The Finance Tracker - Goal, Budgeting, Net Worth, Insurance & Tax

Your Central Hub for Finance Tracking and Planning

Our Notion Template provides tools for financial management, enabling better budgeting, wealth tracking, and financial goal achievement, paving the way for your financial stability and success.

• Comprehensive Finance Management: From budget and net worth to tax documentation.
• Expense and Income Management: Track your spending and income, monitor your budget, and set targets.
• Effective Budgeting: Develop and manage budgets for your income and expenses.
• Net Worth and Advanced Finance: Monitor your net worth and receive advanced financial insights.
• Financial Ratio Calculations: Automatically calculate seven key financial ratios.
• Tracking and Monitoring of Assets and Liabilities: Keep a close eye on your assets and liabilities to understand your financial position better.
• Tax and Insurance Documentation: Maintain records and keep track of your taxes and insurance.
• Financial Goal Tracking: Monitor your financial goals based on the value of your assets.
• Categorisation Tools: Organise your expenses, income, assets, and liabilities.

Enhanced Budgeting Capabilities

Our budgeting tool offers sophisticated features such as the ability to exclude certain transactions, track budgets on a monthly basis, and monitor specific payment accounts.

Comprehensive Wealth Tracker and Financial Health Analysis

• Track your assets by category for a detailed financial overview.
• Analyze your financial health using seven key Financial Ratios.

User-Friendly Design and Seamless Navigation

• Our intuitive Tab System simplifies navigation through our template.
• All features are conveniently gathered in one Menu Section for easy access.

Versatile Financial Widgets

We offer a variety of Financial Widgets that you can use to personalize your workspace to suit your needs.

Instructional Tutorial Guides

We provide comprehensive video and step by step tutorials to ensure quick and easy adaptation to our template.

Frequently Asked Questions

How do I start using it?

After purchase, you will receive a link to duplicate The Finance template along with a video tutorial on how to use it and get onboard.

Is there a recurring fee for this?

No, there isn't. You are also entitled to all future updates. We regularly release new updates to continually improve our template.

Is there Customer Support?

Yes, you will gain access to our email support once you've paid for the template.

Is there a Refund Policy?

Unfortunately, due to the nature of the product, we can't offer a refund policy. Therefore, we provide as much information as possible before your purchase. All features are listed and will function as promised.

Who is NFET (Notion for Everyday Things) Team?

We are a group of Product Designers with experience in building tech products and co-founding a Fintech company. After hundreds of hours of research and experience, we have created numerous templates. We are always open to feedback for improvement. Our goal is to help people gain control over their lives and finances.

The NFET Team is Notion Certified and our template has been downloaded thousands of times. We are also Recommended Creators on Notion Template Center.