Automate your Finance management
It's difficult and stressful trying to keep track of all your daily expenses. At the same time would be nice to have a clear view of your cash flow to find where to save and finally pay off your debts.
Track your money, pay your debts, invest and gain financial freedom.
This template helps you turn numbers into a visual representation of your finances. My goal was to create a simple and flexible template to fit everyone's needs. I wanted it to track your money, finally pay your debts and reach your financial goals faster.
One place for all your Accounts.
As you see, tracking finances doesn't have to be difficult. Now you will be able to easily do it:
Add a transaction
Select the payment method
Your bank account balance will be automatically updated.
Thanks to the interactive charts you just have to take a look to see which expenses eat too much of the pie.
Are you a Stock or Crypto investor?
I realized a pro version for you. A dynamic stocks dashboard will show you an overview of all of your investments, so you can easily follow market trends directly from Notion.
Don't waste time switching between your broker and your portfolio.
Choose the assets to follow directly from Trading View to create the best experience for you. An inline database allows you to track all your trading positions.
What's included:
Bank Account
Credit Cards
Transactions
Cash Wallet
Investments
Wish list / Jar boxes
Month / Year taxes report
Extras:
Video Guide
25 + automation
Written User Guide
10 + pre-compiled Templates
Pro version:
Trading View integrations
Interactive Investment Dashboard
User Guide