Create a digital hub
No more sticky notes and paper receipts — upload all your expense information to Wrike. Use our online budget tracker as your single source of financial truth, saving you time searching through email threads and filing cabinets.
Visualize your spending
Losing track of costs? Our monthly budget tracker gives you a bird’s-eye view of expenses so you can instantly assess your spending habits. Zone in on specific figures by switching from a month-wide calendar view to a table report.
Stay within budget
However small, cost overruns can have big implications for overall project success. With this budget tracking template, you can regularly monitor your spending to ensure you’ve allocated enough resources for your monthly activities.
This template enables teams to log new expenses, categorize these costs, view expense reports, and get a month-wide view of company spending.
Wrike’s monthly budget tracker template includes pre-made folders and subfolders, as well as an in-built request form, calendar, and report.
This budget tracking template is designed for business owners or finance managers who want to streamline costs and get a full overview of their company’s monthly spending.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Monthly Budget Tracker” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Monthly Budget Tracker“ template, feel free to reach out to the Wrike support team.