Seamless Budgeting, Smart Savings, and Comprehensive Financial Management All in One User-Friendly Platform
Eliminate the struggle of juggling diferent softwares. Enjoy a single, streamlined experience with 25+ inbuild Template
Log all sources of income with details for better tracking and categorization
Track spending accurately by entering expenses, dates, amounts, and categories
Document fund transfers between accounts to maintain clear financial records .
Access a comprehensive list of all financial entries across categories
Filter and review all logged income entries for analysis and reporting.
Track every expense entry to identify spending patterns and control costs.
View detailed records of all account transfers for transparency and accuracy
Get a comprehensive summary of annual income, expenses, and transfers for planning
Analyze income sources by category to understand revenue distribution and growth areas.
Identify spending trends by categorizing expenses for effective budget control.
Monitor individual and total account balances to maintain accurate financial insights
Analyze income sources by category to understand revenue distribution and growth areas.
Set, monitor, and manage monthly and yearly budgets to achieve financial goals.
Keep track of due bills to ensure timely payments and avoid penalties
Manage recurring subscriptions to track renewals and reduce unnecessary expenses.
Organize desired purchases and plan savings to achieve your financial goals
Set targets for earning milestones to motivate and achieve financial growth
Track and build healthy financial habits like saving, budgeting, and expense control.
Externalizing information into your Second Brain gives you clarity and structure
Log, categorize, and analyze your transactions to identify and cut unnecessary expenses.
Set clear monthly and annual budgets, monitor your progress, and adjust as needed to meet your financial goals.
See Your All Financial Report at Glance
Define Your Monthly Income Target to Propel Your Financial Growth
Plan for big expenses by setting manageable savings goals and tracking your progress to stay motivated.
Manage your subscriptions by tracking renewal dates, fees, and statuses, receive timely reminders to avoid overcharges, and keep a detailed history for budgetin
Track Your Saving Loan and Diffferent Accounts with Single Click
Track due dates, amounts, and statuses of bills, receive reminders to avoid late fees, and maintain an organized bill history
Plan and prioritize future purchases, track savings progress for wishlist items, and balance wants versus needs to enhance financial decision-making
Set clear, realistic financial goals for the short and long term, track progress with visual milestones, and celebrate achieving your targets.
“I’ve spent over 100 hours perfecting the Finance OS system for seamless daily integration, enhancing it with several practical additional features.
Finance OS features in-depth video instructions for every part of the template, helping you maximize its potential and streamline your financial managemen
Finance OS is designed to look equally impressive in both light and dark modes on Notion, giving you the flexibility to switch seamlessly according to your preference
Experience a consistent and streamlined Finance OS across all devices, whether you’re using a phone, tablet, or computer
Here’re a few numbers to help you do the math
Join 500 + Who manage their finance like super hero
Simple one-time payment pricing, so you don’t have to worry about adding another subscription.
Find answers to our most frequently asked questions and get the support you need.
The Notion Personal Finance Tracker is a customizable Notion template that helps you track your income, expenses, savings goals, and debt repayments in one organized place.
No, you can use this template with Notion’s free plan.
Absolutely! The Paid Plan includes advanced features like automated budgets, customizable dashboards, and savings and debt goal tracking. It also comes with priority support and a comprehensive video guide to help you get started quickly.
Once you purchase or download the template, you’ll receive an instant link to duplicate it into your Notion workspace.
Finance OS stands out due to its in-depth video instructions for each part of the template, comprehensive tracking and reporting capabilities, and its beautiful design in both light and dark modes.
Yes, for any questions or support, you can reach out via the contact information provided with your purchase. We ensure timely assistance to help you make the most of Finance OS.
Updates are made periodically to enhance functionality and add features based on user feedback. All updates will be communicated, and new versions of the template can be accessed through the original download link or sent directly to your email.
While Finance OS helps organize and track your financial data within Notion, the security of your data depends on your Notion account’s security settings. We recommend enabling two-factor authentication and using strong passwords.
