Ultimate finance tracker
About this template
The Ultimate Finance Tracker is a robust Notion template designed to give you full control over your personal finances. Whether you’re an individual, freelancer, or anyone seeking better financial management, this template simplifies tracking your financial health, from daily expenses to long-term goals. Here are the key features:
Comprehensive Account Management
Centralize your bank accounts, credit cards, and investments in one place for an organized and clear view of your overall financial status.
Income, Expense & Budget Tracking
Easily log and categorize income and expenses, set monthly budgets, and monitor your spending to stay within your financial limits and adjust as needed.
Debt & Loan Monitoring
Track loans, credit card balances, and repayment schedules to manage your debts effectively and avoid missing payments.
Asset & Cryptocurrency Tracking
Keep a detailed record of your assets, including real estate, stocks, and cryptocurrency, giving you a complete view of your financial portfolio.
Financial Goal Setting & Habit Tracking
Define savings and investment goals, and monitor your progress while also building healthy financial habits like consistent saving or reducing unnecessary spending.
Subscription Management
Stay on top of subscriptions and payments to better manage your monthly obligations.
Transfers, Transactions & Tagging
Log transfers between accounts, keep detailed transaction histories, and tag relevant financial goals and debts to ensure accurate balance tracking and clear financial insights.
Monthly Overview & Timeline
Start each month with a fresh financial snapshot, tracking income, expenses to ensure organized financial management.
Who is it for?
Individuals aiming for better personal finance management.
Freelancers and self-employed professionals tracking income, expenses, and subscriptions.
Anyone looking to achieve financial goals while managing debts and investments.
The Ultimate Finance Tracker provides all the tools needed to streamline your finances, helping you stay organized and in control.
