Cashtrack - Professional Financial Tracking Bookkeeping Template

Cashtrack features

Try live demo here

This is a fully responsive website template, perfect for both offline and online use

Core Features

1. Multi-Book Financial Management - Create unlimited financial books for different accounts or businesses. Each book maintains separate transactions, categories, and settings. Easy switching between books with persistent state. Book-specific currency settings and customization.
2. Transaction Management - Income & Expense Tracking: Log all financial transactions with detailed informationSmart Categorization: Assign transactions to custom categories with color codingTag System: Add multiple tags to transactions for better organizationDate Flexibility: Record transactions for any date, not just current dateBulk Operations: Edit or delete multiple transactions at onceSearch & Filter: Advanced filtering by date, amount, category, type, and tags
3. Category System - Custom Categories: Create unlimited income and expense categoriesColor Coding: Visual identification with customizable colorsDescriptions: Add detailed descriptions for better organizationType Separation: Separate management for income and expense categoriesDefault Templates: Pre-built category sets for quick setup
4. Financial Analytics - Real-time Dashboard: Live overview of financial health and key metricsTrend Analysis: 6-month and 12-month financial trendsGrowth Calculations: Income, expense, and net flow growth ratesFinancial Ratios: Savings rate, expense ratio, and health indicatorsCategory Breakdown: Detailed analysis of spending patternsPerformance Metrics: Average transaction values and frequency analysis
5. Advanced Reporting -Profit & Loss Statements: Professional financial statementsCategory Reports: Detailed breakdown by income and expense categoriesTime-based Analysis: Monthly, quarterly, and yearly comparisonsCustom Date Ranges: Flexible reporting periodsExport Options: PDF, Excel, and CSV formatsProfessional Templates: Business-ready report formats
6. Budget Management -Budget Creation: Set spending limits for categories and time periodsProgress Tracking: Real-time budget vs. actual spending comparisonAlert System: Configurable warnings when approaching budget limitsMultiple Periods: Monthly, quarterly, and yearly budget cyclesVisual Indicators: Color-coded progress bars and status indicatorsBudget Analytics: Historical budget performance analysis
7. Security & Privacy -Offline-First: Complete functionality without internet connectionAES Encryption: Industry-standard encryption for all stored dataPassword Protection: Secure login system with hashed passwordsAuto-Lock: Configurable automatic screen lockingRole-Based Access: Admin, Manager, and Viewer permission levelsLocal Storage: All data remains on your device
8. Data Management -Import/Export: Manual backup and restore functionalityMultiple Formats: JSON (complete), CSV (transactions), Excel (reports)Encrypted Backups: Password-protected export filesData Validation: Automatic data integrity checksMigration Tools: Easy data transfer between devicesCompression: Efficient storage with data compression
9. User Management -Multi-User Support: Multiple user accounts on single installationRole Hierarchy: Admin, Manager, and Viewer access levelsUser Profiles: Individual settings and preferencesAccess Control: Book-level permissions and restrictionsAudit Trail: User activity tracking and loggingSession Management: Secure login/logout functionality
10. User Interface -Responsive Design: Optimized for desktop, tablet, and mobileModern UI: Clean, professional interface with smooth animationsDark/Light Themes: Multiple theme options including system preferenceAccessibility: WCAG compliant design with keyboard navigationIntuitive Navigation: Logical menu structure and breadcrumbsQuick Actions: Keyboard shortcuts and rapid data entry
    

Business Applications

1. Personal Finance - Track personal income and expenses Monitor spending habits and patterns Plan budgets and financial goals Generate tax reports and documentation Manage multiple accounts and credit cards
2. Small Business - Business transaction tracking Expense categorization and reporting Cash flow management and forecasting Multi-user access for team collaboration Professional financial reporting
3. Freelancing - Client payment tracking Business expense management Project-based financial analysis Invoice and expense documentation Profit and loss analysis
4. Family Finance - Household budget management Shared expense tracking Family financial goal planning Multiple user access for family members Educational financial tracking for children
5. Non-Profit Organizations - Donation and grant tracking Expense categorization for reporting Budget management and monitoring Financial transparency reporting Multi-user access for board members

This comprehensive feature set makes Cashtrack suitable for a wide range of financial management needs, from personal use to small business applications.