Track And Manage Your Entire Finances From A Single Place
A Complete Operating System For Tracking Your Income And Expenses
Dashboard
Access a complete finance overview dashboard.
Account
Manage your accounts in various currencies.
Income
Track your income and know how much you are earning.
Expense
Track your expenses and search for improvements.
Transfer
Track your transfers, locals or internationals.
Budget
Establish budgets and be in control of what you spend.
Saving
Define savings goal and track the amount you need.
Asset & Liability
Monitor your assets and liabilities.
15+ templates
15+ templates to manage your finances efficiently.
Experience The Easiest Way To Track Your Finances
There Is More For You
Complete instructions
The template provides clear instructions for each part, helping you get the most out of it.
Light & dark mode
The template is designed to be compatible with both light and dark modes. Choose the one that suits you best.
Multi-device friendly
Enjoy a consistent and seamless experience across all your devices - whether it's your phone, tablet, or computer.
Why I Created This...
This system is the second premium template I created.
For a long time, I struggled to keep my finances in order, facing numerous challenges:
- Struggling to save money and failing to meet monthly goals
- Lacking a solid financial strategy
- Uncertainty about where money is being spent
- Feeling overwhelmed by multiple accounts, among other issues
I decided enough was enough. It was time to take back control of my finances, and what better tool than Notion?
With pen and paper in hand, I meticulously outlined all the components needed for a comprehensive finance system, leading to the creation of the Notion Optimal Finance System.
Now, I rely on it daily to track income and expenses, monitor account balances, manage subscriptions, and budgets.
This system has transformed my financial life, and I can guarantee you that it can do the same for you.
...And For Who?
Individual
Individuals can use this system to track their income, expenses, and savings goals. It can help them budget effectively, manage debt, and plan for future financial needs.
Business Owner
Businesses can use this system to manage their cash flow, track expenses, and generate financial reports. It can help them make informed decisions about spending, pricing, and investments.
Financial Institution
Banks, credit unions, and other financial institutions can use this system to manage customer accounts and handle transactions. It also helps them meet regulatory requirements.
Pay Once And Regain Control Over Your Finances Forever
Optimal Bundle
Gain access to all the templates I have created and any future ones
$224
One-time payment
✓ Finance System
✓ 5 additional premium templates
✓ Lifetime access & updates
✓ Future templates
✓ Complete instructions
✓ Priority support
+ Bonus: 12 simple templates
Payments are secure & encrypted
Gain access to the best templates for personal life
$107
One-time payment
✓ Finance System
✓ 2 additional premium templates
✓ Lifetime access & updates
✓ Complete instructions
✓ Priority support
+ Bonus: 12 simple templates
Payments are secure & encrypted
Finance System
Take control of your entire finances
$39
One-time payment
✓ Finance System
✓ Lifetime access & updates
✓ 2 versions: dollars ($) and euros (€)
✓ Request a custom currency for FREE
✓ Complete instructions
✓ Priority support
Payments are secure & encrypted
As an officially certified expert, I have helped over 10000 people get organized and become more productive thanks to Notion.
