Finance Tracker & Budget Planner notion template
GIVEAWAY
This template is a dashboard that will help you manage all your finances in one place. Register expenses, and income & make transfers on multiple accounts. Set expense categories, budgets, and income goals; manage subscriptions, financial goals, tax administration & more.GIVEAWAY
To help you get started with the template, a guide with instructions on how the system works is included. Choose the template of your choice ($ or €) and start using it right away!
WHAT IS INSIDE THE TEMPLATE?
✔ ACCOUNTS: Contains 6 accounts with transaction lists.
✔ TRANSACTIONS: Register 3 different types of transactions;
Expense, 
Income & 
Transfer, in dedicated pages.✔ EXPENSE CATEGORIES: Contains 14 types of expense categories so you can set budgets per category and understand how you spend your money.
✔ INCOME CATEGORIES: Contains 7 types of income categories to help you classify your income and set income goals for each type.
✔ SUBSCRIPTIONS: Add subscriptions or recurring bills & automatically see the next payment based on the billing type (monthly, quarterly, or yearly).
✔ FINANCIAL GOALS: The template offers 3 types of financial goals; Saving, Debt & Investment. Add your financial goals, create payment plans, and keep track of the payments needed with a fully automated system.
✔ TIMELINES: See an income & expense report per timeline. The template contains a timeline set up for October, November, and December 2022, and from January to December 2023.
✔ YEARS: See the total yearly income and expense report. Includes 2022 & 2023.
✔ TAX ADMINISTRATION: Track your tax administration per fiscal quarter. The template has the quarters for 2023 already set up. Using this tracker is really simple as the system is fully automated.
✔ NET WORTH: See your total, personal, and business net worth.
10 databases with different filtered views Added formulas to make the system work as displayed 14 interlinked pages to manage all your financesHOW TO USE IT?
Duplicate the template (Start Using it)
WHAT WILL I NEED?
1. A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)
2. A Notion account (Personal plans are free)
3. Medium to advanced understanding of how Notion works.
IMPORTANT:
This is a template with advanced formulas and filtered views. A guide to using the system is included in the template but a medium understanding of how Notion works is advisable.
Eligibility
You should be a member for at least 1 month (30 days minimum) post you request down;Official Sales URL
