Finance Planner: Budget, Goals, Debt Tracking Tool
About this template
Transform your financial journey with a single tool that simplifies managing money, achieving your goals, and building wealth. The Supertool offers an all-in-one, Notion experience designed to bring structure, motivation, and insight into your personal finance strategy. Inspired by the needs of young professionals, creatives, and the financially curious, this template puts all your key budgeting tools at your fingertips.
What You’ll Get
💰 Financial Hub
Empower your financial journey with an all-in-one dashboard to master your money. Track everything—Net Worth, Monthly Budget, Debt Repayment, Financial Goals, and Emergency Funds—in one intuitive place designed to give you clarity and confidence in your finances.
🗓️ Monthly Budget Tracker
1️⃣ Budget Ratios: Establish a clear allocation for essentials like living costs, emergency funds, and investments. With a balanced budget, every cent will work for your goals.
2️⃣ Expense Limits: Set monthly limits for categories like rent, groceries, and hobbies. By tracking spending here, you’ll make thoughtful decisions, avoid overspending, and have a clear view of where your money is going.
3️⃣ Daily Budgeting: Spot patterns in your spending habits. This empowers you to identify areas to improve and manage your finances with ease.Bonus! Payment Calendar
See all key due dates at a glance, so you’re always on top of bills and can keep your focus on building wealth.
🎓 Raise Financial IQ
Curated recommendations that help you build wealth and understand money like a pro—all neatly waiting for you on your Financial Hub page. Read the books and level up!
Why Supertool Works for Your Wealth?
👋 Getting Started Flow.
Follow a streamlined, guided flow through all the essentials: from checking your financial health to planning debt repayment, building an emergency fund, and setting financial goals. Cool news — Your
💰Financial Hub page sets-up automatically, once you accomplish Getting Started!
🧮 ×3 Personal Calculators
– Debt Interest Insights: Know exactly what debt costs you.
– Interest Savings: See your savings grow with early repayments.
– Emergency Fund: Build a buffer for any rainy day! Choose a 2, 6, 9, or 12-month cushion—just pick and go!
💬 Ongoing Support & Updates
– On-Call Assistance: Reach out anytime, and we’ll help you maximize your setup.
– Biweekly Updates: We’re constantly evolving the toolkit. Up next: Investments!
– Curated Content Refresh: Books and resources to keep you sharp—all updated directly on your dashboard.
Who Is It For?
From freelancers to young professionals, anyone who wants to better understand their financial health will find value here. No matter your starting point, the Supertool will help you stay motivated, track progress, and work towards financial independence.
