Have everything for your finances in one place.
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📝 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)
📜 Features:
🖼 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
📂 Notes
Questions? Feature suggestions? Contact us at support@gridfiti.com!
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