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.