Business finance tracker
About this template
Stay on top of your small business finances effortlessly with the *Business Finances* Notion template. Tailored for coaches, service providers, and digital entrepreneurs, it simplifies financial management with automated tracking for cash flow, sales, and recurring revenue across monthly, quarterly, and yearly periods. Easily audit your finances and set achievable revenue goals with dedicated tracking pages for each timeframe. From quarterly assessments to daily routines, cultivate healthier financial habits and stay organized with clear insights into your business's financial health. With practical tools and straightforward insights, take control of your business finances and steer towards sustainable growth with confidence.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
