Here’s How I Track My Finances Like A Pro Using Notion!

Maestro
3 min readFeb 8, 2024

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Keeping a track of your Finances can be hard and also cumbersome. But Financial tracking has it’s own advantages both for individuals and also for organisations. Using a Financial tracking system, you can:

  1. Be Financially aware
  2. Plan Budgeting precisely
  3. Have a control of your expenses
  4. Easily manage Debt
  5. Be Financially accountable and lastly
  6. Experience peace of mind
Notion Ultimate Finance Tracker

Keeping in mind all of the above advantages that Financial Tracking has to offer, I have created the Ultimate Finance Tracker using Notion. This Notion Template offers a wide range of features which are helpful for any kind of financial tracking, irrespective of whether you’re an individual or a big organisation.

Below are the key features of the Notion Ultimate Finance Tracker:

  1. Add and Manage your Accounts and Wallets.
  2. Track and Manage your Incomes.
  3. Track and Manage your Expenses.
  4. Track and Manage your Subscriptions.
  5. Track and Manage your Debts.
  6. Track your Financial Goals.
  7. View Financial Overview.
  8. Notion Buttons to quickly add a new Income, Expense, Subscription or Debt directly from the home page of the template.
Track Finances Effortlessly using Notion

This template helps you manage all your Finances effortlessly. With the help of this template, you can:

  1. Add or remove Accounts and Wallets. Track their respective Balance Amounts.
  2. Add new Incomes and track Incomes coming from different sources and categories.
  3. Add new Expenses and track Expenses coming from different sources and categories.
  4. Add new Subscriptions and track which ones are Active and Inactive, also check the next payment dates.
  5. Add new Debts and track which ones are Pending and which ones have been Completed, also check the deadlines for the Debt payments.
  6. Add or remove new Categories for both your Incomes and Expenses, so you can track them by categories.
  7. Add new Financial Goals and track them, check if your Financial Goals have been “Completed” or if they’re still “In Progress”.
  8. View the Financial Overview of all your Incomes and Expenses based on Monthly and Yearly basis to get a better perspective of them.

Don’t let financial stress hold you back. Invest in your financial well-being with the Ultimate Finance Tracker. This Notion template is your journey to a better financial planning.

You can check out the Ultimate Finance Tracker Template here: https://maestrohere.com/notion-ultimate-finance-tracker

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Maestro

I Build Minimalist Notion Templates to Boost Your Productivity. Find my Notion templates here: https://maestrohere.com/templates