WHAT'S INSIDE
One dashboard. Your entire financial life.
Nine connected pages. Enter your money once, and every page stays in sync.
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A NOTION MONEY SYSTEM
The Finance Dashboard
Log it once. Your budgets, bills, savings, debt and reports update for you, in one calm Notion dashboard.
$47.00 USD
Instant access · Works with Notion Free · Desktop & mobile
Digital delivery
Instant access: your Notion link arrives by email and on your order page. Open it and click Duplicate to add the dashboard to your Notion account.
No physical product is shipped.
Compatibility
• Works with Notion Free
• Desktop, tablet and mobile
• Fully customizable to your categories, accounts and financial goals
• Choose the £ Edition (UK) or the $ Edition (US & Canada)
This dashboard does not connect to your bank. You enter transactions yourself, so your information stays in your control.
Returns & support
All purchases are final and non-refundable due to the immediate-access nature of digital products.
If you experience any trouble accessing or using your template, contact us for support. We’ll be happy to help and aim to respond within 24–48 hours.
Your command centre
Quick-add buttons, this month's position and what needs your attention.
Track every transaction
Income and expenses in one connected ledger, entered once.
Stay ahead of bills
See the next 14 days at a glance. Due dates roll forward when you pay.
INSIGHTS
A money coach on every page.
Every page explains your numbers in plain words: what's due, what's on track and what needs a look. No charts to decode.
Set up in minutes
1
Duplicate
Your Notion link arrives instantly. One click adds the dashboard to your account.
2
Follow Start Here
Explore the sample data, then clear it and add your accounts, bills and budgets.
3
Log once
Enter each transaction once. Budgets, reminders and reports update for you.
Questions
Does it connect to my bank?
No. You enter transactions yourself, so your financial data stays in your own Notion account.
Do I need a paid Notion plan?
No. It works with Notion's free plan.
Which edition should I choose?
The £ Edition shows amounts in pounds; the $ Edition, for the US and Canada, shows dollars. Choose the currency you budget in.
Can I use it on my phone?
Yes, through Notion's free mobile apps. First-time setup is easiest on a computer.
What if I need help?
Email hello@templateconcierge.com. We reply within 24–48 hours on business days.