Get This Template
Get the
Finance Tracker OS
✓ Free Updates
✓ One-Time Payment
✓ Lifetime Access
WHAT IT IS
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.
1 Template
WHAT IT HELPS YOU DO
Track All Accounts, Balances and Savings
List all money-holding accounts in one structured place
Record current balances that reflect real-world amounts
Track savings goals, target amounts, and monthly saving progress
Record debt as negative balances for accurate totals
Log transfers between your own accounts
Compare available money with savings allocations for reflection and planning
Categorize accounts by type and color for quick visual reference
A sneak peek inside
CORE FEATURES
Everything the system is built on.
Money Accounts
Record all accounts with current balances and account types
Savings Fund Tracker
Track goals, target amounts, monthly saving amounts, and progress
Money Transfers Log
Record movements between your own accounts
Money Accounts vs Savings Fund View
Compare available money with allocated savings
Negative Balance Support
Track debts and obligations directly within accounts
Categorization Guide
Color-coded account types and savings fund categories
AI Prompts
To help identify account and savings category types
The Process
From duplicate to daily use.
Example entries
Multiple views
Flexible layout
Light / Dark
Any Notion plan
