Automatic Personal Finance Tracker

When using this template with Latwy, your financial transactions and balances will be automatically updated daily. Latwy uses Plaid to securely connect to your financial accounts.

Features:

Automated updates: Integrate with Latwy to automatically push new transactions and balances to Notion.
Auto-categorization: Transactions are automatically categorized.
Historical balances: Historical balances are calculated and updated automatically.
Customizability: The template is a good starting point that you can customize however you want. Add new views and charts, or edit the existing ones.
Nice icons: All categories, subcategories, accounts, and merchants have icons for a polished look and feel.