Finance Tracker for Notion
About
Organize, manage and track your personal and business finances all in one place with this ready to use, customizable Notion template. You don’t have to be a business owner to benefit from this template, however we did create this template with service providers in mind.
THIS IS FOR YOU IF
- you get anxious or stressed whenever you think about organizing your finances
- you often find yourself miss placing documents, links and other important info
- you know you need a system in place but have no idea where to start
- your current system is a hot mess express
- you're wanting a one stop shop for your personal and business tracking needs
THE TEMPLATE INCLUDES
- affirmation block, note pad for tasks and reminders + account balance database
- individual pages and databases for files, goal tracking, note taking, budgeting, projections, income, expenses, debt tracking + cash flow
- dedicated section for quick links + resources
- canva templates for cover photos
- comprehensive video training
Have questions? Email team@ohsia.co for support.
Note: we are not financial planners, advisors, professionals or experts. This is simply a tool that we have created out of our own needs and experiences and our hope is that it can help you too!
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