Smart Wallet: Personal Finance & Budgeting Dashboard

Why did I create this template?

I created this template to provide individuals with a user-friendly and comprehensive personal finance and budgeting dashboard that can help them take control of their finances and achieve their financial goals. The integration with Notion's iOS app also allows for quick and easy input of payments and transactions directly from your mobile device.

What's inside the template?

• Dashboard: Overview of wallet balances, total expenses, incomes, and transfers for the month
• Wallet management: Ability to create and switch between multiple wallets
• Category tracking: Categorize transactions and view total and monthly expenses, incomes, and transfers by category
• Statistics: View statistics and charts for income and expense categories
• Recurring transactions: Automatically create recurring payments and incomes
• Siri and iOS Shortcuts integration: Use voice commands to create new incomes and expenses
• Reports: View weekly, monthly, yearly, and total reports for all transactions
• Wishlist: Create and track wishlist items
• Transaction history: View all transactions in one place
• Wallet transfers: Transfer money between wallets
• Saving goals: Track monthly saving goals
• Budgeting: Set monthly budgets and track progress
• Monthly view: View expenses, incomes, and savings for the month
• Income tracking: Track income from various sources
• Expense tracking: Track expenses in different categories
• Subscription tracking: Track recurring subscriptions and their costs.

How to use the template?

To use SmartWallet, simply duplicate the template in your Notion workspace and start customizing it to your personal finance needs. You can create and manage multiple wallets, categorize transactions, set budgets and savings goals, and track recurring payments and incomes. The template is designed to be user-friendly and intuitive, allowing for easy navigation and customization.

What are the benefits of the template?

SmartWallet offers several benefits, including easy management of multiple wallets, intuitive expense tracking, budget setting and savings goal tracking, insightful analytics, and Siri and iOS integration for easy voice commands and recurring payments and incomes. With SmartWallet, users can take control of their finances and achieve their financial goals with ease.