Ultimate Notion Finance Planner OS

The All-in-One System to Master Your Finances

Easily track income and expenses, manage budgets and financial goals, and gain actionable insights with automated financial reports—all within a powerful and user-friendly Notion dashboard.

What's Inside?

• Home Summary Board:
  Get an overview of your income, expenses, and transfers for the current week and month on the home page.
• All-in-One System:
  Track accounts, income, expenses, transfers, and budgets all in one place—no more messy spreadsheets!
• Transfer Management:
  Simplify money movement between accounts with a dedicated transfer section.
• Bills & Subscriptions Tracker:
  Never miss a renewal again! Track recurring bills and subscriptions to never miss a payment and avoid late fees.
• Effortless Budgeting:
  Set financial goals, track your progress, and see exactly where your money is going.
• Goal Setting and Tracking:
  Set savings and income goals, and track your progress towards achieving them.
• Comprehensive Reporting:
  Generate insightful reports on a weekly, monthly, and yearly basis. Gain a holistic view of your financial health.
• Net Worth Tracker:
  Effortlessly track your net worth by summing the balances of all your accounts in one place.

How Does My Purchase Work?

1. Purchase the template.
2. Access notion with the link.
3. Duplicate the template and start using!

F.A.Q.

Does this template work with Notion’s free plan?

Absolutely! However, keep in mind that Notion's free plan limits users to one chart per workspace.

Can I personalize my template?

Yes, you can! You are free to make any changes to the template once it is duplicated to your workspace.

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