Take control of your finances with the help of this intuitive personal finance tracker.

Crafted for individuals seeking to organize their finances and take control of their money, this Notion template is the ultimate tool to track, schedule, and optimize your financials.

Effortlessly organize your expenses, track your income and investments, and gain insight into the time needed to work and cover your financial obligations.

Main Features

• Straightforward template, without unnecessary elements for optimal functionality.
• The Home Dashboard that gives you an overview of your template content — all automatically.
• Guidelines to use your template.
• Navigation Bar buttons for easy navigation between sections.
• Quick Links and Useful Links, integrated with database links, provide a seamless and intuitive user experience.
• Side Notes providing concise information for each section.

What’s Inside

• Monthly Values: Explore all your financial details for the month of your choice.
• Expenses: All your expenses organized, with focus on your Life Energy.
• Income: Categorize all income streams, and automatically integrate with the Tax Database.
• Accounts: Keep track of all your money across the various accounts you use.
• Investments: Track and analyze the growth of your portfolio across your diverse accounts.
• Loan Tracker: Monitor your progress, record payments, and get an overview of the remaining balance on your loan.
• Tax Database: A straightforward tax tracker to assist you in keeping track of your tax obligations.