Notion Optimal Finance System

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 track income, expenses, and subscriptions, set budgets and savings goals, or manage multi-currency accounts, the Optimal Finance System 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 funds locally or internationally.

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

Track your monthly income and expenses. Categorize them to gain a clearer overview and identify areas where you can make improvements.

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 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.

Establish the perfect budget with the assistance of AI.

Unlock the power of AI to generate the perfect budget or savings plan. Gain access to multiple examples of detailed budgets and receive advice on how to effectively maintain and manage your budget. This will save you a tremendous amount of time.

Access custom charts for a better understanding of your finances.

These charts will only be displayed if you have a Notion PAID plan.

What's included?

• Complete finances overview dashboard.

• Account: manage your local and international accounts in various currencies.

• Income: track your income and know how much you are earning.

• Expense: track your expenses and identify areas of improvements.

• Transfer: track your transfers and be aware of your account's transactions.

• Subscription: track your subscriptions and never miss a renewal or cancellation.

• Source & Category: manage your income sources and expenses categories for a better overview.

• Budget: establish budgets and be in control of what you spend.

• Saving: define your savings goal and determine how much money you'll need.

• Asset & Liability: monitor your assets and liabilities and keep track of your earnings and how much you need to repay.

• Report: enjoy automatic reports to stay on top of your earnings and expenses.

• AI: establish the perfect budget with the assistance of AI.

• Bonus: a free guide, to fully grasp the template features. You will never be lost!

• Bonus : Two versions: one with dollars ($) as the main currency and the other in euros (€) (other currencies can be included upon request for FREE).

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

• And much more...