Plan, Track & Achieve Every Financial Goal with Clarity.

Take control of your money with the most complete financial goals planner built in Notion. Whether you’re saving for a trip, building an emergency fund, or investing in your future — this template helps you stay organized, focused, and motivated every step of the way.

🔍 Want to explore the system first?
You can view a live preview of the template in action (read-only mode):

✅ What You Get

🧠 Financial Goals Tracker

Track every goal in one place — including your target amount, current savings, deadline, category, and progress.

📥 Savings Log

Easily log every contribution. Linked directly to each goal, so your progress updates automatically.

📊 Smart Progress System

• Auto-calculated % saved
• Visual progress bar (emoji-based)
• “Amount left” and “Days left” formulas
• Status highlights: ✅ Achieved, 🚨 Missed, 🕒 Countdown

⏱ Term Type Classifier

Automatically sorts your goals into Short-Term, Mid-Term, and Long-Term based on the deadline.

🎯 Goal Overview Card

A clean, styled snapshot showing:
Target • Saved • Deadline • Remaining — all beautifully formatted.

📁 12 Goal Categories

Organize your goals by type — from Travel and Technology to Safety, Home, and more — complete with colors and icons.

🎨 Category Color Display

Auto-styled by category, making every goal visually clear at a glance.

🧩 Visual Progress Bar

See your progress come to life with a creative 10-step emoji bar — fun, motivating, and dynamic.

📈 Financial Summary Dashboard

See the big picture:

• 💰 Total Saved
• 🎯 Total Goal Target
• 📊 Overall Progress %
• 🧩 Active vs Completed Goals
• 📅 Next Upcoming Deadline

🌟 70 Pre-Built Goal Ideas

Need inspiration? Instantly browse 70+ curated financial goals organized by category. One click to add to your dashboard.

➕ “Add to My Goals” Button

Quickly turn an idea into a real goal in seconds.

📱 Mobile-Optimized Layout

Clean views, fast navigation, and easy inputs — fully designed for phone use.

💼 Who This Is For

• Budgeters, savers, and financial planners
• Notion users ready to level up their money tracking
• Anyone with real goals and a desire to reach them faster

🎁 You’ll Receive:

• A complete Financial Goals System in Notion
• 4 connected databases
• 70+ pre-built goal ideas
• Pre-set views for desktop & mobile
• All formulas, buttons, styling, and automation included
• Lifetime access & customization-friendly

Start Saving Smarter.

Build goals that matter — and achieve them with confidence.
💸 Get the Financial Goals Dashboard today.