Net Worth OS – Notion Finance Dashboard

A powerful all-in-one Notion system to track your net worth, visualize your financial trends, and crush your wealth-building goals.

Whether you’re a freelancer, entrepreneur, or just serious about your money — this template gives you a professional-grade dashboard for managing assets, liabilities, savings, investments, and debt in one place.

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

✅ What’s Inside:

• 📅 2025–2030 Year Dashboards
  Plan and track each year with separate snapshots, goals, and breakdowns.
• 📊 Main Net Worth Dashboard
  Get a real-time view of total assets, liabilities, and net worth. Includes trend charts, milestone tracking, and goal progress.
• 📈 Net Worth Snapshot History
  Record and review changes in your net worth over time (monthly or quarterly).
• 📉 Liabilities + Debt Breakdown
  Track credit cards, loans, and remaining balances — with total paid and progress stats.
• 💰 Assets + Investment Tracker
  Organize your cash, accounts, investments, and personal assets with live value and growth calculations.
• 🎯 Net Worth Goals Tracker
  Set short-, medium-, and long-term net worth goals with automatic progress bars, due date alerts, and term types.

🔧 Bonus Features:

• Built-in formulas: Change %, Gain $, Progress to Goal
• Term-based goal logic (Short, Medium, Long)
• Monthly & yearly trend tracking
• Fully customizable for your financial situation

🎁 Free updates for life
🧩 Fully modular – works with your finance OS
💼 Perfect for solo founders, creators, and finance lovers