Ultimate Notion Finance Dashboard

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Master Your Personal Finance In Notion

Organise your personal finances in Notion (budgeting, expense/income tracking, bank accounts, subscription, savings, investment, financial goals, monthly reporting, bills reminders, and more)!

Say goodbye 👋 to the messy records.

Make your financial life 3x easier with integrated templates for tracking your budget, expenses, income, investments, subscriptions, and financial goals.

• Automated Calculation
• Numbers Update Real-Time
• Video Tutorial Included
• Automated Monthly Reports

✓ Budgeting | Plan ahead and stick to your budgeting goals

1. Categorization: Organize your budget into categories such as groceries, entertainment, utilities, and more.
2. Allocation: Enter your budget, and watch as automatic allocation percentages are calculated for each spending category.
3. Control Your Spending: Separate your "Needs" vs. "Wants" and prioritize accordingly.

✓ Budget Reports | See where you're overspending and how much budget you have left

1. Monitor Spending: See where you're spending more than your budget allows.
2. Check Budget Balance: Find out how much budget you have left after each transaction.
3. Progress Bar: Color-coded progress bar (Red vs. Green) to easily identify areas of overspending.

✓ Income & Expense | Easily track your income and expenses

1. Expense Tracker: Track expenses by category and subcategory to see where you may cut back and save money.
2. Income Tracker: Categorize your income sources, whether it's from your paycheck, freelance work, or online business.
3. Past Records: Review your income and expense history for This Month, This Year, or any Custom timeframe.

✓ Subscription | Never miss an upcoming payment

1. Stay Organized: Keep track of all your subscriptions in one place and monitor recurring payments.
2. Automated Renewal: Automatically update renewal dates based on your payment date.
3. Peace Of Mind: Find and cancel subscriptions you no longer use to save money.

✓ Goal Tracker | Financial goal tracking made simple

1. Money Goals: Whether it's an income goal, savings goal, investment goal, or debt payoff goal.
2. Calculator: Use the Notion calculator to estimate how much you can save and allocate for different goals.
3. Progress Bar: Visualize your progress towards your financial goals and see how much more you need to achieve them.

✓ Savings Tracker | Save money for large purchases in the future

1. Avoid Financial Stress: Plan ahead for large purchases like home down payments, weddings, or vacations without breaking the bank.
2. Smart Calculation: Clearly see how much you've saved for each fund and how much more you need.
3. Goal Progress: Easily track your savings goal with a visual progress bar that keeps you motivated.

✓ Investment Tracker | See how you're growing your money

1. Asset Tracker: Keep track of all your investment assets in one place and monitor their statuses.
2. Gain & Loss: Track the current market value of your investments and monitor your gains and losses across investment assets.
3. Status: Track the status of each investment, whether active, sold, or pending.

✓ Loan Tracker | Pay off your debts and achieve financial freedom faster

1. Loan Tracker: Track everything from student loans, business loans, auto loans to mortgages.
2. Payoff Countdown: See exactly when and how much more you need to pay off your debts.
3. Balance Monitoring: Track the remaining unpaid balance for each loan and monitor your progress in reducing debt!

✓ Monthly & Yearly Report | Automated financial health report

1. Snapshot: Monitor your total income, expense, cashflow, and savings rate throughout your life.
2. Automated Reports: View your financial performance with auto-generated monthly and annual reports.
3. Spot Trends: Understand your spending and earning patterns and make adjustments to improve your finances.