Notion Template | Personal Finance/Budget Dashboard
Take control of your personal finances with this Notion Template!
This comprehensive template includes a dashboard with a monthly overviews on your income and expenses, and visualise your spending vs budget. You can also easily see your latest account balances, track your progress towards your savings goals, track and manage your debts and repayments, and manage subscriptions and renewals.
The template is fully customizable, so you can tailor it to your specific needs.
It is also beginner friendly and ready to use, so you can get started right away. Instructions are also included if you need some help and tips along the way.
WHAT IS INCLUDED:
• Dashboard: Monthly Overview of your income and expenses and your balance. Track your expenditure against your budgets set. See your progress towards your savings goals, track your debt and upcoming payments, and next renewal dates for active subscriptions.
• Accounts: Track balances of your accounts. Add any account you might have, including bank accounts, credit cards, cash, savings, or even investment accounts.
• Income: Easily add your income across your income streams.
• Expense: Easily add expenses and track them by categories.
• Savings Goals: Create savings goals and track your progress towards achieving them.
• Debt/Loan Tracker: Track your loans, repayment progress, and helps you to keep track of upcoming payment due dates. Simple interest calculations included!
• Subscriptions: Manage your subscriptions and renewals.
• Instructions
YOU NEED:
• PC, Mac, Tablet, or Mobile
• Free or Paid Notion Account
WHAT CAN BE EDITED:
• Covers, images
• Text, and fonts (built in options only), icons
TERMS OF USE:
• Please note that this is a digital product and no physical product will be shipped. Upon purchase, you will receive a PDF file with links to the template(s).
• Due to the digital nature of this product, we cannot offer refunds or exchanges. All sales are final.
• The templates purchased are for personal use only and may not be resold, shared, or distributed in any form or format, in whole or in part, without prior written consent from SimpliEdve.