Financial insights instantly
Analyze your personal finances effortlessly with detailed stats.
Take control of your financial management. The top solution for handling your finances in Notion.
Trusted by teams and individuals at:
Essential tools for optimize your financial tracking.
Analyze your personal finances effortlessly with detailed stats.
Easily track and monitor your progress toward goals.
Track and manage your debt payments with ease.
Get a detailed summary of your finances with a comprehensive dashboard.
Access a variety of features built to streamline your financial monitoring.
Discover versatile tools for managing your personal finances.
Over 20 accounts in Standard, and 50+ in Advanced.
30+ income categories and 80+ expense categories.
Automated quarterly report generation.
Detailed monthly budgeting by expense categories.
Simplified tracking of accounts receivable and payable.
Ticker Tape Widget and Real-Time Chart by TradingView®.
Save time with quick actions, the new feature in Notion.
Achieve more with the powerful new Notion formulas.
See why our templates are customer favorites.
I particularly liked the monthly budget progress bar feature without having to worry about assigning each transaction to a specific month (like in other templates). I can keep track of how much I've spent in each category so far.
Love it. Very helpful for tracking finances.
It comes with a ton of examples, illustrations, instructions, and videos. I spent the whole Saturday reading and exploring the functions of this template. It's really comprehensive and complete, thank you for this.
I admit that it was a bit overwhelming to use at first, but nothing too complicated when you realize there are only two types of transactions in this template. I recommend it 100%. Super useful 😍.
I loved the wishlist, it’s beautiful. My aunt told me about this template.
Aesthetically, it’s a very beautiful template. It has the unique feature of including cover images in both light and dark modes. I liked the bills and subscriptions section, thank you Flocelo.
"Ever since I started using this template, I've been more organized with my finances. Something in me changed; I was able to save more money and figure out where I was wasting it."
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Got questions about Notion or this template? Here, we've compiled answers to some commonly asked queries.
The main difference is that any version of Finance OS includes a Debt Tracker, a Loan Tracker, and a Cash Flow Explorer. Additionally, the Advanced version has a Stock Portfolio. These features are not available in the Finance Tracker Extended.
When you purchase any version, you will have access to 10 Finance OS templates with different currencies, so you can use the one that suits you best or use multiple at the same time.
The Standard version includes 33 accounts in total, which cover bank accounts, payment platforms, cryptocurrency platforms, savings accounts, cash, credit cards, and e-commerce platforms. The Standard version does not include Neobanks.
The Essentials version includes 50 accounts in total, including all accounts in the Standard version, plus 9 accounts from the most popular financial institutions and 8 Neobank institutions. The Essentials version does include Neobanks.
The Advanced version includes 60 accounts in total, including all accounts in the Essentials version, plus 11 accounts from the most popular financial institutions in America/Europe and 16 Neobank institutions. The Advanced version also includes Neobanks and a Stock Portfolio with TradingView widgets to track stock prices and performance.
Regardless of the version you choose, you will receive over 120 cover images with some of the most popular financial institutions in America and Europe. Additionally, you will receive the respective icons of these institutions in .svg format.
The cover images are in .png format.
The template includes an internal user guide with sections and chapters, as well as videos showing the steps to follow.
Additionally, if you choose the Advanced version, it provides a step-by-step guide on how to create your own pie chart using a free external service to Notion.
You can always contact me here or send me an email at flocelonotion@gmail.com
After purchase, you will receive links that will direct you to the Notion Finance OS templates. Simply duplicate the template to your Notion workspace, and you're ready to start using it!
Absolutely! You can use this template with the free version of Notion without any issues.
Yes, you will receive future versions and updates of this template at no additional cost.
Flocelo
Notion Certified
Creator
I’ve helped over 10,000+ individuals worldwide become more organized and boost their productivity with Notion.
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