«‎Mom, I Am a Rich Man» — Financial Notion Template

This Notion template will help improve personal finance management and optimize it.

What is included in this template:

• Notification Center
  The notification center helps monitor monthly income and expenses, upcoming bills & subscriptions, and more. Stay on top of your finances with automated alerts.
  
  It helps to monitor
  • Total net worth, assets and liabilities
  • Monthly income and expenses
  • Upcoming bill & subscription payments

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• Accounts
  Keep details on all your financial accounts in one place. Track balances, transactions, and more.

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• Income
  Log all income sources and set monthly targets. Track performance to hit your goals.

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• Expenses
  Record expenses and link them to expense categories. Set and monitor monthly budgets by category.

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• Transfers
  Move money between accounts or allocate funds towards goals and debts.

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• Financial Goals
  Define short and long term financial goals. Track monthly progress.

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• Debts
  Record details on debts owed. Track paydown progress over time.

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• Bills & Subscriptions
  Register all recurring payments. Get reminders before due dates so you never miss payments.

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• Yearly Overview
  Set overall annual targets for income, expenses, account balances, net worth. Review progress over the past year.

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• Monthly Overview
  Define monthly financial targets and budgets. Track performance across key metrics.

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The template is pre-filled for the year 2024 and offers options in three currencies: Euro, Dollar, and Pound.

BONUS - includes lifetime access to constant updates and improvements at NO EXTRA COST.

This planner is only compatible with Notion.so and the Notion app.
It is fully customizable and it can be used on all devices

The template design may be altered and differ from the one presented.