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Budget & Personal Finance Manager

Summary
Manage your budgets and financial goals.
Type
Finance
Price
$23.00
Creator
Jamie Butler
Discount code
N/A
image

📝 Template Description

Manage your budgets, financial goals and monthly spending in Notion

Description:

Bring your spending under control by creating a budget and setting financial goals.

Features:

  • Designed for light mode
  • Design your budget for each major spending category
  • Set goals for debt payoff, retirement and savings
  • Keep track of transactions for money going out. The total amount spent by category will roll up into the monthly summary for analysis to see if you stayed within budget
  • Link payments from your Transactions table to the debt that it applies to and watch the amount remaining shrink
  • Use the monthly overview to analyze if you stayed within budget and met your goals.
    • You stayed under budget!
    • You went over budget or did not meet your goal
    • ♥️ You met or exceeded your goal!
  • Manage your recurring payments (subscriptions) and renewal dates. Monthly and yearly aggregate costs will be calculated for you so you can see how your subscriptions add up

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