Finance tracker - Notion template

The Finance Tracker Notion template is a comprehensive solution for managing all aspects of your personal finances, giving you the clarity and control you need to stay on top of your financial health. Here's a breakdown of its key features:

1. Accounts Overview

• Centralize all your financial accounts, for a clear view of your overall finances.

2. Income & Expense Tracking

• Easily record and categorize income and expenses, providing detailed insights into your spending habits and financial trends.

3. Budgeting

• Set monthly budgets and track actual spending to help you stay within your financial goals and adjust your spending as needed.

4. Debt Management

• Monitor loans, credit card balances, and payment schedules to stay on top of your debts and repayments.

5. Assets & Crypto Portfolio Tracker

• Track the value of your assets, including real estate, stocks, and cryptocurrency, for a complete view of your investment portfolio.

6. Financial Goals

• Define savings and investment goals, track your progress, and stay motivated with visual progress bars.

7. Subscription Management

• Keep track of recurring subscriptions and payments to better manage your monthly obligations.

8. Transfers & Transactions

• Manage transfers between accounts and keep a detailed log of all transactions for accurate cash flow tracking.

9. Financial Habits

• Build healthy financial habits, like saving consistently or cutting back on unnecessary expenses, and track your progress over time.

10. Monthly Overview & Timeline

• Start each month fresh with a timeline to track income, expenses, and goals, giving you a clear snapshot of your financial activities.

With this template, you can manage everything from daily expenses to long-term goals, ensuring you have full control and visibility over your financial journey.