Personal Finance Hub
About this template
Transform your personal financial management with Personal Finance Hub, the Notion template designed to take control of your finances to the next level. Whether you're a financial novice or a personal finance expert, this tool provides all the necessary features to keep your finances in order and achieve your economic goals. Discover everything you can do with Finance Personal Pro! Key Features: ๐ Account Balance View: Keep a detailed and up-to-date record of the balances of all your accounts in one place, having a clear view of your balances. ๐ Account Transfer: Facilitate the organized funds transfer between your different accounts. ๐ Generate Monthly Reports: Generate monthly reports to have a clear view of your income, expenses, and savings so you can identify areas for improvement and make informed decisions. ๐ฏ Financial Goal Tracking: Set and track your financial goals to ensure you can achieve them. ๐ Set Monthly Budgets: Define monthly budgets to control and limit your expenses, ensuring better money management. ๐งพ Monthly View of Expenses and Income: Visualize your monthly income and expenses clearly and structured. ๐ Income Tracking: Keep a detailed record of all your sources of income. ๐ธ Expense Tracking: Record and categorize your expenses to identify areas for improvement. ๐ Subscription Tracking: Maintain control over all your subscriptions, avoiding unexpected charges. ๐ Details View: Access a detailed view of all your transactions for an in-depth analysis of your financial activity. ๐๏ธ Category Management: Organize your income and expenses into customizable categories to better understand and manage your finances. Why choose Finance Personal Pro? This template is designed with efficiency and ease of use in mind. With Finance Personal Pro, you'll have all the tools you need to: - Optimize your time: Simplify your financial management tasks - Make informed decisions: Access detailed reports and analysis to make smarter financial decisions. - Achieve your goals: Keep them in sight and make adjustments on the fly to ensure you reach them.
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About this creator
More by Marco Elizalde
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How to use this template with A.I
Delegate this template to Nรtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your Nรtis account.
3
When authorizing Nรtis to your Notion workspace, make sure to click "select pages to share with Nรtis" 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 Nรtis directly by customizing the template.
1
You can add additional instructions for Nรtis 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
Nรtis automatically sync your databases every hour but you cal always ask Nรtis to synchronise them right away or ask the link to your user portal.