Personal Finance Dashboard Pro (Notion Template)
Take full control of your finances with an all-in-one Personal Finance Dashboard for Notion.
Track your expenses, income, savings, and investments in a powerful, structured system designed to give you a complete financial overview.
Built for people who want more than just a tracker, a real financial management system.
What You Can Do
• Track income and expenses automatically
• Monitor your budget and spending
• Manage multiple financial accounts
• Track savings goals and progress
• Manage your investment portfolio
• Get a complete financial overview in one dashboard
Key Features
📊 Summary Dashboard
• Budget overview
• Expense breakdown
• Savings progress
• Investment portfolio
• Account balances
💸 Transactions System
• Expenses, income, savings, investments
• Automated calculations
• Clean and fast input
🎯 Savings Goals
• Define goals and deadlines
• Track contributions automatically
📈 Investment Portfolio
• Track assets (stocks, ETFs, crypto)
• Monitor portfolio value
• Built-in structure for long-term tracking
⚙️ Budget & Categories
• Custom expense categories
• Monthly budget limits
• Automatic tracking
🚀 Advanced Feature (Unique)
Live Investment Price Automation
Automatically update your investment prices using a script connected to
Yahoo Finance.
✔ Runs every hour
✔ Fully automated
✔ Optional setup
📘 Included Guides
This template comes with complete step-by-step documentation:
• Getting Started (2-minute setup)
• Summary section guide
• Transactions guide
• Setup & details guide
• Live investment automation guide
Who This Is For
• Individuals serious about managing their finances
• Freelancers and professionals
• People tracking savings and investments
• Anyone wanting a complete financial system
Why This Template
Unlike basic trackers, this is a structured financial system:
• Clean architecture
• Automated calculations
• Scalable setup
• Beginner-friendly with guides
How to Use
- Duplicate into your Notion workspace
- Follow the Getting Started guide
- Begin tracking your finances
@0point