About this template

The All-In-One Superhuman Financial Manager to manage all your finances: Key Features: - Income Management: Track and categorize various income sources effortlessly. - Expenses Management: Monitor and manage expenses for a clearer financial picture. - Financial Account Management: Centralize and organize all financial accounts seamlessly. - Monthly Budget Management: Plan, track, and optimize your monthly budget effortlessly. - Project Budgeting: Allocate funds strategically for specific projects. - Savings Fund Management: Establish and achieve savings targets for a secure future. - Wishlist and Purchase List Management: Keep track of desired purchases and manage your spending. - Financial Goal Management: Set, track, and achieve your financial milestones. - Subscriptions Management: Stay organized with recurring subscription tracking. - Transferable: Easily transfer between Account and Savings Fund - Automated Monthly Report Generator: Generate detailed reports for comprehensive financial insights automatically. - Net Worth Tracker: Monitor your overall financial standing and wealth accumulation. - Debt Tracker & Repaid Reminder: Effectively manage and remind yourself of debt repayment schedules. - Investment Tracker: Track and analyze your investment portfolio for informed decisions. - Mobile View: Access and manage your finances on the go with a mobile-friendly design. - Insightful Dashboards: Each manager features an Insight Dashboard for a visual overview of your financial situation. Finance OS is a cutting-edge Notion template designed to revolutionize your financial management. Streamline your income, expenses, budgets, and savings with ease, all in one comprehensive platform. Achieve financial wellness with organized and insightful management. This template is designed to allow users to easily manage all finances with zero learning curve, even if you have never used Notion before.

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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

Make it your own

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.

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