SMART Finance OS
About this template
THE SMART FINANCE OS
Take control of your finances with our powerful and intuitive Finance OS! This personal financial companion transforms money management through SMART features and an easy guided setup process.
KEY FEATURES
- Pre-made SMART dashboards with real-time calculations
- Dynamic databases and powerful Notion Charts integration
- Quick-action buttons and intuitive interface
- Setup ready through 2027
CORE PAGES
▹ Accounts & Transactions: Track all financial accounts, balances, and transactions in one central hub.
▹ Categories & Analysis: Organize spending patterns with smart categorization for better insights.
▹ Goals & Savings: Set financial targets and track progress with dedicated savings accounts.
▹ Bills & Debts: Never miss a payment with our comprehensive bill and debt management system.
▹ Monthly & Yearly Views: Get real-time financial snapshots across different time periods.
▹ Quick Tools: Access lists, wishlists, and resources efficiently.
SETUP PROCESS
1. Purchase & download template with guide
2. Duplicate to your Notion account
3. Follow guided setup process
4. Customize and start planning
WHY CHOOSE SMART FINANCE OS
✔ Dynamic dashboards with automated calculations
✔ Powerful visualization through Notion Charts
✔ Intelligent goal tracking and milestone system
✔ Smart spending analysis and recommendations
✔ Quick-access features and beautiful design
✔ Cross-device compatibility
TERMS & REMINDER
▹ No refunds due to digital nature
▹ Licensed for personal use only by Ma Chérie Productivity
▹ Sharing, reselling, or redistributing prohibited
▹ Violations are subject to legal action
