Notion Finance Tracker

Take control of your entire finances with the Optimal Finance System Notion template.

Has managing your finances become a real challenge in your life?

Introducing a comprehensive finance system built within Notion, designed for anyone looking to take control of their finances. Whether you need to manage multi-currency accounts, track income, expenses, and subscriptions, set budgets and savings goals, and access automatic financial reports, the Finance Tracker has you covered. With a one-time purchase, you’ll be empowered to take control of your money and maintain it for good.

Manage multiple accounts in various currencies.

Manage multiple local or international accounts in various currencies, enabling precise financial tracking. Record transactions and transfer either locally or internationally, letting the system automatically calculate your balances.

Easily keep track of your income and expenses from one location.

Track your monthly income and expenses by categorizing them into specific sources and categories. This provides a clearer financial overview and helps identify areas for improvement.

Track your subscription and stay aware of your upcoming payments.

Save and track your monthly or yearly subscriptions to ensure you never forget to renew or cancel them. Get alerted the day before your renewal to be sure to maintain your finances on time.

Get a complete overview of your finances and make improvements.

Always stay on top of your earnings and expenses thanks to various reports. Gain a clear understanding of how much money you earn and spend on a monthly, quarterly, or yearly basis. Look for any insights coming from them and try to improve your finances.

What's included?

• Complete finances overview dashboard.

• Account – Manage both local and international accounts across multiple currencies.

• Income – Track all income streams and get a clear picture of your total earnings.

• Expense – Monitor your spending and pinpoint areas where you can cut costs.

• Transfer – Log all transfers to stay on top of your account activity and cash flow.

• Subscription – Keep track of all subscriptions to avoid missing renewals or forgetting cancellations.

• Source & Category – Organize your income sources and expense categories for better financial insight.

• Budget – Set up budgets to control spending and stay within your financial limits.

• Saving – Define savings goals and determine how much you need to reach them.

• Asset & Liability – Keep an eye on your assets and liabilities to understand your net worth and repayment needs.

• Report – Access automatic reports for a comprehensive overview of your income, expenses, and financial trends.

• Bonus: Free guide with videos to help you master the template.

• Bonus: The system comes in two versions — one with USD ($) as the default currency and another with EUR (€). Need a different currency? Just ask, and we’ll include it for free!

• Bonus (PAID plan): access custom charts for a better understanding of your finances.

• And much more...