This template will help you manage your finances quickly, easily and efficiently. You can use it with a web version or download Notion on your smartphone. This is very convenient if you don't have a laptop with you. Track and manage your finances everywhere and anytime.
Sample data
I recommend you analyze the sample data to better understand the template. Then you can change or delete this data and add your own.
Bank accounts
Add your bank accounts and be sure to fill in the field with the initial amount. If you need to make a transfer between accounts you can do this using the “Transfers” database.
Track expenses
Add the categories you need to the "Expense Categories" database. In this database, you can see your expenses by month by quarter and the total amount of expenses for the current year. Then add your expenses to the “Expenses” database.
Track incomes
Add the categories you need to the "Income Categories" database. In this database, you can see your income by month by quarter and the total amount of income for the current year. Then add your income to the “Incomes” database.
Cashflow
In this database, you don't need to fill any fields. Here you can see by month your total amount of expenses, total amount of income, and cash flow.
Dashboard
The most powerful thing in this template. From this page, you can manage your finances. Keep track of the current balance of all your bank accounts. Add income and expenses for the current month. The current month will change automatically in these tables.