Optimize your Finances

All-in-one Notion Dashboard to automate, visualize, and manage your finances 💸

Visualize your finances

📈Visualize your growth with graphs and charts integrated into your Notion Workspace.

Automate your finances

Stop worrying about constantly adding in your transactions and just automate it 🚀

Set budget and goals

Get mindful about finances 😇

Never lose track of your finances

Stop worrying and get mindful about your finances 💰

What's Inside

No better way to track your finances in Notion than this 🚀

Transactions & Budget Tracker

Automate & track your daily earnings, spending, and savings with the transactions tracker and set monthly budgets with the budget tracker.

Accounts Manager

Manage your bank accounts & cards and track transactions with them.

Subscription & Goals Tracker

Track your active subscriptions and know when to pay for them. Also connects with the budget tracker. Track your financial goals and see the progress bar go up as you save 💸

Financial Planner with Visualizations

Plan your finances for the year and months with visualizations and visualize your growth with graphs and chart 📈

(Only available in Ultimate Version)

Investment Tracker (Beta)

Track your stocks, crypto, and investments directly from Notion 📈 Look at the live feeds of stocks, cryptos, etc with widgets from Trading View.

(Only available in Ultimate Version)

...and more!

Happiness Tracker

😀 Track your happiness with your purchases. Get more mindful about your purchases.

Internal & External Automations

⚙️ Stop worrying about constantly adding in your earnings from Stripe, or spendings from PayPal.

Visualizations

📈 Visualize your growth with graphs and charts integrated into your Notion Workspace.

Available in 3 themes

Three versions of the finance tracker where one version is superior to the other.

Pricing

Supercharge your finances with Notion ⚡

Basic

$9

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Transaction Tracker

Internal Automations

Accounts (Bank & Cards)

Set your Budget

Happiness Tracker

Basic 3D icons

Smart

$19

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Everything in Basic

External Automation (Zapier, ㅤ ㅤ ㅤ Automate.io, or Integromat)

Subscription Tracker

Finance Goals Tracker

Gradient 3D icons

Ultimate

$29

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Everything in Smart

Finance Planner

Visualizations (charts, graphs, etc.)

Investment & Crypto Tracker

Debt Tracker

Premium 3D icons

All future updates like Debt tracker, ㅤetc.

Frequently Asked Questions

How to use the Smart Finance Tracker?

You can easily duplicate this template and get started using it. There will also be a video guide that you watch to get started with the template.

Will it work with the free version of Notion?

Yes, once you've made your purchase, a link with be sent to you to duplicate this to your Notion workspace.

Can I duplicate this template to share with my team/friends?

No, this is temple is published under personal license for individual use.

How to integrate automation on my Notion workflow?

There will be automation guides that you can follow to integrate automations into your workflow.

Which version to choose?

Observe all the features in the pricing section and look at what features do you need in your finance tracker and get that.

Still have questions?

Send me a DM on Twitter or email to atul@atulanand.co

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