About this template

"You Can't Grow What You Don't Measure." Don't let your finances be a mystery. Take charge of your numbers, pay off debt faster, and start tracking your net worth. Whether it's retirement, buying a home, or any big financial goal, knowing where you stand is crucial. Includes - 💸 Monthly overview of your net worth, 💸 Monthly progress overview (shows the percentage increase or decrease in your net worth per month), 💸 List of your assets each month (keeping track of liquid, personal and invested assets), 💸 List of your debts each month (keeping track of current and long-term liabilities). Plus, a goal reminder showing your current net worth, progress towards your net worth goal, and how close you are to reaching it.

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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?