Stop Guessing Where Your Money Goes

Between multiple bank accounts, credit cards, subscriptions, bills, and savings goals - managing your finances feels like a full-time job. Most people don't know their true net worth or how much they're really spending each month.

This Notion template solves that problem.

What You Get:

A complete financial command center that automatically tracks:

✅ Bank Accounts — Checking, Savings, Credit Cards, Investment accounts

✅ Income — Salary, Freelance, Business, Investments, Side Hustles

✅ Expenses — Bills, Shopping, Food, Entertainment, Healthcare

✅ Recurring Payments — Subscriptions, Memberships, Insurance, Loans

Key Features:

🏦 Bank Account Management

• Track all accounts in one place
• Automatic balance calculations
• Inter-account transfer tracking
• Real-time account overview dashboard

💰 Income & Expense Tracking

• Log every transaction with categories
• 10 income categories pre-configured
• 20 expense categories (Bills, Subscriptions, Expenses)
• Payment method tracking (Cash, Card, Transfer)

📅 Never Miss a Bill

• Automatic next due date calculations
• Visual overdue alerts with color-coded urgency
• Upcoming payments dashboard view
• Track recurring bills and one-time payments

🔄 Subscription Management

• Monthly/yearly cost tracking
• Auto-renewal reminders
• Cancel date tracking
• See exactly what you're paying for

🎯 Savings Goals

• Set financial goals with target amounts
• Track contributions over time
• Visual progress bars
• Projected completion dates

📊 Budget Planning

• Create budgets by category
• Track actual vs. planned spending
• Visual progress indicators
• Monthly and yearly views

📈 Financial Reports

• Yearly overview at a glance
• Monthly breakdowns
• Income vs. expense analysis
• Net worth tracking

What's Inside:

15+ Interconnected Databases:

1. Banks Accounts — All your accounts with balance tracking
2. Income Records — Every income source logged
3. Expenses Records — Complete expense tracking
4. Income Categories — 10 pre-built categories
5. Expenses Categories — 20 categories (Bills/Subscriptions/Expenses)
6. Bills — Recurring bill management
7. Subscriptions — Service and membership tracking
8. Budgets — Category-based budget planning
9. Savings Goals — Goal tracking with progress
10. Savings Logs — Contribution history
11. Transfers — Inter-account money movement
12. Transactions — Combined transaction view
13. Years — Yearly financial overview (2025-2030)
14. Months — Monthly breakdowns (72 months pre-built)
15. Navigation — Beautiful gallery menu

Multiple View Types:

• 📋 Table views for detailed tracking
• 📅 Calendar views for payment scheduling
• 🖼️ Gallery views with visual cards
• 📊 Board views by status
• 🎯 Filtered views (Upcoming, Overdue, By Category)

Pre-Built Dashboard:

• Clean navigation gallery with icons
• Quick action buttons for common tasks
• Account overview with total balances
• Upcoming payments section
• Budget overview with progress
• Recent transactions feed
• Yearly and monthly summaries

Sample Data Included:

• 5 bank accounts (Checking, Savings, Credit Cards)
• 10 income records for Q4 2025
• Pre-configured categories ready to use
• 6 years of dates pre-populated (2025-2030)
• See exactly how it works before customizing

Perfect For:

• 💼 Freelancers tracking multiple income streams
• 👨‍👩‍👧‍👦 Families managing household finances
• 🎯 Savers working toward financial goals
• 📱 Subscription Overloaders wondering where the money goes
• 💳 Anyone ready to take control of their money

Quick Setup (20 minutes):

1. Download and duplicate to your Notion workspace
2. Review the example data to understand the system
3. Add your bank accounts and starting balances
4. Set up your income categories and expense categories
5. Add your bills, subscriptions, and savings goals
6. Start tracking your financial journey!

Detailed setup guide included.

Why This Template?

✨ Save Money — See exactly where every dollar goes and find areas to cut

⏱️ Save Time — No more spreadsheets or logging into multiple bank apps

😌 Reduce Stress — One dashboard shows your complete financial picture

📈 Build Wealth — Track savings goals and watch your progress grow

🎯 Make Smart Choices — Budget by category and stick to your plan

What You'll receive:

✓ Complete Notion template (duplicate & use immediately)

✓ 15+ interconnected databases with smart formulas

✓ Pre-configured categories for income & expenses

✓ 6 years of dates pre-populated (2025-2030)

✓ Example data to see the system in action

✓ Step-by-step setup guide

✓ Lifetime access (no subscription)

✓ Future updates included free

Technical Requirements:

• Notion account (Free or Paid — both work!)
• Compatible with desktop, mobile, and web apps
• No coding knowledge required
• Fully customizable to your needs

FAQs:

Q: Will this work on Notion Free plan?

A: Yes! All features work on both Free and Paid Notion plans.

Q: Can I add more accounts or categories?

A: Absolutely! Add unlimited bank accounts, income sources, and expense categories.

Q: Is this a one-time payment?

A: Yes! Pay once, use forever. No subscriptions.

Q: Do you offer refunds?

A: Yes, 7-day money-back guarantee if you're not satisfied.

Q: Can I track different currencies?

A: The template uses $ by default but can be customized for any currency.

Q: I'm new to Notion. Is this easy to use?

A: Yes! Includes example data and step-by-step guide to get you started.

Q: Can I track multiple bank accounts?

A: Yes! Track unlimited checking, savings, credit cards, and investment accounts.

Get Started Today

One-time payment: $15

That's less than one month of a budgeting app subscription — but this gives you lifetime access to a complete financial management system.

Click "I want this!" to take control of your finances.