Finance tracker for Notion: Financial management in one clear dashboard

Manage your finances easily and clearly directly in Notion. This finance tracker handles incomes, expenses and recurring payments (in/out, directly in templates), has summaries with comparison (weeks, months, years) and budgets for expense categories.

Hello! You probably know that Notion is a great tool for income and expenses overview. Unfortunately, the various templates did not suit me personally. Some didn't have one main dashboard, so you have to click through the pages when you're looking for something. Or, for example, recurring payments are handled in a separate database that is not connected to the main databases at all, so they are not even recorded in the summaries. I therefore created my own finance tracker, which solves both points mentioned above. It is also adjustable enough, uses different alert messages, recurring payments can also be set up for income, there are also popular budgets or new buttons... If this is a topic you are interested in, be sure to check out the template, comment or upvote - I will be very pleased. Thanks and have a nice day 🙂 Dála

I'll have to try this out. Does it automatically pull the data from financial institutes?