UK Freelance Finance Tracker
About this template
The UK Freelance Finance Tracker is a simple, easy-to-use Notion template for keeping track of your Freelance or Sole trader finances. Easily add and manage your income and expenses in a simple dashboard. Quickly view your income by each tax year. Easily generate simple invoices. Manage your clients in a basic CRM and remove the headache and make your tax return easy! Take back control of your own finances for the fraction of the cost of an accountant. Get custom charts with the MagicBeans integration.
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About this creator
More by Josh Millgate
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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.
