Notion Finance Tracker Template by Rosidssoy

152 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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Refund Policy: All Sales Are Final for Digital Products and Notion Templates

Thank you for choosing Rosidssoy for your digital product or Notion template needs. Please review our refund policy carefully before making a purchase.

1. All Sales Are Final:
All purchases of digital products and Notion templates are considered final. We do not offer refunds, returns, or exchanges unless exceptional circumstances arise, as outlined below.

2. Exceptional Circumstances for Refunds:
Refunds may be considered under the following circumstances:
The digital product or Notion template is significantly different from what was described on our website.
Technical issues prevent you from accessing or using the product as intended.
To request a refund under exceptional circumstances, please contact our customer support within [number of days, e.g., 7 days] of your purchase.

3. How to Request a Refund:
To initiate a refund request, please contact our customer support team at rosidssoy@gmail.com. Provide your order number, a detailed explanation of the issue, and any relevant supporting documentation (screenshots, error messages, etc.).

4. Refund Process:
Refunds, if approved, will be processed within [number of days, e.g., 10 business days] of receiving your request.
Refunds will be issued to the original payment method used during the purchase.

5. Non-Refundable Items:
Certain digital products or Notion templates may be marked as non-refundable. Please check the product description and details before completing your purchase.

6. Download and Access:
Ensure that you have downloaded and accessed the digital product or Notion template promptly after purchase, as access may be limited after a certain period.

7. Contact Information:
For any questions or concerns regarding our refund policy, please contact our customer support team at rosidssoy@gmail.com.

8. Policy Updates:
Rosidssoy reserves the right to update or modify this refund policy at any time. Any changes will be effective immediately and will be communicated on our website.

By making a purchase with Rosidssoy, you acknowledge and agree to the terms outlined in this refund policy.

Thank you for choosing Rosidssoy's template!

[Rosidssoy]
[Contact Email: rosidssoy@gmail.com]

Last updated Dec 31, 2023

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Notion Finance Tracker Template by Rosidssoy

152 ratings
I want this!