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