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Why did I create this template?
The creation of this template is rooted in the desire for personal financial empowerment. It's a tool designed to help you take control of your finances and make informed decisions about your money.
By actively tracking income and expenses, you gain a deeper understanding of your financial situation, allowing you to take steps to improve it.
To help myself improving my finances and keep track of them with income and expenses.
What's inside the template?
Dividend tracker, income, expenses and stock portfolio.
The income section of the template allows you to track all of your sources of income. This will help you to keep track of how much money you are earning from each source and to identify any trends in your income.
The expenses section of the template allows you to track all of your spending. This will help you to keep track of where your money is going and to identify areas where you can cut back.
The subscriptions section of the template allows you to track all of your monthly subscriptions. This will help you to keep track of all of your subscriptions and to make sure that you are not overpaying for anything.
The dividends section of the template allows you to track all of your dividend payments.
- Download the template
- Duplicate it in your own Notion workspace
- Now you can easily use the template
What are the benefits of the template?
It keeps track of everything in one place.
This template can be used to help you to manage your finances and to reach your financial goals. By tracking your income, expenses, subscriptions, and dividends, you can get a better understanding of your financial situation and make informed decisions about your money.
Here are some additional tips for using this template:
- Update your information regularly. The more up-to-date your information is, the more accurate your reports will be.
- Set goals. Use the information in your template to set financial goals for yourself. This will help you to stay motivated and on track.
- Automate your finances. You can automate your finances by setting up recurring transactions for your income and expenses. This will save you time and help you to stay on top of your finances.
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