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$9+

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

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

$9+
2 ratings

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

  • Accounts
    Keep details on all your financial accounts in one place. Track balances, transactions, and more.
  • Income
    Log all income sources and set monthly targets. Track performance to hit your goals.
  • Expenses
    Record expenses and link them to expense categories. Set and monitor monthly budgets by category.
  • Transfers
    Move money between accounts or allocate funds towards goals and debts.
  • Financial Goals
    Define short and long term financial goals. Track monthly progress.
  • Debts
    Record details on debts owed. Track paydown progress over time.
  • Bills & Subscriptions
    Register all recurring payments. Get reminders before due dates so you never miss payments.
  • Yearly Overview
    Set overall annual targets for income, expenses, account balances, net worth. Review progress over the past year.
  • Monthly Overview
    Define monthly financial targets and budgets. Track performance across key metrics.

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.

$
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12 sales

Take control of your finances

Plan your expenses and achieve financial goals
Track your finances and improve your financial habits
Store your entire financial history and transactions in one place to track progress over time
Plan and execute an optimal personalized budget tailored to your financial situation
Analyze long-term efficiency and impact of financial decisions
Have all information about financial accounts, goals, debts consolidated in one dashboard
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