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6 best Financial Planner Templates

TemplateAugust 27, 2021
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PublishedDate
2021-08-27
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Template
For today, we will look at the best Financial Planner templates built on @NotionHQ and how Notion can be used to save your 💵.
 
#30daysofNotion #Day2 #notion
 
  1. [FREE] This simple personal finance tracker by @whizzzoe
      2.  
      Finance tracker
      A new tool for teams & individuals that blends everyday work apps into one.
      https://www.notion.so/Finance-tracker-56ef60778c9e406aaac3d5061b50ccfb
       
  1. [FREE] This Monthly Personal Cash Flow template by @RedGregory1 is extensive
      2. Monthly Personal Cash Flow
      Yearly Calculator Yearly Calculator Delete the Months that do not apply Monthly Calculator Navigate both databases below to the current month and begin filling out the properties. The example entries can be deleted in january and february. Cash Flow In Cash Flow Out
      https://www.notion.so/Monthly-Personal-Cash-Flow-fb6428e721584012a7178e8ea1d31985
       
  1. [FREE] This is an easy to use finance tracker that gives you a birds-eye view of all your finances. Helps you track all the accounts and get full detail on where you spend more.
      2. Notion Finance Tracker â‹… Vyshnav Gangadharan
      A finance tracker that is simple, powerful and easy to use. Helps you track all the accounts and get full detail on where you spend more. You can also customize this template by adding the filters and tags. There are two parts to this tracker.
      Notion Finance Tracker â‹… Vyshnav Gangadharan
      https://vyshnav.xyz/blog/notion-finance-tracker
      Notion Finance Tracker â‹… Vyshnav Gangadharan
       
  1. [FREE] This template enables you to have a complete gander over all types of expenses from subscriptions to debts
      2.  
      Finance Tracker
      When we think about Finances, what comes to our mind are the earnings and the spendings. We aim to maximize our earnings and minimize irrational spending. But, to effectively change our spending pattern, we need to track it first.
      Finance Tracker
      https://prototion.com/notion-template/Finance-Tracker-5EJPihz5kSyeEkj4
      Finance Tracker
       
  1. [FREE] A template that helps you track Account, Budgets and Transactions
      2. Finance Tracker
      Transactions Recurring Transactions How recurring transactions works Transactions Minimal Notion Icons You are free to share, use and modify this template like you want so it fits your needs just provide credit to me when applicable. Also, I would love you to see what you do with it, so don't hesitate to share on the Notion Reddit feed.
      Finance Tracker
      https://www.notion.so/Finance-Tracker-dc1a54bd191c4b7499713107c89835db
      Finance Tracker
       
  1. [PAID] A template by @heyeaslo designed to be beautiful, intuitive and efficient for keeping track of personal incomes, expenses and other financial activities in one place.
      2. Easlo
      Creating templates for Notion for better organisation and productivity.
      Easlo
      https://easlo.gumroad.com/?sort=page_layout#PkDiSb
      Easlo
 
If you think we missed some templates, let us know.
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