Notion Finance OS – Budget & Reports Dashboard

Take full control of your finances with this all-in-one Notion dashboard, built for clarity, growth, and long-term wealth. Whether you're budgeting monthly expenses, tracking investments, or analyzing your net worth — this powerful system brings everything together in one smart, streamlined workspace.

✅ What’s Included

• 💼 Bank Accounts – Track balances across checking, savings, and digital wallets
• 📊 Budgeting – Plan monthly spending with real-time comparison to actual expenses
• 💸 Transactions – Record and categorize all income & expenses
• 🎯 Savings Goals – Set, track, and celebrate financial milestones
• 📈 Investments – Log assets, ROI, and portfolio value
• 📉 Debts – Track loans, credit cards, and payoff progress
• 🔁 Recurring Payments – Monitor subscriptions, bills, and due dates
• 🧾 Taxes – Organize taxable events, receipts, and year-end summaries
• 📚 Financial Education – Learn and grow with curated resources by topic
• 🛍️ Shopping List – Plan intentional purchases and reduce impulse spending
• 📆 Reports & Analysis – View monthly, quarterly, yearly, and all-time financial performance

📆 Smart Time-Based Reports

• 🔹 Monthly Overview – Income, expenses, savings, and trends
• 🔹 Quarterly Insights – Compare Q1–Q4 performance and progress
• 🔹 Yearly Review – Big-picture perspective across each year
• 🔹 All-Time Financial – Lifetime net worth, income, and goal tracking

🌐 Another Currencies Available

Choose the version that fits your region:

• 🇬🇧 GBP Version
• 🇪🇺 EUR Version

🛠️ Fully Customizable

• Built 100% in Notion — no third-party tools required
• Easily adapt to your lifestyle, currency, and goals
• Clean layout, minimal design, and mobile-friendly

🔒 Perfect For:

• Students managing their first budget
• Professionals tracking income, debt, and investments
• Creators, freelancers, and digital nomads
• Anyone on a financial growth or FI/RE journey