Notion All-In-One Financial Planner Template

NEW! All-In-One Financial Planner.

Start your 2024 with one step ahead into financial stability! ♡

Gain a 360-degree view of your financial health with Financial Planner's intuitive dashboard. This template is designed to help you manage your income, expenses, and savings in one centralized location, empowering you to make informed financial decisions! ♡

This template includes the following:

1. Monthly Summary - Overview of your monthly financial activities. From January to December 2024.

2. Expense Tracker - Take control and keep track of your spending.

3. Income Tracker - Keep track of your earnings in a systematic and organized manner, categorize your income sources, and monitor them on a monthly and yearly basis.

4. Financial Goals - Plan for the future with purpose. Create savings goals and visualize your progress, making it easier to prioritize and allocate funds for major life events, vacations, or any other financial milestone.

5. Subscriptions Tracker - Track and manage all your subscriptions in one place, budget your annual subscriptions monthly to prepare for the next payment, and stay on top of your upcoming billing dates.

6. Payables Tracker - Track and monitor your credit transactions in one convenient template.

7. Budget List - list all your recurring expenses in a monthly or per-cutoff category.

8. Quick Action Buttons.

9. Can add or modify sections for personalized organization.

I hope you find this tool helpful and that it keeps you organized in a fun and creative way! ♡