Your complete personal finance system. Built for clarity. Runs on Notion.

👋 Before You Do Anything

Duplicate this template to your own Notion workspace before editing.

This system tracks:

• 💳 Account balances (auto-calculated)
• 💸 Income & expenses (categorized)
• 🏦 Loans & debt payments (progress tracking)
• 📄 Subscriptions (renewal alerts)
• 🎯 Savings goals (visual progress)
• 📊 Net worth (monthly snapshots)

⚡ Setup in 5 Steps

Step 1 — Add your accounts (5 min)

Click Create Account in Quick Actions

Add every account you use:

• Checking / current accounts
• Savings accounts
• Credit cards
• Digital wallets