Ultimate Notion Finance Tracker for Personal, Family and Small Business

All-in one financial system to track you personal, family and small business needs!

Using “zero-based budgeting” methodology, assign your previous month income and plan your savings and expenses for the month! Just add a transaction in your mobile/desktop for less than 5 sec, and your bank account balance will be automatically updated and sync on both your mobile and desktop!

Features:

⭐ Budget & Expenses ⭐

- Set monthly budget across master categories and track by subcategories. Ability to set budget for individual subcategories as well.

- Monthly progress bar displays the amount of money left, % spend, amount of money overspend.

- Gauge how much you should spend to stay on track by comparing against real time progress tracker

- Red warning alert shows up if you exceed your budget by Nth day of the week/month

- Filter by individual category, calculate your average spendings or figure out how much to fund for the subsequent months

- Template to generate frequently used fixed and variable categories

- Add attachment to transactions

- Guide to zero-based budgeting

- Guide to quickly log day to day transactions on your mobile devices

- Guide to embed and set up your own category expenses pie chart

⭐ Accounts ⭐

- Easily transfer between accounts and reconcile balances

- Reconcile expenses to ensure they stay up to date with bank transactions

- Automatically display relevant informations on dashboard based on type of account selected. Choose between savings, credit, checking, cash and business account

⭐ Savings & Goals ⭐

- Guided formula to help plan your monthly saving targets and expenditure

- Guided formula to calculate your actual savings for the month after taking into account your overspend or underspend budgets

- Ability to track savings across months

- Set multiple saving goals, track progress, automatically allocates amount saved based on weighted percentage, automatically calculates time taken to reach goal, track total time taken to reach goals

- Automated calculates how much of your savings is allocated to your saving goals and how much left is untouched.

- Ability to archive saving goals when goal amount is reached

⭐ Reports ⭐

- Automatic monthly and yearly reports

- 12 month view and year by year view of your expenses across categories and subcategories

- Guide to embed charts into notion, hit refresh button to update charts automatically. Choose your own parameters to track across months- total net worth, change in net worth, savings, total expenses etc, or even years - total income, total side hustle etc

⭐ Shared Family Budget ⭐

- Manage shared budget with your partner using your own individual login and account

- Ability to display and edit shared information on your own personal finance dashboard

- Track you and your partner’s overall contributions and contributions across individual months

- Work towards multiple shared goals

- 12 month view and year by year view of expenses across categories and subcategories

⭐ Small business/ side hustle ⭐

- Own multiple side businesses but don’t have a separate account? Set aside master categories for your individual side businesses and track expenses by subcategories

- Learn how to create business account to track profits and losses without having to create an actual business account

- Track your business growth across months and years

✅ Lifetime upgrades

✅ No recurring charges, one-time payment

✅ One system, 3 different uses - personal, family, small business

✅ Friendly mobile view included for quick entries

✅ Suitable for light and dark mode

✅ 57 pages of read me guide included

✅ A total of 17 databases, many hours spend to create the best experience, and don’t be surprised by the complexity of the formulas!

✅ Personalised service available for a small nominal fee, contact me for more details

Please Note:

This is a digital product, upon purchase you will receive a PDF containing a link to duplicate the template. This product is for personal use only, please do not share with anyone or resell it.

I’ve worked incredibly hard to make this Ultimate Finance tracker and I believe it is the most comprehensive finance tracker you can ever find in Notion. Appreciate it very much if you can leave a rating behind! Youtube video is in the works, so stay tuned! ☺️

Any questions/suggestions, please send to chelsplanner@gmail.com