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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.

The Financial Tracking Template

  • 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

this is for you if

  • 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

the template includes

$37

Peek inside the template ↓

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