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Simplify your finances
💸 Stay on top of your personal finances, log, categorize and track your transactions. Set monthly budgets and more.
Take the complexity out of handling your personal finances with our user-friendly solution. This comprehensive tool empowers you to effortlessly log, categorize, and diligently track all your financial transactions. 🎯
Additionally, you can establish and maintain monthly budgets, providing you with a clearer financial roadmap and enhancing your financial well-being.
What's inside the template?
✔ Multiple accounts
✔ Credit Card feature
✔ Log incomes
✔ Log expenses
✔ Monthly transaction breakdown
✔ 6 income categories
✔ 10 expense categories
✔ Monthly budget functionality
How to use the template?
- Download the template
- Duplicate it in your own Notion workspace
- Now you can easily use the template
What are the benefits of the template?
- Simplified Financial Tracking: The template provides an organized structure for tracking all your financial transactions, making it easy to monitor your income and expenses.
- Budget Management: You can set monthly budgets and track your spending against these budgets, helping you stay on top of your financial goals and avoid overspending.
- Expense Categorization: Categorizing your expenses allows for a detailed breakdown of where your money is going, enabling you to identify areas where you can save or reallocate funds.
- Income Tracking: Keep a record of your various sources of income, ensuring you have a comprehensive view of your financial situation.
- Financial Planning: Use the template to plan for future financial goals and expenses, such as saving for a vacation or paying off debt.
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