Wallet

Manage your income and expenses in Notion

Wallet is a Notion template that helps you to keep track on your expenses in a really easy an elegant way. All you need to do is to enter your expenses and incomes to monitor how much you spend, what you spend on and how much you have left to spend. Just pick up the phone and enter the transaction directly.

The way you track your finances. Have a clear view of cash flow, find where to save, and pay off debts to achieve your financial goals. It helps people like you track, make, spend, invest and grow money as effectively as possible. Track your expenses and income, master your budget, and achieve your financial goals with this fully customizable Notion Template.

💰 Incomes · recording and tracking all sources of income. Whether it's your salary, freelance earnings, or other forms of income, this database allows you to categorize and log each income stream. Capture details such as the source, date, and amount, providing a clear overview of your financial inflows over time.

💰 Expenses · record and manage your expenditures. Categorize your expenses, track transaction dates, and input the corresponding amounts. This database enables you to monitor spending patterns, identify areas for potential savings, and maintain a detailed record of your financial outflows.

🏦 Investment · record details about each investment, including the asset type, purchase date, and initial investment amount. Track the performance of your investments by regularly updating the current value and any associated gains or losses. This database aids in assessing the overall health of your investment portfolio and making informed financial decisions.

📆 Monthly bill · simplifies the management of recurring monthly expenses. Input and organize bills such as rent or mortgage payments, utilities, subscriptions, and any other regular financial commitments. With this database, you can stay on top of due dates, avoid late fees, and gain insights into your fixed monthly obligations.

Benefits:

• Versatility: Suitable for individuals, professionals, freelancers, or anyone seeking to enhance productivity and goal attainment.

• Ease of Use: User-friendly interface and customisable sections make it accessible to both Notion beginners and experienced users.

• Efficiency: Streamlines goal-setting, task management, and progress tracking in one centralised location.

• Adaptability: Tailorable to suit specific needs, preferences, and evolving goals over time.

• Continuous Improvement: Encourages regular reflection, iteration, and refinement of strategies for ongoing success.