Yieldly Notion Finance Dashboard | Budget, Net Worth, Debt & Dividend Tracker | NL + EN
Run your whole financial life from one connected Notion dashboard — budget, net worth, debt payoff, investments and dividends, savings goals, plus a Dutch Box 3 tax estimator. Tag a transaction and the budget updates itself. Clean, calm, mobile-friendly, and included in both Dutch and English.
— WHAT'S INSIDE —
Dashboard — net worth, money left this month, total debt, annual dividend, all at a glance
Budget — monthly targets per category, spending rolls in automatically (50/30/20 ready)
Transactions — one log for income and expenses, month + category views
Net Worth — assets & liabilities with a monthly net worth history log
Investments & Dividends — gain/loss, yield-on-cost, dividend calendar, monthly income
Debt Payoff — snowball/avalanche with progress bars and a payoff estimate
Goals — savings goals with progress bars and monthly targets
Box 3 Estimator (NL) — enter this year's rates, get your estimate
— HOW IT WORKS —
This is a Notion template, not a file. You receive a PDF with a private link that duplicates the whole dashboard into your own Notion in one click. You need a free Notion account (the free plan is enough). Works on desktop, tablet and mobile.
— GOOD TO KNOW —
Notion has no live prices, so you update holdings manually (a monthly habit) — nothing to break. This dashboard uses tables and progress bars rather than native Notion charts (Notion's free plan limits charts workspace-wide) — every number is still live and accurate, just shown as a table instead of a graph. NL + EN both included.
Box 3: the estimator calculates from the rates you enter — always verify at belastingdienst.nl. Not tax advice.
License: personal use only, not for resale or redistribution.
Questions? Message me on Payhip — replied within 24 hours.