Personal Finance Tracker | Income and Expense Tracker | Notion Template
About this template
About this template - 💰→ Are you looking for a way to organize your income and expenses! → our Personal finance tracker notion template is designed to help you easily track your income, expenses, balance and much more! → This template includes a monthly, quarterly and yearly overview of your total income, total expenses and total balance. → With this template, you can keep tabs on your spending habits and ensure that you're always staying within your budget! -------------------------------------------------------------------------------------------------------------------------------------------- What's inside? 👨💻 Personal Finance Tracker Includes Trackers: 💰→ Income tracker - monitor all of your income sources, (Simple Income Recording: Easily record your income sources and keep a comprehensive overview of your income streams). 👣→ Expenses tracker - monitor all of your expenses, (Simple Expense Recording: Effortlessly record your expenses and keep a comprehensive overview of your spending habits). 📊 → Balance tracker - monitor all of your balance, (Simple Balance Overview Report: Effortlessly keep track of your monthly balance). 📅→ (YoY) Year over year tracker - monitor all of your income, expenses and balance, year over year to compare previous year data with current year data. This template is designed to be intuitive and user-friendly, allowing you to focus on what matters the most - by taking charge of your money and achieving your financial goals. Reports: 💰 - Income report - to see your total income each month and by category 👣 - Expense report - to see your total expenses each month and by category 📊 - Quarterly report - to see an overview of how much you spent / made each month of the quarter 📊 - Yearly report - to see an overview of how much you spent / made each month of the year 📅 - (YoY) Year over year report - to see an overview of how much you spent / made each year compare to previous year Tutorial / Guide: A tutorial guide with step by step instructions on how to use the template is included within this template, and you can access it, once you purchase the template. 🚀Start tracking your money today and gain control over your financial journey with our Finance Tracker Notion Template!🚀 --------------------------------------------------------------------------------------------------------------------------------------------------
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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.
