Incomes & Expenses & Investments Manager

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$9.00

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ake full control of your finances with this all-in-one Notion template designed to help you track income, expenses, investments, recurring bills, and personal funds in one powerful dashboard.

This system gives you a clear financial overview, helping you understand where your money comes from, where it goes, and how it grows — without complex spreadsheets or manual calculations.

✅ What’s Included

📊 Money Overview Dashboard with interactive charts
➕ Income tracking (salary, business, freelance, loans)
➖ Expense management with categories & payment methods
🔁 Recurring payments tracker (rent, internet, subscriptions)
📈 Investment tracking (stocks, crypto, business, farming, etc.)
🛡️ Funds planning (emergency, medical, travel, investments)
📅 Monthly summaries & trends (automatic calculations)

🚀 Key Benefits

Automatic totals & progress tracking
Visual insights with charts & graphs
Easy to use — no formulas required
Fully customizable to your lifestyle
Works on desktop & mobile

👤 Who Is This For?

Employees & freelancers
Entrepreneurs & investors
Anyone who wants better money control
Beginners & advanced Notion users

🧩 How It Works

Duplicate the template to your Notion workspace
Add your income, expenses, and investments
Watch your dashboard update automatically
Make smarter financial decisions

⚠️ Important Notes

This is a Notion template, not financial advice
Requires a plus Notion account (because the free notion account allow only one chart display)
Digital product — no refunds

📥 Start managing your money with clarity and confidence today.

You will get a PDF (1MB) file

FAQs

This is a Notion template designed to help you manage your income, expenses, investments, recurring bills, and personal funds in one centralized dashboard. All calculations and charts update automatically as you add your data.
Notion is a free productivity and organization tool that allows you to create databases, dashboards, notes, and systems. This template works inside Notion and requires a premium Notion account (plus plan) to use. because the free notion plan provides only one chart, but this template contains many charts, to use the free account use this template https://payhip.com/b/SaZv6
You will receive a complete personal finance system, including:
- Income tracking
- Expense tracking
- Investment tracking
- Recurring payments
- Monthly summaries
- Interactive charts & graphs
- Emergency, medical, travel, and investment funds
Everything is already set up and automated.
Paid plan (Plus)✅
You need a notion paid plan (Plus plan) that support the display of all charts
Because the free plan of notion allows only one chart
After purchase, you will receive a Notion template link.
Click “Duplicate” in the top-right corner and the template will be added to your Notion workspace.
Yes ✅
No formulas or technical knowledge are required. Just enter your income, expenses, and investments — all calculations and charts update automatically.
Absolutely.
You can:
- Add or remove categories
- Rename sections
- Change currencies
- Edit charts and views
- Adapt it to your personal or business needs
The template is 100% customizable.
Yes 📱
The template works on Notion Desktop, Web, and Mobile (iOS & Android). For the best experience, charts are easier to view on desktop or tablet.
Yes ⚙️
Totals, monthly summaries, charts, and fund progress are automatically calculated using built-in Notion formulas. You don’t need to touch any formulas.
No.
This template is a personal finance organization tool, not financial or investment advice. It helps you track and visualize your money, but decisions remain yours.
This is a digital product, so refunds are not available.
If you have any issues accessing or duplicating the template, feel free to contact support.

Incomes & Expenses & Investments Manager

✅ What’s Included

🚀 Key Benefits

👤 Who Is This For?

🧩 How It Works

⚠️ Important Notes

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FAQs

❓ What is this product?

❓ What is Notion?

❓ What is included in this template?

❓ Do I need Notion free or a paid plan?

❓ How do I access the template after purchase?

❓ Is this template beginner-friendly?

❓ Can I customize the template?

❓ Does this template work on mobile?

❓ Does it calculate everything automatically?

❓ Is this financial advice?

❓ Are refunds available?