2023 Personal/ Start-up Financial Tracker, Professional & Simple version, Money Tracker, Template

Dive deeper and gets clearer picture of your financial habits, roadmap and take full control of it.

The Professional Finance Tracker in Notion will helps and shows you in an all in one dashboard your income and expenses, your different accounts and important data to keep track of your personal finances. It’s easy to lose track of ongoing cash flow and recurring costs.

With this template, monitor your accounts, keep track of income and expenses, and contextualize the items behind expenses to understand where your money goes.

What’s inside? Bank Accounts Create as many bank accounts as you’d like to simulate your real accounts. Assign your current balance, and monitor the values as you make and spend money. Income and Expense Tracking All additions to your account go here. Route which account to place the money, and assign a value.

Track expenses by assigning an account, an area, and the value. Expense Areas Monitor where your money goes. Create areas that reflect the realms in your life that require funding, and keep track of the totals as time passes.

Timely Recurring Expenses Track recurring expenses by placing the timely amount paid, assign the recurring interval, and connect to an account and watch the values accumulate. Account Transfers Move funds from one account to another.

*Simple version / Personal Finance Tracker in Notion The best way to track your finances with numbers, it's easy to lose track of where your money is going. The financial tracker gives you visual information where you can see where your money is going.

Track your income and expenses Manage multiple accounts Get insights on expenses and income per year, your total capital on each account and your transactions grouped for each month.

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