Introducing

The Finance Dashboard

Track your income, expenses, bills, budgets, savings, debt and net worth—all in one simple, beautifully designed Notion dashboard.

 Get the Dashboard

One-time purchase • Works with Notion Free • Instant access

quiet the noise, automate the chaos —

Personal Finance Dashboard
  • Personal Finance Dashboard
Personal Finance Dashboard

Personal Finance Dashboard
$42.00 CAD

Take control of your money without complicated spreadsheets or overwhelming finance apps. The Personal Finance Dashboard brings your income, expenses, bills, budgets, savings, debt and net worth together in one beautifully organized Notion system.

Everything you need to feel in control of your money

- Income and expense monthly tracking
- Bills and subscriptions
- Savings goals and sinking funds
- Debt-payoff planner
- Accounts and net-worth tracking
- Annual financial overview
- 12 connected monthly dashboards
Digital Delivery

All products are digital downloads delivered instantly to your email after purchase. No physical shipping, no wait times, no tracking numbers.
Compatibility

Our Google Sheets templates require a free Google account. Our Notion templates require a free Notion account. Templates are not guaranteed to work with Microsoft Excel, Apple Numbers, or other third-party software.
Return policy

All sales are final. Due to the digital nature of our products, we do not accept returns or offer refunds. If you experience a technical issue with your download, contact us at hello@templateconcierge.com and we'll resolve it promptly.

INSIDE THE DASHBOARD

One dashboard. Your entire financial life.

See how your entire financial life comes together in one place. →

Transactions

Track your income and expenses in one connected ledger and understand exactly where your money goes.

Monthly Planning

Set goals, grow your savings, and track debt payments so you can build the future you want-one step at a time.

Savings and debt

Use the financial calendar and monthly dashboards to plan ahead, track bills, and stay on top of your money.

FAQ

Do I need a paid Google or Notion account?

No. Both Google Sheets and Notion have free plans that work perfectly with our templates. You just need a free account on whichever platform you're using.
How do I download and access my purchased templates?

After completing your purchase, you will receive an email with a secure download link. Click the link to access your template instantly. You can also find it in your order confirmation email at any time.
What if I lose my download link or can't find my email?

No problem — contact us at hello@templateconcierge.comwith your order details and we'll resend the link right away.
Do you offer refunds?

Due to the digital nature of our products, all sales are final. If you experience a technical issue, contact us athello@templateconcierge.comand we'll make it right.

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