Complete finances overview dashboard
Automatic Summary of all your finances, included average.
Manage all your Accounts from one place
Add Accounts, track their balance, and get an overview of your money at a glance.
Budgeting Made Simple
Easily set monthly budgets and check if your spending is over budget or in budget.
Log Incomes, Expenses & Categories
Easily add Incomes and Expenses, organize them by category, and take an overview of your monthly/quarterly/yearly transactions.
Automatic Monthly/Quarterly/Yearly Reporting
Automatically generate informative reports. So you can get a complete overview of your Incomes and Expenses, in that timeframe.
Advanced Subscription Management
Effortlessly track and manage your subscriptions. For example, see how much you have spent and or when is your next payment, all automatically. With a summary of all your subscriptions and your stats.
Transfer Funds Between Accounts
Quickly transfer money from one account to another. Or you can transfer money to save up for your savings/debts/assets.
Manage your financial Goals/Saves, Debts and Assets
Save Money for your wish list items or for your last debt. Also, write and analyze all your assets. All this automatically informs the final summary.
Work Faster with Buttons
With the new Notion Buttons feature that lets you use the template with much more ease.
