters. Collaboration: The legal teams must work in collaboration on different legal matters.  Workflow: Most legal matters involve a series of steps and stages depending on the circumstances of the matter.  Spendings: A legal matter might involve a budget when a third-party council is allowed.  Reporting: It is not only important to have quick access to all the legal matter information, but that information must be easily reportable.  Why should you use Stackby’s Legal Matter Management Template?  Legal teams across the globe are looking for a centralized, automated, and streamlined approach to manage their data. Our legal matter management template eliminates many barriers for legal teams through the following ways:  Providing an efficient system for managing the outside counsel Improving the user productivity by easy integration with other applications  Reducing the time spent in storing and organizing legal documents  Automated notifications for any changes made in the system Enhancing collaboration in real-time across the team Providing safe and secure means of document handling Who can use Stackby’s Legal Matter Management Template? This template is for legal teams, legal service providers, law firms, legal case managers, legal operations managers, administrative staff, etc.  How will Stackby’s Legal Matter Management Template Help you?  This template includes different tables to store and organize your data for clients, documentation, and billings. We have also included specific views that will help you visualize your legal matter data in a better way. Here’s what you can do by using this template: Keep a track of all the legal matters being handled by you/ your team Add descriptions for every legal matter you are handling  Specify the type of legal matter being handled (Civil, Property, Estate Administration, Criminal, etc) Track the open and close dates of the legal matters Tack the total number of hours on each legal matter  Keep a record of the clients associated with each legal matter (Name, Address, Photo, Email, Phone Number, Billings, Paid Bills, Unpaid Bills, etc) Manage different types of documents (Legal documents, Letters, Billings, Drafts, etc) Track the creating and receiving dates of the documents  Keep a track of invoices of every client  Track the status of invoices (Paid, Not Paid) Add clients details using an intake form  Keep a track of all the details related to every client (Personal Details, Matter Reason, Work Details, Spouse Details, etc) Streamline different components of your legal matter management with Stackby’s easy-to-use, pre-built template.

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 

Compliance Tracking Template - Free to use - Stackby

Do you find yourself constantly firefighting risks that arise during your projects? Break free from reactive risk management and embrace a proactive approach with Stackby's Program Risk Register Template. It provides a comprehensive toolkit to identify, analyze, and control risks throughout your project lifecycle. From capturing potential risks to assessing their impact, you'll be equipped with the insights needed to develop effective mitigation strategies. Stay in control of your projects and confidently navigate uncertainties with this indispensable risk management companion. What is a Risk Register in Project Management? A risk register is a fundamental component of project management that helps organizations identify and manage potential risks. It serves as a centralized repository for documenting and tracking risks throughout the project. The Program Risk Register Template simplifies this process by providing a pre-built framework to capture and assess risks systematically. Why Do You Need a Risk Management Tool? Effective risk management is crucial for project success. Utilizing a risk management tool like Stackby's Program Risk Register Template can enhance your ability to promptly identify and respond to risks. This template enables you to create a structured risk register, facilitating a proactive risk control and mitigation approach. Risk Analysis Example The Program Risk Register Template allows you to perform comprehensive risk analysis by capturing essential details such as risk description, probability, impact, severity, and risk owner. With this information at hand, you can prioritize risks based on their potential impact and develop appropriate mitigation strategies. A Brief Overview of Stackby's Program Risk Register Template Our Program Risk Register Template is a comprehensive solution that empowers project managers and teams to manage risks effectively. It features pre-built tables where you can record risks, assign them to team members, define their impact and likelihood, and track mitigation and control measures. So, by leveraging the template's features, you can streamline your risk management process and ensure proactive risk mitigation. Who is This Program Risk Register Template for? This template is ideal for project managers, team leads, and individuals involved in the project and risk management activities. It provides an all-inclusive platform to document, monitor, and control risks across multiple projects. Why Do You Need Stackby's Program Risk Register Template? Systematically identify potential risks that could impact your program's objectives, timelines, and outcomes. Evaluate and analyze each identified risk, considering its likelihood, impact, and severity. Develop proactive strategies and action plans to minimize the likelihood and impact of identified risks. Maintain a centralized repository of risks, keeping track of their status, assigned owners, and mitigation efforts. Table Included in Our Program Risk Register Template Risk: This table allows you to identify and describe each risk, including its potential impact and likelihood. Employee: It lets you assign responsible individuals to each risk, ensuring clear ownership. Ways to Customize Our Program Risk Register Template Link tables using the Link Column Type for a seamless association between risks and responsible employees, fostering accountability in risk management efforts. Leverage Lookup and Aggregation features to retrieve summaries, calculate averages, and gain valuable insights from your risk register. Utilize the Goal Tracker App to effortlessly set and track your goals, visualize progress through dynamic bar graphs, and stay motivated to succeed. Are You Ready to Mitigate Risks Like a Pro? It's time to leverage the power of our Program Risk Register Template. Sign up now and experience a seamless risk management experience on Stackby!

Have you ever thought about how important your client intake form is? Most lawyers or people who provide legal services give a form to every client, preferably known as the legal client intake form. This form asks for complete information from the client regarding themselves, their family, and the legal matter for which they want to seek advice.  Why does your client intake form matter? Form a great first impression: The client intake form is the first thing that a new or potential client looks for in your firm. It can set the right tone for a trustworthy relationship.  Showcase professionalism: A strong intake form says that you are a competent, professional lawyer on whom a client can rely.  Collect the right information: You can use the client intake form to collect the right information about your clients. Your legal intake form is critical to ensuring you have the information you need.  Who can use Stackby’s Legal Client Intake Form Template? Stackby’s Legal Client Intake Form Template is built for law firms, attorneys, legal advisors, lawyers, advocates, legal case managers, legal operations managers, administrative staff, etc.  What is included in Stackby’s Legal Client Intake Form Template? Basic contact information: A strong client intake form should collect all the important information about a client that you need to address their legal matters. Neglecting this information may cause you to lose your lead. So make sure you are storing their full name, address, email, phone number, date of birth, and photo.  Case information: The next important thing you need in a client intake form is their case information. For instance, the nature of their case, details of their case, and important date, time, and events. This information is necessary for you to proceed with their case.  The annual income of clients: It is important for you to know about the annual income of your potential clients. Your prospect should not only be to hire qualified clients but also the clients who can pay you. The target income that you set might vary from your competitors but the knowledge of your annual income is essential to find the right clients.  How will Stackby’s Legal Client Intake Form Template help you?  Stackby’s pre-built legal client intake form template helps you to store and manage important client information for future use in just a few clicks. You can share our pre-built client intake form with your clients by customizing it as per your requirements. With this client intake form template, you can do the following: Keep a track of all your new and old clients  Track the status of the cases/clients (In Process, Pending, At Next Stage, etc) Tracking the intake date of every client Recording important information about every client (Gender, Date of Birth, Birth Place, State Born in, etc) Storing the personal details of every client (Current Address, Current City, Current State, Country, Zip Code, Driver’s License, etc) Storing the contact information of clients (Email address, Phone number, Home Phone number, Emergency Contact number, etc) Storing the professional details of clients (Designation, Work Contact number, Annual Salary, Office Address, Work Country, etc) Storing the spouse details of clients (Spouse Name, Spouse Date of Birth, Spouse Contact number, Spouse Work Position, Spouse Address, Spouse City, Spouse State, Spouse Country, etc) Taking note of the purpose of the visit of the clients Use our legal client intake form template and put your best foot forward with new clients. Check out more Finance & Legal Templates.  Legal Case Management Template  Legal Matter Management Template  Legal Case Tracking and Billing Template  Legal Case Analysis Template.