Personal Finance Dashboard / Notion Template

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

FAQ

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.

Hey 👋

I'm Hugh - the creator of this template.

I'm a Notion ambassador and obsessed with all things productivity.
You can check out my other templates here.
Want to get in touch? Shoot me a message on Twitter.

Happy to answer any questions you have!