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Ultimate Finance Tracker
By
Automate your finances' management at 360 ° with Notion. Investments, Cards, Bank Account, Monthly/Yearly balance & More
Rating:
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Template Description
Organise your Finances at 360°
Basically the whole system is based on a single large database with many formulas that allow you to add a transaction and automatically calculate the new balance in your bank account section. You just need to add a transaction (in / out), select the payment / income method and your bank account balance will be updated automatically.
With the same approach you can track your savings for a Wish List of products you want to buy or track your Investments (cryptocurrencies, stocks, retirement found and more)
I have also created two gallery views where you can keep track of your month / year (sum of all results of the month) taxes, expenses divided by category, money invested and many other things.
Finally I have created a complete User Guide to allow you to understand how to make the most of the potential of this Dashboard.
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The dashboard includes
✔️ Unique related Database:
✔️ Credit Cards
✔️ Bank Account
✔️ Transactions
✔️ Investments
✔️ Cash Wallet
✔️ Wish List
✔️ Month / Year prospect balance (taxes, income, expenses, ...)
Extras
✔️ Complete User Guide
✔️ Video Guide
✔️ 10 + pre-compiled Templates for transaction type
✔️ 25 + between formulas, relations and rollups
✔️ Minimal style
✔️ EXTREME Simplicity of use
⚠️DON'T SHARE THIS TEMPLATE WITH ANYONE⚠️
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