Notion x Finance PRO

In , On 07/10/2023


Notion x Finance PRO

Take control of your finances.

Notion x Finance has been built to simplify the way you track your cash flow over time, showing how you can improve your money management.

Simple but extremely effective.

Keeping track of all your daily expenses can be tedious. But at the same time, it’s crucial to have a clear view of your expenses to understand how to better spend your money and finally pay off your debts.

Notion x Finance is built to be simple and flexible, to fit everyone’s needs. The goal is to track your money, pay off your debts, and reach your financial goals faster.

You just simply have to:

  • Add a transaction
  • Select the payment method

Your Notion Bank Account balance will be automatically updated.

Thanks to the category relations you just have to take a look to see which expenses eat too much of the pie, reset those expenses, and invest the spared money into effective revenue activities.

Discover the main 6 templates.

As you can see in the template preview, Notion x Finance includes 6 main templates represented by “boxes”. These are the six pillars of personal financial management and you can customize everything in order to let the template fit your needs and work for you. Let’s discover it in detail!

Bank Account: create your bank vault inside Notion. Define a balance and start tracking your daily transactions. With the PRO version, you can add as many accounts as you want (Please note: you will never directly connect your real bank account to Notion, in any case, for privacy and security policies).

Transactions: a general database for all the transactions. But not a simple list of things you bought or sold. Categorize everything in order to analyze over time how much you spend per category and understand if you have to decrease some expenses.

Investments: a template entirely dedicated to storing your investment transactions. Create a logbook of your past investments and track how they perform. You don’t have to remember everything, just put your investment analysis inside this template. Update it and review it whenever you want.

Reports: every transaction will be auto-sorted and grouped to create a new page every month and year. Inside this page, there’s a report displaying all the entries and expenses so you can have a financial overview of what you did in that period.

Taxes & debt: track the payment of all your taxes and debt over time. Schedule payments in advance in order to anticipate money needs and become financially free as soon as possible.

Savings: reduce useless expenses and save money for your wish list or for future investments.

A clear view of your recent transactions.

Immediately check your latest expenses, income, and investments. Everything is grouped by bank account so you can easily have a clear view of everything with a look.

Savings, Debt, Cards, and Investments.

Check the progress of your savings, debt repayment, card transactions, and investments directly from the dashboard. The card section categorizes every transaction you make by card in order to identify which service you use the most and unsubscribe from those you don’t use anymore. Inside every section, there’s everything related to the section itself.

Subscriptions and Taxes

Subscription and tax sections automatically refresh themselves directly on the dashboard, allowing you to see which subscription is active, how much it costs, and when you have to renew the payment (plus more information, see below). Same for the taxes. You can also set notifications to be warned when a payment is going to occur soon.

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