Minimalist Personal Finance Tracker
What is it?
Track your personal finances on a daily basis with this ready-to-use Notion Template.
The Minimalist Personal Finance Tracker has been designed with:
- Aesthetics and minimalism to ensure clarity and favour consistent discipline
- Easily customisation options to tailor it your own preferences
- Desktop-, Tablet- & Mobile-responsiveness to have no excuse!
What's included?
The template is based on two databases (incomes and expenses) to capture, compute and archive all your cash flow transactions so that you can track:
- Yearly Financial Goals: start with writing down your smart financial goals
- Balance Account: track monthly net balance with synced calculation of incomes & expenses
- Income: track all income streams (salary, side businesses, investments...)
- Expense: track all expenses with pre-built categories and payment methods
- Monthly Overview: organise by multiple filters (categories, month, year) and views (gallery, table)
- Archive all past transactions: to never loose a line of transaction
- User Guides: to explain how to use the template
Who is that for?
- Newbies who are just getting started and who want to take control of their personal finances.
- Intermediary/Advanced individuals who want to track spending for a period of time to assess their inflows and outflows.
How to get started?
- Get Notion (it's free!)
- Download the Template (it's free too!): once you've been redirected to the template, simply click "Duplicate" on the top right corner to copy it to your Notion workspace.
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Want more?
If you want to transform your relationship with money once and for all, I've developed a Money Coaching Programme, where you can learn all the successful investors' skills and adopt healthy financial habits in 4 months! Find out more about it, here!
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About me
I’m Sophie, a former Wealth Manager and a Money Coach. I’ve created HØDL by design to help individuals to transform their relationship with money once and for all. This includes - but is not limited to - teaching how to read between the lines of your financial advisor, creating sustainable financially habits, and sharing professional secrets to reach financial health. I like to geek about economics trends, human thinking and behaviour.
Contact me
DM for feedback and/or questions: sophie@hodlybydesign.xyz
Connect with me: LinkedIn | Website
Keywords
#FinancialPlanning #Budgeting #CashFlowTracker #MoneyTracker
*All icons used are designed by icons8.com
A minimalistic tool to track your personal incomes and expenses on a daily basis and get an overview of your current balance for better financial decision-making.