ULTIMATE Personal Finance Tracker Notion Template
Welcome to our ULTIMATE Personal Finance Tracker Notion Template
Are you tracking your money and controlling your finances? If not yet, this template can be an incredible tool to help you manage your finances effectively.
It allows you to keep track of your income, expenses, and savings, helping you to stay within your budget and avoid overspending. Moreover, it can give you a clear understanding of your financial habits, enabling you to make necessary adjustments toward your financial goals.
See more below for a list of all features included in this template as well as the template tour & tutorial!
What's Included?
- Income, Expense, Transfer: where you can input all of your earnings and spending as well as your transfer from one account to another
- Accounts: where you can manage all your bank accounts, credit cards, and other places where your money is stored.
- Monthly Reports: where you can set a budget for the month, and track your total expenses paid, and total income earned in a month. You can also view the expenses due and the ending balance.
- Quarterly Reports: where you can view your quarterly income, expense, and ending balances.
- Yearly Reports: where you can view your yearly transactions by type to see a bigger picture of your finances.
- Monthly Recurring Costs: where you can view your recurring subscriptions and track all spending related to these types of costs.
- Debt Tracker: where you can track your debt payment, loan repayment progress & remaining balance.
- Easy Navigation: A handy sidebar is on all pages where you can access important pages easily. We also include a “Home” button to return to the main dashboard.
- Cover Photo Bundle: We included monthly & quarterly cover photos!
- Step-by-step tutorial video
Template Tour & Tutorial
FAQs
How to download the template?
Once you make the purchase, open the template link, and click "Duplicate" on the top right corner to duplicate it to your workspace.
Wish to have more features?
Send us your feature requests via the following link and we will select the top-voted requests to create new updates for the template.
Have questions about the template?
Send your feedback or questions to our email at organizednotebook.info@gmail.com