Minimalistic Personal Finance Insight + Tracker

🚀 Get Started with Your Minimalistic Personal Finance Insight + Tracker Template!

Welcome to your new Minimalistic Personal Finance Insight + Tracker template! This powerful tool will help you stay on top of your investments, track expenses, and visualize your financial growth. Let’s walk through the steps to make the most of this template. It's super easy!
📝 Step 1: Duplicate the Template

Click on the link below to access your Notion Finance Overview & Investment Tracker template. Once you’re on the Notion page, simply click the "Duplicate" button in the top right corner of the screen to add the template to your Notion workspace.

👉 Duplicate the Template Here!

🗓️ Step 2: Monthly Finance Overview
When you open the template, the first thing you’ll see is your Monthly Overview. This gives you a snapshot of:
Total Invested: How much you’ve invested.
Total Expenses: Your total spending for the month.
F&O Profit: Profit from Future & Options trading (if any).
Total Income: How much you’ve earned.
This section is updated monthly to keep you informed about your financial health at a glance.

📊 Step 3: Track Your Growth with the Trend & Distribution Graph
Here’s where things get exciting! The Trend & Distribution Graph visually tracks how your investments grow over time. You can see:
Investments in Bonds, Crypto, Domestic Stocks, Fixed Deposits, and F&O.
Compare your portfolio performance over time: Last 30 Days, 7 Days, and even Yesterday!

Tip: Hover over the graph to see exact figures for each category!

💰 Step 4: Input Your Investments
Your Investment Table is where the magic happens! It keeps all your financial info organized. Here’s what you’ll track:
Investment Type: (e.g., Bonds, Crypto, Stocks, F&O)
Date of Investment: When you invested.
Amount: How much you invested.
Return & Profit: How much you’ve gained (or lost).
🟢 How to Add an Investment:
Scroll to the table titled Investments.
Click the + New button.
Fill in the details: Type, Date, Amount, and who made the investment (e.g., “Dad,” “Myself”).

💡 Pro Tip: Easily see which investments are earning you the most profit with the Monthly Profit Column.

💳 Step 5: Keep an Eye on Your Expenses
Staying on budget? Use the Expense Tracker to monitor all your spending:
Rent, Credit Card, Furniture, Vacation Expenses, Subscriptions, and more.
🟢 How to Add an Expense:
Scroll to the Expenses Table.
Click + New to add an expense.
Fill out the details: Expense Name, Amount, Date, and Tags to categorize (e.g., "Living Expenses" or "Vacation").
Example: Add your Spotify or iCloud subscription under “Entertainment.”

📅 Step 6: Monthly Financial Summary
Easily compare your income, investments, and expenses each month. The Monthly Summary Table shows:
Start & End Date of the month.
Total Income.
Total Investments.
Total Expenses.
F&O Profit.
Tip: This section helps you track your progress and identify months where you might need to adjust spending or investments.

💵 Step 7: Track Your Income
Got income from different sources? Use the Income Table to record:
Gratuity, Salary, or other sources of income.
The Month and Amount you earned.

🟢 How to Add Income:
Scroll down to the Income Table.
Hit + New.
Input details like the Source (e.g., “Microsoft”), the Month, and Amount.
This gives you a clear picture of how much you’re earning monthly and from where.

🎯 You're Ready!
That’s it! With just a few clicks, you’ll have a detailed picture of your financial situation. This template helps you:
Stay on top of your investments.

Track expenses and ensure you’re within your budget.
Visualize your financial growth over time!

Bonus Tips:
Customize It: Add more categories or fields as you see fit! This template is flexible and can be adapted to your personal needs.
Filter & Sort: Use Notion's built-in filters to view specific investments or expenses over a certain time period.