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Notion Finance Tracker Template by Rosidssoy

176 ratings
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Notion Finance Tracker Template by Rosidssoy

176 ratings

Take control of your finances and streamline your money management with Finance Tracker, a comprehensive Notion template designed to simplify your financial tracking. Whether you're managing your personal finances or tracking expenses for your business, Finance Tracker provides you with a powerful tool to organize, monitor, and optimize your financial health.

πŸ“Š Gain a clear financial overview: Visualize your income, expenses, and account balances in one centralized dashboard for a comprehensive snapshot of your financial status.

πŸ’Έ Effortlessly track expenses: Categorize and analyze your expenses with ease using a dedicated spending category database, helping you understand where your money is going.

πŸ’° Monitor income sources: Keep a record of all your income sources to ensure nothing gets overlooked, providing you with a complete picture of your earnings.

πŸ“š Organize financial accounts: Manage and track your bank accounts, credit cards, and other financial accounts, keeping all your information in one convenient location.

🎯 Set and achieve financial goals: Define and monitor your financial goals using the built-in finance goals database, helping you stay motivated and track your progress.

πŸ”„ Streamline transfers and payments: Record transfers between accounts and track recurring payments effortlessly, ensuring financial transparency and enabling better cash flow management.

πŸ” Customizable dashboard: Tailor the dashboard view to your preferences, adding cards, tables, and other elements to create a personalized financial overview that suits your needs.

πŸš€ Effortless navigation: Seamlessly navigate between sections and databases with the intuitive navigation panel, allowing you to access the information you need in seconds.

πŸ’‘ Simplify financial management: With Financial Tracker, you can streamline your financial management, saving time and gaining a clear understanding of your financial health.


Don't let your finances overwhelm you. Start using Financial Tracker template today and empower yourself with a comprehensive and user-friendly finance tracker in Notion. Take charge of your financial journey and unlock the path to financial success.


πŸ“’ Finance Tracker Pro πŸ“’

All Basic Features+ Monthly Financial Summary + Debt Tracker + Investment Tracker




Finance Tracker Pro Walkthrough:


Finance Tracker Update V1.2:


Wealth OS:

Wealth OS is not just a template; it's your passport to financial success! Imagine having a personal financial assistant right at your fingertips, simplifying the complexities of budgeting, tracking, and planning. It's your secret weapon for building the future you've always dreamed of.


🌟 Features That Make Wealth OS Your Financial Sidekick:

  1. πŸ’Έ Net Worth Tracker: Visualize your wealth journey with a real-time net worth tracker. Watch your financial empire grow right before your eyes.
  2. πŸ“Š Transaction Records: Effortlessly log every financial move β€” income, expenses, investments, and more. Stay in control of your money flow.
  3. πŸ“ˆ Planning and Budgeting: Set income goals, budget like a pro, and gain insights into your spending habits. Your roadmap to financial success begins here.
  4. 🏦 Account Management: Streamline your financial life with an intuitive account management system. From savings to investments, it's all in one place.
  5. 🌐 Assets Management: Keep tabs on all your assets β€” physical and non-physical. Your financial kingdom, organized and at your fingertips.
  6. βš–οΈ Liabilities Management: Tackle debts head-on. Manage loans, credit cards, and track repayments with ease.
  7. πŸ“† Financial Calendar: Never miss a beat with a dedicated financial calendar. Set reminders for bills, subscriptions, and important financial dates.
  8. πŸ’° Saving Planner: Plan your savings, track progress, and stay on target with your financial goals.
  9. 🎯 Goals and Reporting: Set and achieve financial goals. Generate insightful reports to track your progress.
  10. 🧾 Bills and Subscription: Effortlessly manage and track your bills and subscriptions. Stay on top of your financial commitments.
  11. πŸ“š Resource Library: Capture essential financial resources and keep track of your financial bookshelf. Knowledge is power!




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