Tally: Accounting dashboard template
Books, bills and bank feeds for a small accounting practice, all in one place.
34 pages. Light and dark themes. MIT license, free for business use.
- 34pages included
- 5things you can manage
- 2themes, light and dark
- MITlicense
What you can manage
- Clients – Businesses whose books you manage.
- Invoices – Invoices you sent to clients.
- Bills – Bills your clients need to pay to suppliers.
- Transactions – Bank feed lines waiting to be matched.
- Chart of accounts – The accounts every transaction is posted to.
At a glance on the overview page
- Money in this month
- Money out
- Unpaid invoices
- Clients
Extra tools
- Profit and loss – How much each client made and spent this period.
- Balance sheet – Assets, liabilities and equity at a glance.
- Reconciliation – Match bank lines to invoices and bills.
- Tax deadlines – VAT, payroll and year-end dates for every client.
- Client invoice – A printable invoice for your monthly fee.
- Receipts inbox – Receipts clients emailed you, ready to file.
- Automation rules – Rules that file transactions for you.
What is inside the 34 pages
- Overview1 page
A live dashboard home with charts and key numbers.
- 5 record types15 pages
A list, a detail page and a form for each one.
- Special tools7 pages
A calendar, kanban board, report or similar view for each.
- Workspace7 pages
Team, notifications, activity log, settings, profile, help and a UI kit.
- Sign in4 pages
Login, sign up, forgot password and a 404 page.
Example organization used in the demo: Brightwater Accounting.
More finance dashboards
FAQ
Questions about this template
Is this dashboard free to use?
Yes. It uses the MIT license, so you can use it in personal, client and commercial projects at no cost.
Does it need a framework or build step?
No. It is plain HTML, CSS and JavaScript. Open a page in a browser, or upload the folder to any host.
Can I connect it to my own data?
The pages use realistic sample data so you can see every screen. Replace it with your own API or database when you build your app.
Can I change the colors and text?
Yes. Colors are CSS variables at the top of each stylesheet, and all text is plain HTML you can edit directly.