Bring structure to your personal finance.
Start tracking your expenses, automating monthly reports and working towards financial goals.
What's included in the dashboard:
✔️ Automatic monthly and yearly reports
✔️ Reports highlight spending status, top expenses, breakdown by category and progress on goals
✔️ Set budget goals across all categories
✔️ Set monthly savings goals and account balance goals
✔️ Automatically notified you if you hit your savings, budget and account goals
✔️ Automatically notified how much you saved this month and comparison to last month
✔️ Snapshot overview of financial standing
✔️ Quickly log one-time and recurring transactions
✔️ Quickly transfer between accounts and wants
✔️ Subscription manager to keep track of all your subscriptions
✔️ Quickly store notes on who owes you $$$ and who you owe $$$
✔️ Quickly store coupon codes for future purchases
✔️ Guide to embed charts into Notion
Does this work with a free Notion account?
- Sure does! Just hit duplicate and you're good to go!
Are free updates included?
- Yes - all updates are free and included! There is a Changelog page included in the template that will document any updates. I'll be sure to let you know of any updates too.
How will I know how to use the template?
- There is a setup page included and videos guides throughout the dashboard to ensure you get maximum value.
I'm Hugh - the creator of this template.
Happy to answer any questions you have!