All-in-1 Finance Dashboard | Budget, Expense, Income, Subscription

⭐️ Full Template Details ← https://claritymastery.co/

Say goodbye 👋 to the messy records.

Make your financial life 3x easier with integrated templates for tracking your budget, expenses, income, investments, subscriptions, and financial goals.

- Automated Calculation
- Numbers Update Real-Time
- Video Tutorial Included
- Automated Monthly Reports

✓ Budgeting | Plan ahead and stick to your budgeting goals

1) Categorization: Organize your budget into categories such as groceries, entertainment, utilities, and more.
2) Allocation: Enter your budget, and watch as automatic allocation percentages are calculated for each spending category.
3) Control Your Spending: Separate your "Needs" vs. "Wants" and prioritize accordingly.

✓ Budget Reports | See where you're overspending and how much budget you have left

1) Monitor Spending: See where you're spending more than your budget allows.
2) Check Budget Balance: Find out how much budget you have left after each transaction.
3) Progress Bar: Color-coded progress bar (Red vs. Green) to easily identify areas of overspending.

✓ Income & Expense | Easily track your income and expenses

1) Expense Tracker: Track expenses by category and subcategory to see where you may cut back and save money.
2) Income Tracker: Categorize your income sources, whether it's from your paycheck, freelance work, or online business.
3) Past Records: Review your income and expense history for This Month, This Year, or any Custom timeframe.

✓ Subscription | Never miss an upcoming payment

1) Stay Organized: Keep track of all your subscriptions in one place and monitor recurring payments.
2) Automated Renewal: Automatically update renewal dates based on your payment date.
3) Peace Of Mind: Find and cancel subscriptions you no longer use to save money.

✓ Goal Tracker | Financial goal tracking made simple

1) Money Goals: Whether it's an income goal, savings goal, investment goal, or debt payoff goal.
2) Calculator: Use the Notion calculator to estimate how much you can save and allocate for different goals.
3) Progress Bar: Visualize your progress towards your financial goals and see how much more you need to achieve them.

✓ Savings Tracker | Save money for large purchases in the future

1) Avoid Financial Stress: Plan ahead for large purchases like home down payments, weddings, or vacations without breaking the bank.
2) Smart Calculation: Clearly see how much you've saved for each fund and how much more you need.
3) Goal Progress: Easily track your savings goal with a visual progress bar that keeps you motivated.

✓ Investment Tracker | See how you're growing your money

1) Asset Tracker: Keep track of all your investment assets in one place and monitor their statuses.
2) Gain & Loss: Track the current market value of your investments and monitor your gains and losses across investment assets.
3) Status: Track the status of each investment, whether active, sold, or pending.

✓ Loan Tracker | Pay off your debts and achieve financial freedom faster

1) Loan Tracker: Track everything from student loans, business loans, auto loans to mortgages.
1) Payoff Countdown: See exactly when and how much more you need to pay off your debts.
2) Balance Monitoring: Track the remaining unpaid balance for each loan and monitor your progress in reducing debt!

✓ Monthly & Yearly Report | Automated financial health report

1) Snapshot: Monitor your total income, expense, cashflow, and savings rate throughout your life.
2) Automated Reports: View your financial performance with auto-generated monthly and annual reports.
3) Spot Trends: Understand your spending and earning patterns and make adjustments to improve your finances.