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Finance Dashboard Templates

A finance dashboard template is a single HTML file that shows cash, profit, receivables, and payables in one view. Finance metrics tell an operator whether the business is earning money and how long the cash will last. This page lists 6 finance templates, each a self-contained file at $6.99, with Vault available free.

The range runs from company treasury to household budgeting. Vault is free and shows total income, total expenses, net profit, income versus expenses by month, budget health, savings targets, and upcoming bills. Ledgerline is a treasury desk: a cash waterfall, a 13-week runway chart, a receivables aging ladder, a DSO trend, a monthly P&L against budget, and covenant headroom. Aurum serves wealth advisors with net flows, asset allocation, drawdown, and a fee stack. Tranche covers venture fund operations, Pocket covers personal budgeting, and Remit covers invoicing and receivables.

Compare the finance templates

Who uses these

A finance dashboard serves 5 audiences: controllers and CFOs, bookkeepers, founders, wealth advisors, and invoice-heavy businesses. Controllers and CFOs use finance dashboards for the month-end close and the cash conversation: runway, collections, and payment runs. Bookkeepers watch the aging ladder and the upcoming bills list. Founders without a finance hire use the same pages to answer the runway question each week. Wealth advisors use Aurum's views for client reviews: allocation, performance over 5 years, and projected portfolio income. Invoice-heavy businesses live in Remit's receivables view, where open balances and promise-to-pay dates drive the week's calls.

When to reach for one

A finance template is the right choice when the month-end pack is a folder of Excel files that break when someone inserts a row. A dashboard file gives the same pages every month with numbers swapped in one block. Choose it also when accounting software reports are accurate but unreadable in a meeting: a template presents the decision, not the ledger. A single HTML file is $6.99 once, opens anywhere, and needs no seat licenses, which matters when the audience is a board or a bank.

Frequently asked questions

What is a finance dashboard template?

A finance dashboard template is a pre-built HTML page that shows financial metrics such as cash position, runway, income versus expenses, net profit, and receivables aging. You download one file, replace the sample data with your own figures, and open it in any browser.

What KPIs belong on a finance dashboard?

A finance dashboard tracks 8 KPI groups: cash position, runway, income versus expenses, net profit, receivables aging, DSO, payables due, and budget variance. Ledgerline shows this full set plus a gross margin bridge and covenant headroom. Vault covers the smaller set a founder or household needs.

Is there a free finance template?

Yes, Vault is a free finance template that covers the core set: total income, total expenses, net profit, a cashflow page with income versus expenses, a transactions table, and a planning page with budget health, savings targets, and upcoming bills. It uses the same single-file structure as the paid templates.

Can I show a finance dashboard to investors or a bank?

Yes, you can show a finance dashboard to investors or a bank. The file is a static page, so it renders identically for every viewer and prints cleanly to PDF. Templates like Ledgerline are designed for exactly this audience, with a 13-week cash forecast, assumptions, and covenant headroom laid out for outside readers.