Take Control of Your Finances — Track, Plan & Grow in One Place.

Say goodbye to scattered spreadsheets and budgeting apps. The All-in-One Personal Finance Planner is a powerful, beautifully organized Notion template designed to help you manage every aspect of your personal finances with clarity and confidence.

💼 What’s Included?

12 fully integrated dashboards to manage and monitor your financial life:

1. 💳 Bank Accounts – Track balances, transfers & account types
2. 📌 Transactions – Log all income, expenses, and transfers
3. 📊 Budgeting – Set budgets, monitor spending, and adjust monthly plans
4. 📈 Investments – Track buys, sells, ROI, and portfolio performance
5. 📉 Debts – Visualize and manage loans, credit cards & paydown progress
6. 💰 Savings Goals – Define savings goals & track progress over time
7. 📅 Recurring Payments – Stay on top of bills, subscriptions, and due dates
8. 📑 Reports & Analysis – Auto-generated reports for monthly, yearly, and lifetime summaries with charts
9. 🛍️ Shopping List – Organize future purchases while staying within budget
10. 🧾 Taxes – Log tax-deductible expenses & keep everything ready for tax season
11. 📚 Financial Education Hub – Learn the basics of budgeting, saving, and investing
12. ⚙️ Admin + Video Tutorials – Get started fast with 8 step-by-step tutorials and full access to your database structure

✅ Key Benefits:

• 📆 Monthly, yearly, and lifetime financial reporting
• 🧠 Designed for simplicity, yet packed with powerful features
• 🔗 Fully customizable inside Notion
• 🎥 Video tutorials included for smooth onboarding
• 📱 Mobile-friendly — access your finances on the go
• 💸 Perfect for students, freelancers, professionals, or families

🚀 Who is this for?

Anyone who wants to:

• Organize personal finances in one place
• Save more, spend smarter, and pay off debt
• Track investments, budget, and reach financial goals
• Learn to manage money like a pro — without the overwhelm

🎁 Instant Access – Lifetime Use

Once you purchase, you’ll get immediate access to duplicate the template into your own Notion workspace — no subscriptions or hidden fees.

🎯 Start managing your money with intention.

Download the All-in-One Personal Finance Planner now and build your path to financial freedom.

Template Screenshots

Smart Dashboard

💳 Bank Accounts – Track balances, transfers & account types

📌 Transactions – Log all income, expenses, and transfers

📊 Budgeting – Set budgets, monitor spending, and adjust monthly plans

📈 Investments – Track buys, sells, ROI, and portfolio performance

📉 Debts – Visualize and manage loans, credit cards & paydown progress

💰 Savings Goals – Define savings goals & track progress over time

📅 Recurring Payments – Stay on top of bills, subscriptions, and due dates

📑 Reports & Analysis – Auto-generated reports for monthly, yearly, and lifetime summaries with charts

🧾 Taxes – Log tax-deductible expenses & keep everything ready for tax season

🛍️ Shopping List – Organize future purchases while staying within budget

📚 Financial Education Hub – Learn the basics of budgeting, saving, and investing

⚙️ Admin + Video Tutorials – Get started fast with 8 step-by-step tutorials and full access to your database structure

🎯 Start managing your money with intention.

Download the All-in-One Personal Finance Planner now and build your path to financial freedom.