Personal Finance Tracker Notion Template

Take control of your finances with the help of this intuitive personal finance tracker.

Crafted for individuals seeking to organize their finances and take control of their money, this Notion template is the ultimate tool to track, schedule, and optimize your financials.

Effortlessly organize your expenses, track your income and investments, and gain insight into the time needed to work and cover your financial obligations.

Main Features

• Straightforward template, without unnecessary elements for optimal functionality.
• The Home Dashboard that gives you an overview of your template content — all automatically.
• Guidelines to use your template.
• Navigation Bar buttons for easy navigation between sections.
• Quick Links and Useful Links, integrated with database links, provide a seamless and intuitive user experience.
• Side Notes providing concise information for each section.

What’s Inside

• Monthly Values: Explore all your financial details for the month of your choice.
• Expenses: All your expenses organized, with focus on your Life Energy.
• Income: Categorize all income streams, and automatically integrate with the Tax Database.
• Accounts: Keep track of all your money across the various accounts you use.
• Investments: Track and analyze the growth of your portfolio across your diverse accounts.
• Loan Tracker: Monitor your progress, record payments, and get an overview of the remaining balance on your loan.
• Tax Database: A straightforward tax tracker to assist you in keeping track of your tax obligations.

Who’s It For

• For individuals looking to streamline and improve their personal finances. Extremely useful for those who want to take control of their money.

FAQ's

How does it work?

• Purchase this template and download the attached PDF.
• Click the embedded button in the PDF file to be taken to the template.
• Create a FREE account on Notion or sign-in to Notion to start using and editing the template.
• Click 'Duplicate' in the top right corner to import the template into your Notion Workspace.
• Customize the template to your taste.

Does this work on the free version of Notion?

• Yes, once you've made your purchase, a link will be sent to you to duplicate it in your Notion workspace.

Any more questions?

• Contact us at contact.notiondesign@gmail.com