NOTION TEMPLATE

Finance Tracker

Template for notion.SO:

sort by transaction type
filter account types
compare months + Categories at a glance

Plus some of my favourite finance resources and podCASTS!
 

Track your monthly spending. Do the trendy transparency Reel. See where tf your money goes.

Works everywhere you do.

The Finance Tracker lives in Notion, which is a web-based platform I best describe as 'spreadsheets on drugs'. It has a TON of functionality and is available through a web browser or via their apps for iOS, Android, Mac and Windows.

Built-In Resource Library

VIDEO walkTHROUGHs

Follow how-to videos at your own pace to see how to add transactions, customize categories, and utilize the filter features.

RESOURCES

Get links to some of my favourite finance people, podcasts and tools.

AUTOMATIC UPDATES

Your Resource Library will automatically update as we add in new episodes, tools and recommendations.

But Meaghan, how do you access my bank?
Is that secure?!

Listen friend, if you’re looking for that robust software, maybe try YNAB. This tracker was created for simplicity, a non-overwhelming way to look at your money, see where it goes every month, if things are consistent, and do with that information what you will.

You can choose to input your transactions, or I personally export my bank statements to a CSV, and copy the transactions I want into the chart.

Don't worry, there's a video to show you how.

$10

 

instant access

Requires Notion, but works with the free account (check it out here)!