Ultimate Notion Finance Template

Categorization: Organize your budget into categories such as groceries, entertainment, utilities, and more.

Allocation: Enter your budget, and watch as automatic allocation percentages are calculated for each spending category.

Control Your Spending: Separate your "Needs" vs. "Wants" and prioritize accordingly.

Monitor Spending: See where you're spending more than your budget allows.

Check Budget Balance: Find out how much budget you have left after each transaction.

Progress Bar: Color-coded progress bar (Red vs. Green) to easily identify areas of overspending.

Expense Tracker: Track expenses by category and subcategory to see where you may cut back and save money.

Income Tracker: Categorize your income sources, whether it's from your paycheck, freelance work, or online business.

Past Records: Review your income and expense history for This Month, This Year, or any Custom timeframe.

Account Manager: Keep track of the bank accounts you're currently using and the amount of money in each account.

Bank Transfer Tracker: Easily monitor fund transfers from Account A to Account B and vice versa.

Real-Time Update: The Notion template will automatically update balances after each transfer.

Stay Organized: Keep track of all your subscriptions in one place and monitor recurring payments.

Automated Renewal: Automatically update renewal dates based on your payment date.

Peace Of Mind: Find and cancel subscriptions you no longer use to save money.

Avoid Financial Stress: Plan ahead for large purchases like home down payments, weddings, or vacations without breaking the bank.

Smart Calculation: Clearly see how much you've saved for each fund and how much more you need.

Goal Progress: Easily track your savings goal with a visual progress bar that keeps you motivated.

Asset Tracker: Keep track of all your investment assets in one place and monitor their statuses.

Gain & Loss: Track the current market value of your investments and monitor your gains and losses across investment assets.

Status: Track the status of each investment, whether active, sold, or pending.

Loan Tracker: Track everything from student loans, business loans, auto loans to mortgages.

Payoff Countdown: See exactly when and how much more you need to pay off your debts.

Balance Monitoring: Track the remaining unpaid balance for each loan and monitor your progress in reducing debt!

Snapshot: Monitor your total income, expense, cashflow, and savings rate throughout your life.

Automated Reports: View your financial performance with auto-generated monthly and annual reports.

Spot Trends: Understand your spending and earning patterns and make adjustments to improve your finances.

Income Insights: See exactly where your income is coming from based on various income sources.

Expense Insights: Track where your money is going across various spending categories.

Review: Dive deeper into your category spending habits by This Month, This Year, or a Custom Year.

Money Goals: Whether it's an income goal, savings goal, investment goal, or debt payoff goal.

Calculator: Use the Notion calculator to estimate how much you can save and allocate for different goals.

Progress Bar: Visualize your progress towards your financial goals and see how much more you need to achieve them.

Asset Tracker: Automatically calculate all your assets, such as savings, investments, cash and more.

Liability Tracker: Automatically calculate all your liabilities, such as debts, loans, mortgages, etc.

Net Worth: Visualize your net worth and stay motivated to achieve your financial freedom!

Receipt Tracker: A searchable tool to keep track of important receipts for future reference.

Categorization: Easily find receipts by categories such as subscriptions, insurance, utilities, and loans.

Tax Receipts: Access past payment records and obtain tax-deductible receipts for tax deduction purposes.