📝 Template Description
Have everything for your finances in one place with the Ultimate Personal Finance Dashboard for Notion! This all-in-one hub features 10+ pre-built templates and tools to make finances fun, including:
🌳 Income Tracker by Category – track several income streams (salary, investments, side hustles, and more), attach paystubs, invoices, and more
💸 Expense Tracker – track by several pre-built categories, emoji sentiment, date, attach receipts
🧾 Budget Status Tracker – set your monthly budget per category and see where you're at by monthly average (automatically pulls from the dashboard expense tracker!)
💳 Recap of top income by streams, and top spending by category – by monthly average or all-time stats. See where you're making and spending the most!
💰 Total Net Worth Tally – enter your starting balance, and the template will do the rest based on your income and spending entries!
✅ Financial Habit Tracker
🚄 Trip Budgeter
🧮 Annual Income by Rate Calculator
💰 $10K in 100 Days Savings Challenge
📎 Personal Finance Resource Hub (blogs, podcasts, YT channels)
🗓 Monthly Budget Tracker (standalone template)
🖼 Minimalist black and white anime visuals
💡 Helpful tooltips in different sections for smooth onboarding
📱 Compatible on desktop, iPad, mobile
🎁 What You’ll Get:
- A duplicatable template
- Lifetime access
- Lifetime updates
💬 Frequently Asked Questions
Yes, this template works perfectly with a free account on Notion. No paid subscription is needed.
No, this is a personal license for individual use. Each individual will have to ‘purchase’ the license before being able to use it.
Once you've completed your purchase, you'll either be redirected to the template page or provided a link to access the template page. To duplicate the template in your workspace, click "Duplicate" in the top right corner of the page.
Questions? Feature suggestions? Contact us at firstname.lastname@example.org!