With this system, users can keep track of all their financial information in one place, including income, expenses, debt payments, managing savings funds, budgeting, tracking bank accounts, and calculating net worth.
Besides financial information, it also helps with the management of client information and tracking their due payments and projects with the overall progress of each. The customizable templates also allow for the organization of key contact information and for managing important dates and meetings with all.
The template is customizable to suit individual needs and can be used to keep track of things as per your preference.
Yes, Notion is free to use and you can sign up here to start using it today for FREE!
Instructions on how to use the template are given once you purchase the template.
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✔ Income/ Expenses - Keeps track of your income and expenses in one central location. 💰
✔ Debt - Tracks and helps you make debt payments on time. 💳
✔ Savings - Helps to create savings funds to meet your future financial goals. 💵
✔ Budget - Do budgeting to minimize expenses and maximize income opportunities. 💲
✔ Bank - Manage bank accounts centrally and assign them for specific needs. 🏦
✔ Net Worth - Calculate net worth to assess your financial position and grow your wealth over time. ⚖
✔ Invoices - Create invoices and manage invoices effortlessly in one space. 📃
✔ Contacts - Store key contact details in one location for your personal and professional needs. 📱
✔ Goals - Set goals to be achieved during the year and assess your overall performance. 🎯
✔ Dates - Fix dates for important events and tasks to be performed during the year. 📅
✔ Resources - Store key knowledgeable resources and pages for reference. 🌐
✔ Clients - Create client details, set the pipeline for the clients, and assign projects for them. 👥
✔ Projects - Create projects to be allotted for each client and track their overall progress in one dashboard. 📁
✔ Tasks - Set weekly tasks and complete each of them based on their priorities. ✅
✔ Meetings - Schedule meetings for clients, set contact-related meetings, and keep track of them based on priority. 🤝
"Simple but efficient solution to centralize all personal financial data ! No more excuses to get money in the end of the month"
"This Notion creator creates very nice Notion Templates"
"The interface is user-friendly and easy to navigate. I particularly like this feature where you have the ability to set the priority for each bill and pay them accordingly. Great product."
"Congratulations on another great template"
"I like everything that links to accounting. 😃 I studied economics and accountancy in my high school and clearly see those bottom lines and reports. 😃 I like the system/schema and this is something that keeps people accountable for their finances."
"I like it 😊"
"Simple, clean, and useful. Thanks for making this"
"Great Stuff, simple to use, & yet very useful (:"
"Congrats on the launch"
"This is an amazing product"
"absolutely love every template I've seen so far. can't wait to see what's next"
"Simply I just loved it with great thanks. :)"
"Great product A+"
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Notion can be used for a wide variety of personal or business purposes. You can take notes, create a daily journal, track your progress as you build new habits, manage your finances, or run an entire company. Check out our template gallery to discover more uses.