Financial tracker
关于此模板
A Finance Tracker and budgeting tool built entirely in Notion.
This Notion Template is built from three databases to capture, calculate and store your monthly income, expenditure and yearly profit & loss.
Join the 7000+ users who have already simplified their lives with my Notion systems.
With this system you can:
Quickly log and track automatically dated income and expenditure, linking it to clients, and categories.
Capture monthly expenses as one-off, variable or fixed entries and simply reset it each month.
Create monthly fixed & variable expense budget items using the template generator for quick account management
View rolled-up income, expenditure and profit/loss reports in the Balance Report database.
Set budget limits for specific expenses and track when you over spend.
Set % claims against individual expenses to manage both your personal expenditure and your claimed business expenses.
Keep an historic record of everything, for each financial year, and easily reset the dashboard to start a new one.
Using it:
All you need to use it is a Notion account (free for life). A set-up guide and accompanying suggestions and further references are included in the Notion template including how to change the system to your currency. There is also a video tour of the system with further tips for using and integrating the template on the Better Creating YouTube channel.
