Finance Manager
About this template
Managing your finances doesnโt have to be overwhelming. This detailed Notion template is designed to help you manage your finances, track monthly progress, and achieve your financial goals.
What's inside?
Funds Breakdown: Organize and categorize your assets into groups like stocks, crypto, or cash for a clear overview of your portfolio.
Financial Goals: Set long-term targets and monitor your monthly net worth with comparisons to previous months to track your progress over time.
Monthly Savings: Keep tabs on your monthly savings to ensure youโre staying on course toward your financial objectives.
