$10

Notion Personal Finance Dashboard – Budget, Investments, Debt & More (21 Currencies)

3 ratings
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Notion Personal Finance Dashboard – Budget, Investments, Debt & More (21 Currencies)

3 ratings

Take Control of Your Finances with the Ultimate Personal Finance Tracker

Simplify your financial life and achieve your money goals with this all-in-one Notion template. Whether you're budgeting, managing expenses, tracking investments, or building your savings, this template has everything you need to stay organized and make smarter financial decisions.



Why Choose This Template?

  • All-In-One Solution: Manage every aspect of your finances in one place.
  • User-Friendly Design: Clean, intuitive, and easy to use for beginners and advanced users alike.
  • Customizable for You: Tailored features to fit your unique financial needs.
  • Proven Success: Based on a free version with thousands of downloads and rave feedback.

Key Features

1. Account Dashboard
Get a bird’s-eye view of all your financial accounts, balances, and activity in one centralized location.

2. Transactions
Track every transaction, categorize expenses, and monitor spending habits in real time.

3. Budgeting
Set and stick to your monthly or yearly budgets with precision.

4. Expense Tracking
Analyze your spending patterns and identify areas to save.

5. Income Streams
Log all your income sources, from salaries to side hustles, and monitor your cash flow.

6. Financial Goals & Savings Goals
Define your money milestones and monitor your progress toward achieving them.

7. Debt Management
Organize loans, track repayment schedules, and pay down debts efficiently.

8. Investment Tracker & Net Worth
Analyze your portfolio and calculate your overall financial health with ease.

9. Emergency Fund Tracker
Stay prepared for unexpected expenses by building and maintaining a financial safety net.

10. Recurring Payments
Never miss a bill or subscription again with automated reminders.

11. Tax Management
Simplify tax season with organized financial data and expense categories.

12. Shopping List
Plan and prioritize purchases without overspending.

13. Reports & Analytics
Get visual insights into your financial data with detailed charts and reports.

14. Support for 15 Currencies
Choose the currency that works best for your needs.

15. Financial Education
Access tips, insights, and guides to sharpen your money management skills.


What’s Included

  • Fully customizable Notion template with 30 databases.
  • Built-in dashboards for every financial aspect.
  • Clean layouts and pre-made views for easy navigation.
  • Screenshots and guides for seamless setup.

Who Is This For?

This template is perfect for:

  • Individuals seeking to organize and optimize their finances.
  • Freelancers, entrepreneurs, and side hustlers managing multiple income streams.
  • Anyone looking to set and achieve ambitious financial goals.

Special Offer

Get started today for just $10 (limited to the first 100 users). Don’t miss this exclusive opportunity to take control of your finances—your financial future is worth the investment!


Template Screenshots

Account Dashboard: Get a clear overview of all your accounts in one place for easy management.


BudgetingPlan, Track & Stay on Budget

Debt Management: Organize your loans, credit cards, and repayment plans with ease.


Investment Tracker and Net Worth: Analyze your portfolio and calculate your overall financial health.


Financial Goals: Define and achieve your big financial milestones.


Savings Goals focus on accumulating a specific amount for short-term needs.

Recurring Payments: Stay ahead of bills and subscriptions with automated tracking.


Tax Management: Simplify tax preparation with organized financial data.


Shopping List: Prioritize your purchases while staying within budget.

Reports & Analytics: Gain deeper insights with visual reports and data analysis tools.


Transactions: Record, categorize, and track all your financial transactions in real-time.


Financial Education: Access valuable insights and tips to improve your money management skills.

Download now and start your journey to financial freedom!

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✅50-Minute Video Tutorial or Free 10-Minute Setup Call

Format
Notion
Access
Lifetime
Updates
Included
Last Updated
Mar 2025
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Ratings

3.7
(3 ratings)
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1 star
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