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Ultimate FINANCE
Ultimate FINANCE

Ultimate FINANCE

The Ultimate FINANCE in Notion streamlines your finances, merging budgeting, investments, and planning into one powerful tool. Elevate your money management with clear insights and achieve your financial goals effortlessly.


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Ultimate FINANCE

The Ultimate FINANCE in Notion streamlines your finances, merging budgeting, investments, and planning into one powerful tool. Elevate your money management with clear insights and achieve your financial goals effortlessly. Start transforming your financial strategy today.

The Ultimate FINANCE allows for immediate recording and organization of financial data. With one-click additions for income, expenses, loans, transfers, subscriptions, and debts, managing your finances becomes effortless. Navigate swiftly between overviews, detailed reports, and portfolios right from the dashboard.

Track your incomes and expenses easily with this tool. Just enter your incomes like job earnings or rent and your expenses like bills or groceries. The template does the rest, showing you where your money goes. It’s a straightforward way to watch your finances.

Debt & Loan Tracker

Keep an eye on what you owe and what others owe you with the "Debt & Loan Tracker." It lists your debts like car or house payments and tracks loans you've made to others. See how much you've paid off and how much is left to go. It’s a simple, visual way to stay on top of your debts and loans.

Subscriptions & Bank Transfer Manager

Handle your recurring expenses and move money between accounts easily. Keep track of your monthly services like streaming or software subscriptions, and manage your transfers in one clear view. No more surprises on your bank statements — it’s all right here to see and manage.

Features:

  1. Income Tracker - The Income Tracker simplifies monitoring all sources of income. Track income amount, category, account/wallet and month.

  2. Expenses Tracker - Manage and analyze all your expenses and identify areas where you can cut back or reallocate your finances. Track expense amount, category, budget, account/wallet, and month.

  3. Budget Tracker - Manage your monthly budget goals allocate your income towards essential expenses and savings. Budget Tracker is encouraging you to make responsible spending habits.

  4. Account/Wallet Tracker - Manage all your accounts and wallets, analyze all your financial transactions by account and get overview of weekly, monthly and yearly reports. Whether it's personal accounts, savings accounts, credit cards, or digital wallets you can easily track all your accounts/wallets.

  5. Subscription Tracker - In today's subscription-based economy, the Subscription Tracker is a game-changer. It helps you manage and monitor all your subscriptions in one place, from streaming services to software licenses. This tool alerts you before renewals, helping avoid unwanted charges. Track monthly and annual price, renewal date, category, status, etc.

  6. Categories Tracking - Ultimate Finance Tracker enhances financial organization by allowing you to categorize your income, expenses, and subscriptions. This categorization simplifies detailed financial analysis, helping you identify areas for adjustment. You can create custom categories to fit unique financial situations, making tracking and reporting as relevant and useful as possible.

  7. Net Worth Tracker - Understanding your net worth is crucial for long-term financial planning. Net Worth Tracker visually represents and automatically calculates your net worth by considering assets and liabilities. You can also set your net worth goal.

  8. Financial Reports - Insightful reporting is at the heart of informed financial decision-making. Ultimate Finance Tracker provides comprehensive reports on a monthly, weekly, quarterly, and yearly basis, offering a detailed breakdown of financial activities. These reports highlight trends, patterns, and areas for improvement.


FAQs

  • What is Notion?
    Notion is a comprehensive and fully-integrated workspace that simplifies note-taking, task management, project planning, and organization. Designed with versatility in mind, Notion offers a user-friendly interface that facilitates productivity and maximizes efficiency. Whether you're a writer or a project manager, Notion is the ultimate workspace to help you get things done.

  • What is Notion template?
    Notion templates are ready-made components that can be imported into your Notion workspace to optimize your productivity. These templates are tailored to specific needs, such as project management, task tracking, or note-taking. By utilizing Notion templates, you can streamline your workflow and accelerate your productivity in no time.

  • How I will receive a template?
    Click "I want this" button and Duplicate this template to your Notion workspace.

  • Notion has a Free plan?
    Yes

If you have more question, just write me an email or DM me on Twitter

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