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This complete and intuitive Notion template will make managing and organizing your finances infinitely easier. Through spreadsheets, budgets, and analytics, you’ll reach the financial results you’ve always dreamed of! The Notion Financial Planner is a Notion version of our Google Sheets financial spreadsheet ('My Finances'), with a few differences. It includes tracking for your income, expenses, budgets, investments, and goals — all categorized by date, amount, category, and more.
'Reflect daily on your progress and your purpose—this inner dialogue is the compass that will guide your journey to success.'✨ – Warrant Buffet
What's Included:
- Budget, income, and expense tracking
- Automatic calculations and correlations
- Goal setting and budget management
- Track your investments by amount, type, and return
Format:
Notion Template ✨
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