The Bank Account Balance Tracker in Google Sheets puts every current, savings, credit card and cash account on one screen — a live Total Balance card, 4 charts, slicers and a 5-list Setup sheet. Under 10 minutes to set up, $6.99 one-time.
Tag: Banking Template
Banking Dashboard in Google Sheets
Banking Dashboard in Google Sheets is a ready-to-use Google Sheets template for banking teams that need visibility into transaction activity, fee revenue, banking product performance, channels, customer segments, satisfaction, risk, and processing time. The workbook includes 7 sheet tabs, 4 headline KPI cards, 21 chart views, native slicers, a Transaction Lookup screen, and an editable Data […]