Home Notion Templates Finance
Budgeting Assistant: Smart Saving for Your Dreams
Budgeting Assistant: Smart Saving for Your Dreams
Budgeting Assistant: Smart Saving for Your Dreams
Budgeting Assistant: Smart Saving for Your Dreams

Budgeting Assistant: Smart Saving for Your Dreams

Budgeting Assistant is useful for all students and professionals who could use a simple and intuitive solution to track all their savings, income and expenses, in order to achieve their financial goals.


Get it now for $4.99

A Useful Budgeting Tool for All Adults

Are you STRESSED having to keep track of all your monthly expenses? Unsure why you have NO savings and where your income is going to? Or are you just trying to SAVE UP for your wedding?

Not to worry! Notion Revolution is here to help with our user-friendly Budgeting Assistant, to track your ins and outs (money-wise) to understand your spending and saving habits. You can say goodbye to the headaches and anxiety!

How does it work?

The Budgeting Assistant leverages on the powerful features of Notion Databases to track your account balances, incomes and expenses, and helps you prioritise your financial goals. The databases are also synchronised so that you only need to update your income and expenses. You may also add new financial goals (or "Dreams") to put your savings to good use.


What is Included?

Accounts Database

  • Track latest bank balances at a glance

  • Automatic sync for income & expenses to update bank balances and % savings made

Achieve Your Dreams & Tick Off Your Bucket List:

  • Prioritise your spending by differentiating between Needs & Wants

  • Track Dreams you are actively saving for and see saving progress directly on Dashboard

  • Budget clearly by choosing which Bank Account to tap on

  • Motivate yourself to Save More with the Dreams Mood Board

Income & Expenses Tracking Made Easy:

  • Categorise income sources and types of expenses

  • Set up recurrent income and expenses

  • Sync to Accounts database to automatically update bank balances

Perform Analysis By Categorisation & Periodic Reviews:

  • Group $$$ in by jobs (or side hustles) and $$ out by type of expenses (common types have been pre-filled, we've got you!)

  • Filter income / expenses by month or year

  • Sort by date or highest earned / spent

Other Features:

  • Dashboard view to easily track account balances and savings progress

  • Quick-add buttons for new income and expenses

  • Optimised version for mobile view and use

  • Pre-populated expenses category for easy fill


FAQs

Is this for me?

The Budgeting Assistant is useful for all students and professionals who could use a simple and intuitive solution to track all their savings, income and expenses, in order to achieve their financial goals.

How do I get started?

Please note that this is a digital-only product. Upon your purchase, you will receive a link which will lead you to Budgeting Assistant on Notion and you can click "Duplicate" located at the top right-hand corner of the Notion App or browser to duplicate it into your workspace. Instructions on how to set up have already been embedded within the product to get you started!

Is Notion free? How do I get it?

Yes! Notion is completely free to use! Simply go to https://www.notion.so/personal to download the app on your desktop or continue using in your web browser. You can also use it on your tablet or mobile phone via App Store or Google Play Store.

We welcome you to the wonderful world of Notion as there are plenty of free features that can boost your productivity in many aspects of your everyday life. It can be used for note-taking, planning, calendar management, and anything else you can think of!

I have more questions!

If you have other questions, please feel free to get in touch with me via email at: thenotionrevolution@gmail.com.

More Templates 👇