Notion 4 in 1 Finance Tracker

$9+
1 rating

Track your Income, Expense, Cashflow, Net Worth, Crypto, Insurance, and Debt all in one Finance Tracker.


Why did I create this?

I'm using the Money Jars template for my personal money management, however, we all know that we have different views in terms of managing our money. My wife had a hard time using that and she created an excel for her own tracking. She helped me convert her excel spreadsheet to Notion. Hence this template is created. She just wants to know where her money is, and through this template, she is able to.


You'll benefit from this if:

  • You want to be organized with your savings.
  • It's hard for you to track separately your credit card and cash expenses.
  • You want to see in detail where your money is.
  • You want to have a place to tracker your crypto-investment
  • You want to know how much is your profit or loss.
  • You want to know how much your total investment is.
  • You want a digital record of your insurance policies.
  • See in a glance how many insurance products you have.
  • You want a digital record of your debts
  • See in a glance how many months are left before you paid off your debt.


What's inside:

Cashflow and Net Worth - https://sevestil.gumroad.com/l/cashflownetworth

  • Net Worth (Sum up all your accounts)
  • Monthly Cashflow Summary Database
  • Income Transactions Log
  • Non-Credit Card Expesense
  • Credit Card Expenses
  • Record your Credit Card Payments
  • Credit Card monthly summary

Crypto Tracker - https://sevestil.gumroad.com/l/cryptotracker

  • Total Equity
  • Profits Breakdown Per Coin
  • Transactions Log
  • See the current price per coin
  • See equity per coin
  • See the average price per coin

Insurance Tracker - https://sevestil.gumroad.com/l/insurancetracker

  • Insurance database board view.
  • List of insurance benefits, coverage, and fund value.
  • Insurance payment tracking.

Debt Tracker - https://sevestil.gumroad.com/l/debttracker

  • Debt list
  • Debt amount remaining
  • Monthly payment amount
  • Months remaining formula
  • Related debt table for tracking borrowed and paid amounts


FAQs

Does this work on the free version of Notion?

Yes, all you need is a free account plan.

Can I share with my team/friends?

No, this is a personal license for individual use.

Do you have questions?

Send your feedback or queries to letstalk@sevestil.com

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$9+

Notion 4 in 1 Finance Tracker

1 rating
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