Personal Money Manager

Why did I create this template?

I was having trouble keep track of my finances and finally started doing with an Excel spreadsheet. It helped me get things organized, but once I stumbled upon Notion, I wanted to see what it was capable of and see if I can improve my processes.

What's inside the template?

There is a balance calculator with multiple database views, as well as capabilities to input your income & expenses, which is sorted on a monthly basis.

How to use the template?

Input any new income or expenses you have and then add it to the balance calculator to automatically get a running total of how much you are making/spending each month.

What are the benefits of the template?

This is helpful for anyone looking to improve their financial health and wants to get more control of their money. It will help them stay on top of their spending habits and be more aware of their bank balance.