Finance360 - Ultimate Financial Management Tool For Notion
Finance 360 is the perfect Notion template for quickly and effortlessly managing your personal finances.
I initially developed the template for my own use as no others were fulfilling my requirements - they were all SO close but not close enough. Functionality & ease of use is the top priority.
I use the template on a daily basis and have for the best part of a year, so needless to say it's been through various redesigns & iterations to ensure it delivers all the important information without being overwhelming.
Plus, it's totally automated (as much as Notion allows), so you can focus your time elsewhere rather than battling with badly designed spreadsheets.
Key features: -
- Super simple to setup & use.
- Sleek, minimal and professional design that works on both light and dark mode.
- Choose between GBP, USD and EUR.
- Track all of your financial assets - current accounts, ISA’s, pensions, credit cards.
- Income management with automatic calculation of next pay day.
- Track all outgoings - both recurring and one off. Link outgoings to bank accounts so you know what’s coming out of which account, and if you need to move money around to cover it.
- Set up savings goals and log savings.
Intuitive design & slick design makes it incredibly quick to: -
- See how much cash you have remaining until your next pay day. It factors in future incoming funds, any outgoings between now and then and savings.
- Distinguish between money in accounts as savings
- Compare available cash to your budget forecast.
- Visualise your outgoings.
- Plan your finances for the month ahead.
- Check your progress with your savings goals.
A PDF file containing a link to the Notion template that you can then duplicate into your own Notion workspace.