Notion Finance OS – Budget & Reports Dashboard
🧾 All-in-One Financial Dashboard – Built in Notion
Take full control of your finances with this all-in-one Notion dashboard — designed for clarity, growth, and long-term wealth building.
Whether you're budgeting monthly expenses, tracking investments, or analyzing your net worth, this powerful system brings everything together in a streamlined, easy-to-use workspace.
📝 Notes
💰 Launch Price: $10 – Limited Time Offer!
The full value of this premium Financial system is $25, but for a short time, you can grab it for just $10.
Take advantage of this early-bird deal before the price goes up!
🔍 Want to explore the system first?
You can view a live preview of the template in action (read-only mode):
✅ What’s Inside
💼 Bank Accounts – Monitor balances across checking, savings, and digital wallets
📊 Budgeting – Plan monthly spending and compare against actual expenses in real time
💸 Transactions – Log and categorize income and expenses with ease
🎯 Savings Goals – Set financial goals, track progress, and celebrate milestones
📈 Investments – Record assets, returns, and portfolio value
📉 Debts – Track loans, credit cards, and monitor payoff progress
🔁 Recurring Payments – Stay on top of subscriptions, bills, and due dates
🧾 Taxes – Organize taxable events, receipts, and year-end summaries
📚 Financial Education Hub – Access curated learning resources by topic
🛍️ Shopping List – Plan purchases, reduce impulse spending, and stay intentional
📆 Reports & Analytics – View detailed financial summaries across multiple timeframes
📆 Smart Time-Based Reports
🔹 Monthly Overview – Income, expenses, savings & key trends
🔹 Quarterly Insights – Compare Q1–Q4 progress and performance
🔹 Yearly Review – Big-picture perspective of your financial year
🔹 All-Time Financials – Lifetime net worth, earnings, and goals at a glance
🛠️ Fully Customizable & Built in Notion
- 100% built with native Notion – no third-party tools or add-ons
- Easy to adapt to your currency, lifestyle, and financial goals
- Clean, minimal design — fully mobile-friendly
🔒 Ideal For:
- Students managing their first budget
- Professionals tracking income, debt, and investments
- Creators, freelancers & digital nomads
- Anyone on a financial growth or FI/RE journey
💡 Start building wealth with confidence — all from one dashboard.
✅30-Minute Video Tutorial or Free 10-Minute Setup Call