Last Update: Oct 14, 2024
Track all your Finances in one place with Notion
Track all your Finances in one place with Notion
Track all your Finances in one place with Notion
Finance OS is an ultimate finance tracker Notion template that lets you easily manage and keep track of your finances from one place.
Complete Notion System to Help You Take Control of Your Finances
Complete Notion System to Help You Take Control of Your Finances
Complete Notion System to Help You Take Control of Your Finances
The ultimate Notion Finance Tracker for mastering your personal finances. Manage expenses, track income, and visualize your financial goals—all in one streamlined template.
The ultimate Notion Finance Tracker for mastering your personal finances. Manage expenses, track income, and visualize your financial goals—all in one streamlined template.
The ultimate Notion Finance Tracker for mastering your personal finances. Manage expenses, track income, and visualize your financial goals—all in one streamlined template.
Notion Charts
Notion Charts
Budget with 50/30/20 method
Auto Monthly Reports
Manage your Incomes
Manage your Expenses
Transfer Funds between accounts
Track Your Debts
Track Your Debts
Save for Goals
Auto Subscription & Bills Manager
Easy Calendar Overview
Easy Calendar Overview
Easy Calendar Overview
Easy Calendar Overview
Packed with Features to Streamline Your Financial Management
Packed with Features to Streamline Your Financial Management
Packed with Features to Streamline Your Financial Management
Finance OS offers everything you need to build better financial habits, manage your money smarter, and achieve your goals.
Finance OS offers everything you need to build better financial habits, manage your money smarter, and achieve your goals.
Finance OS offers everything you need to build better financial habits, manage your money smarter, and achieve your goals.
Incomes & Expense Tracker
Incomes & Expense Tracker
Finance OS allows you to effortlessly track your income, expenses, budgets, and financial goals all in one place.
Account Management
Account Management
You can organise your finances by accounts and categories, making it easy to understand where your money is coming from and where it's going.
Category management
You can manage your finance by category easily. Add monthly categoric budgets and see where your are spending your money.
Monthly & Yearly Reports
Finance Hub provides detailed monthly reports, offering a comprehensive overview of your financial activities.
Finance OS provides detailed monthly reports, offering a comprehensive overview of your financial activities.
Notion Charts
Visualize your financial data with dynamic charts integrated throughout the template. These charts offer an intuitive, graphical view of your finances.
Goals, Wishlist & Debts
Goals, Wishlist & Debts
Monitor your financial goals and wishlist items, helping you prioritize long-term goals and manage savings plans for future purchases.
Recurring Subscription & Bills
Recurring Subscription & Bills
Easily manage and keep track of your subscriptions and recurring bills. Track spendings and see the next payment dates.
Monthly Budget Tracking
Monthly Budget Tracking
Easily manage and keep track of your subscriptions and recurring bills. Track spendings and see the next payment dates.
Investment Tracking
Investment Tracking
Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.
Gain full visibility and control over your financial life with this powerful Ultimate Finance Board
Gain full visibility and control over your financial life with this powerful Ultimate Finance Board
Gain full visibility and control over your financial life with this powerful Ultimate Finance Board
Simplify your money management with Finance OS Notion template. Effortlessly track your income, expenses, budgets, financial goals, and more all in one place.
Simplify your money management with Finance OS Notion template. Effortlessly track your income, expenses, budgets, financial goals, and more all in one place.
Simplify your money management with Finance OS Notion template. Effortlessly track your income, expenses, budgets, financial goals, and more all in one place.
Manage all your Accounts from one place
Manage all your Accounts from one place
Manage all your Accounts from one place
Manage multiple bank accounts, credit cards, or investment accounts in one place. There's no limit to the number of accounts you can add, providing flexibility and comprehensive financial control.
Manage multiple bank accounts, credit cards, or investment accounts in one place. There's no limit to the number of accounts you can add, providing flexibility and comprehensive financial control.
Manage multiple bank accounts, credit cards, or investment accounts in one place. There's no limit to the number of accounts you can add, providing flexibility and comprehensive financial control.
Log Incomes & Expenses
Log Incomes & Expenses
Log Incomes & Expenses
Easily add incomes and Expenses, Organise them by category and take an overview of your monthly transactions
Easily add incomes and Expenses, Organise them by category and take an overview of your monthly transactions
Easily add incomes and Expenses, Organise them by category and take an overview of your monthly transactions
Transfer Funds Between Accounts.
Transfer Funds Between Accounts.
Transfer Funds Between Accounts.
You can transfer money from one account to another, or you can transfer money to save up for your wish list or debt items.
You can transfer money from one account to another, or you can transfer money to save up for your wish list or debt items.
You can transfer money from one account to another, or you can transfer money to save up for your wish list or debt items.
Automatic Monthly & Yearly Reporting
Automatic Monthly & Yearly Reporting
Automatically get a detailed breakdown of your finances with monthly and yearly reports. This feature provides insights into spending patterns, income growth, and overall financial health, helping you make informed decisions.
Automatically get a detailed breakdown of your finances with monthly and yearly reports. This feature provides insights into spending patterns, income growth, and overall financial health, helping you make informed decisions.
Automatically get a detailed breakdown of your finances with monthly and yearly reports. This feature provides insights into spending patterns, income growth, and overall financial health, helping you make informed decisions.
Dynamic Charts
Dynamic Charts
Visualize your financial data with dynamic charts* integrated throughout the template. These charts offer an intuitive, graphical view of your income, expenses, budgets, and more, making it easier to track trends and make data-driven decisions.
Visualize your financial data with dynamic charts* integrated throughout the template. These charts offer an intuitive, graphical view of your income, expenses, budgets, and more, making it easier to track trends and make data-driven decisions.
Visualize your financial data with dynamic charts* integrated throughout the template. These charts offer an intuitive, graphical view of your income, expenses, budgets, and more, making it easier to track trends and make data-driven decisions.
*Only 1 Chart is available with Notion Free Plan, to have all charts you will need to upgrade to a premium Notion plan.
*Only 1 Chart is available with Notion Free Plan, to have all charts you will need to upgrade to a premium Notion plan.
Income & Expense Sources
Income & Expense Sources
Income & Expense Sources
Income & Expense Sources
Create monthly budgets for your expense sources and monthly goals for your income sources. These automatically update every month for stress free financial planning.
Create monthly budgets for your expense sources and monthly goals for your income sources. These automatically update every month for stress free financial planning.
Create monthly budgets for your expense sources and monthly goals for your income sources. These automatically update every month for stress free financial planning.
50/30/20 Budget Tracking System
50/30/20 Budget Tracking System
50/30/20 Budget Tracking System
Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!
Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!
Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!
Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!
Track your Goals
Track your Goals
Track your Goals
Track your Goals
Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.
Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.
Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.
Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.
Track your Debts
Track your Debts
Track your Debts
Track your Debts
Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.
Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.
Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.
Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.
Track your Investments
Track your Investments
Track your Investments
Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.
Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.
Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.
Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.
Auto Subscription & Recurring Bill Management
Auto Subscription & Recurring Bill Management
Auto Subscription & Recurring Bill Management
Easily keep track of your subscriptions & recurring bills. Add cycles, see next payment date, status and history of your past payments and more, all automatically.
Easily keep track of your subscriptions & recurring bills. Add cycles, see next payment date, status and history of your past payments and more, all automatically.
Pay once, use forever
Unlock the power Notion Finance OS with onetime payment and consolidate your entire financial management process in one robust platform.
Unlock the power Notion Finance OS with onetime payment and consolidate your entire financial management process in one robust platform.
Unlock the power Notion Finance OS with onetime payment and consolidate your entire financial management process in one robust platform.
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Email Support
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Created by Certified Notion Expert
Created by
Certified Notion Expert
Hey there! I am Hashim, a Notion Certified Expert, with more than 2 years of experience using Notion. I have helped people all over the world get organised and productive by implementing Notion into their lives. Over 10,000+ happy customers.
Hey there! I am Hashim, a Notion Certified Expert, with more than 2 years of experience using Notion. I have helped people all over the world get organised and productive by implementing Notion into their lives. Over 10,000+ happy customers.
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Frequently Asked Questions
Since you've made it this far, you might be really interested or have some lingering questions. No worries! Here are the most frequently asked questions.
Since you've made it this far, you might be really interested or have some lingering questions. No worries! Here are the most frequently asked questions.
What is Notion?
What is Notion?
What is Notion?
What is Notion?
How will I get access to it?
How will I get access to it?
How will I get access to it?
How will I get access to it?
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Do I need to pay for Notion to use this?
Is this really worth it for that price?
Is this really worth it for that price?
Is this really worth it for that price?
Is this really worth it for that price?
Can I customize it to my needs?
Can I customize it to my needs?
Can I customize it to my needs?
Can I customize it to my needs?
How will I know how to use it?
How will I know how to use it?
How will I know how to use it?
How will I know how to use it?
What if I still have questions?
What if I still have questions?
What if I still have questions?
What if I still have questions?