Finance/Expense Tracker
About this template
This enhanced financial dashboard serves as a robust solution for financial planning and management. Its key features include:
1. Spendings Tracker:
• Logs expenses with fields for date, name, amount, and category.
• Provides clarity on spending habits to identify potential savings opportunities.
2. Earnings Tracker:
• Tracks income sources with fields for date, name/source, amount, and category.
• Useful for categorizing and monitoring multiple income streams.
3. Subscriptions Management:
• Dedicated table for tracking recurring expenses with fields for:
• Date: Subscription start or renewal date.
• Name: Subscription name or service.
• Amount: Monthly or annual cost.
• Duration: Billing cycle duration.
• Expiration Date: Helps avoid unexpected renewals.
4. Investments Tracker:
• Designed to monitor investment performance with columns for:
• Date: Investment start date.
• Name: Asset or investment name.
• Amount: Initial investment amount.
• Details: Additional notes (e.g., type of investment or risk level).
• Return per Year (%): Annual percentage return for performance tracking.
5. Monthly Balance Summary:
• Provides a consolidated view of spendings, earnings, and resulting balance for each month.
• Includes visual chart options for analyzing trends over time.
• Automatically calculates balances for easy financial overview.
6. Customizable and Scalable:
• The dashboard is fully customizable, allowing users to add new categories or expand its use for future financial goals.
Keywords
• Advanced Notion Finance Tracker
• Subscriptions and Investments Dashboard
• Personal Budget and Financial Planner
• Expense and Income Management Template
• Monthly Financial Overview Dashboard
• Notion Investment Tracker
• Subscription Renewal Tracker
• Earnings and Spending Monitor
• Financial Analysis Dashboard
• Comprehensive Budgeting Tool