Finance Tracker for Notion

Our Financial Tracking Template offers a simplistic yet robust take on keeping track of both personal and business finances. You don’t have to be a business owner to benefit from this template, however we created it with service providers and online business owners in mind. The Financial Tracking Template is perfect for those who want the ability to store and manage everything in one place while utilizing both manual and formulated tools. This is a customizable Notion template, meaning you get to personalize the details as you see fit.

This is for you if:

• You get anxious or stressed whenever you think about organizing your finances
• You know you need a system in place but have no idea where to start
• Your current system is a hot mess express
• you often find yourself miss placing documents, links and other important info
• you have tracking systems and tools in a million different places

The template includes tools for:

• Goal tracking and affirmations
• Quick links and account balances
• Note taking and budgeting
• Income tracker, projections and profit / loss
• Fixed / variable expenses and cash flow
• Files and archive organization

You’ll also receive an intro to Notion video as well as a visual walkthrough to help get you on your way!

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! However, everyone’s businesses and financial situations are different so it’s always a good idea to consult with your financial advisor.