Money Mastery Pro

Money Mastery Pro is your all-in-one solution for comprehensive financial management.

A customizable, user-friendly Notion template designed to help you track expenses, manage your budget, monitor subscriptions, oversee investments, and guide you toward achieving financial freedom.

Who Should Get This Template?

If your answer to any of these questions is a YES, I guarantee you, this template will make a lasting difference in your life.
- Do you struggle to get a clear and comprehensive view of your financial situation?
- Are you feeling overwhelmed or stressed by managing your finances and unsure where to start?
- Do you find existing financial tools too complex, expensive, or time-consuming?
- Is it difficult for you to create a budget that works for your lifestyle and stick to it?
- Are you having trouble organizing financial documents and data, especially for tax season?
- Do you find it challenging to set and achieve financial goals?
- Are you dealing with debt and need a structured way to manage and reduce it?
- Do you need a better way to track your investments and manage your portfolio?

What’s Inside?
- Account Management: Get a clear overview of all your bank accounts, credit cards, investment accounts, and more.
- Budgeting: Get a comprehensive overview of how you've been using your money this month.
- Investments: A detailed overview of your investment portfolio, organized for easy tracking and analysis including asset type classification, industry and company breakdowns, and subcategories.
- Subscriptions: Monitor both monthly and yearly subscriptions, providing a clear view of those due this month and billed annually.
- Taxes: An overview of your taxable income sources and a detailed list of taxable expenses.
- Goals: Define, track, and achieve clear, actionable financial goals

There Is More…
- Navigation Bar: Easily jump to specific sections like Income, Expenses, and Investments.
- Customization: Customize to fit your unique financial need, and tailor it to work the way you want.
- Multi-Currency Support: Support for both euros and dollars, with more currency options coming soon.
- Progress Messages: The system analyzes your financial habits and generates motivational messages to encourage and guide you.
- Quick Action Buttons: Quick-use buttons allow you to easily add expenses, income, or investment entries
- Activity Badges: Gamify the process of financial management, by assigning levels based on your activity and progress within the system.
- Step By Step Guide: An onboarding guide that will teach you everything that you need to know about using this template with a series of simple tasks spread over 10 days
- Detailed Reporting: Access comprehensive long-term trends of your financial activities, including expenses, income, investments, and goal tracking.

Pay Once, Use Forever: Just a one-time payment and enjoy lifetime use and updates