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Financial Control

Financial Control

Financial Control, with monthly and annual summary, expenses and Income control, Budget charts.

Julio Trois · @julio.trois
★★★★★4.761 REVIEWS422 VIEWS
$5.00one-time · lifetime updates

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Movie night, sorted · Prototion Labs
Halloween Watchlist

An AI kit for Notion: ChatGPT or Claude picks horror films for your mood, you keep the good ones. 20 starter films, $9. Get the kit ↗

About this template

Why did I create this template?

This Template was created to organize your personal finances, with performance charts, to keep everything under control.

What's inside the template?

Keep your personal finances under control, have all your expenses registered by category, with a performance chart versus your Budget, in addition to having an annual summary of expenses. Your incomes, on the other hand, can be easily controlled, whether fixed or varied income, with a performance chart versus your budget. Keep all your financial history, month by month and take managerial control of your finances.

  • In the Annual Balance you have a summary of your finances, with the amount you have in account at the Starting Balance
  • Then you will have your Monthly Financial Control, divided by Income and Expenses, you must enter the Income and Expenses, each month, and the Annual Balance Sheet will automatically make the calculations for you of your result within the year.
  • In the Income and Expenses Menu, you can browse the months (highlight in red), and the values imputed month by month will appear, according to the Month field
  • You can enter your Budget in the Expenses and Incomes, which the percentage reached will be presented in the graph

What are the benefits of the template?

Keep total control of your personal finances in a single template!

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