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Money
WHAT IT IS
Track All Accounts, Balances and Savings
Know exactly how much money you have — across every account, card, and savings goal — in one structured space.
A money management system built inside Notion that automatically pulls data from your Income, Expenses, Project Expenses, and Savings Fund databases. Every transfer, every transaction, every account balance — all visible at a glance.
WHAT IT HELPS YOU DO
Track every money account by type — bank, app, card, cash, person, web
Reconcile transactions with built-in verification tables
See savings projections based on your goals and projects
View Money Accounts vs Savings Fund side by side
Track money transfers accurately across both Money and Month databases
Color-categorize accounts by intent — Liquidity, Investments, Liabilities, Hybrid
CORE FEATURES
Money Database — central hub pulling from Income, Expenses, Project Expenses, and Savings Fund
Money Transfers Tracker — record transfers correctly across all linked databases
Money Accounts — organized by type with starting balances and verification tables
Savings Fund — projections showing money saved based on Savings Projects/Goals
Color-coded Net Worth Buckets — Liquidity, Investments, Liabilities, Hybrid
Card type categorization — Bank, Transport, Shopping, Payment & Wallet cards
Auto-calculated balances based on transactions
This is your system — the one that shows you exactly where every dollar lives.
1 Template
Finance Tracker OS
Your complete personal operating system in Notion. Design your life, one system at a time.
© 2026 Digital Brain OS · Built with care by Neha.