Personal Finance OS - Notion template

Personal Finance OS brings your accounts, income, expenses, budgets, bills, investments, debts, assets, and financial goals into one connected Notion workspace.

Log the underlying information once, and let relations, rollups, and formulas keep the numbers updated automatically.

What’s included

Accounts

Manage checking, savings, credit cards, cash, investment accounts, and loans. Automatically calculate current balances and cash flow.

Income & Expenses

Track money coming in and going out while connecting transactions to the relevant accounts and budget categories.

Transfers

Record money moving between your own accounts without incorrectly counting it as income or expenses.

Budgets

Set monthly budgets and automatically track spending, remaining budget, percentage used, and over-budget status.

Bills & Subscriptions

Manage recurring and upcoming payments with automatic days-until-due calculations.

Investments

Track initial investment, current value, gain or loss, and return percentage.

Debts

Track loans and other liabilities. Record payments once and automatically calculate total paid, current balance, and payoff progress.

Assets

Track valuable assets and link them to related debts to calculate net equity and appreciation.

Financial Goals

Set savings targets and track progress, remaining amounts, and days left. Link goals to accounts when appropriate.

Built to work together

This is more than a collection of separate trackers.

For example, when you record an expense, it can automatically update:

Account Balance → Category Spending → Remaining Budget

Debt payments, investment returns, asset equity, and financial goal progress work through the same connected system.

Perfect for

• Personal budgeting
• Expense tracking
• Investment tracking
• Debt payoff
• Savings goals
• Bill management
• Net worth tracking
• Financial planning

One system. One financial picture.

Track it once. Connect everything. Understand your money.

Note:

Due to the digital nature of our products, all sales are final. we highly recommend reading the product description carefully and checking out any previews before you buy.