Finance tracker
About this 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.