About this template

This Finance Overview will show all your accounts and cards in one place. As you update your income, transfers and expenses, the account and cards section with update in real time so you'll always see how much you have. Key Features : - Income, Transfers, and Expense Tracker that directly links to Accounts and Credit Cards - 'Bank' and 'Credit Cards' card will show every transaction from Income, Transfer, and Expense Tracker - Monthly Essentials section to keep track of set payments - Subscription section to tracker subscription costs, renewal date and billing frequency I've been using this tracker since Mint switched to Credit Karma and I really like how I now have everything in one place. I hope you enjoy this too!

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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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Or you'd rather have it

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Not finding what your searching for? Or you'd rather have it

for free?