Personal Finance Dashboard

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.

Enter each transaction once and watch your connected monthly reports, category budgets and cash-flow totals update automatically. Whether you’re building your savings, paying down debt or simply trying to understand where your money goes, this dashboard gives you a clear view of your complete financial picture.

What’s included:

• Quick-add buttons for income, expenses and subscriptions

• Financial calendar with scheduled renewals

• Monthly income, expense and cash-flow reports

• Annual financial overview

• Budget-by-category tracker

• Bills and subscription manager

• Savings goals with progress tracking

• Sinking-funds planner

• Accounts and net-worth tracker

• Debt-payoff dashboard

• 12 connected monthly dashboards

• Beginner-friendly setup guide

• Clearly labelled sample entries

Customize the categories, accounts, budgets and goals to fit your life. No paid Notion subscription is required, and the included guide will walk you through everything you need to get started.

Product details:

• Works with Notion Free

• One-time purchase

• Instant digital access

• Fully customizable

• Beginner-friendly

• Lifetime access to your purchased template

Your money deserves a system that feels clear, intentional and beautifully organized.

This is a digital Notion template. No physical product will be shipped. Notion account required.