Advanced Personal Finance

See your money clearly — both monthly spending and total wealth.

Most templates track either your budget or your net worth. Advanced Personal Finance combines both in one connected dashboard.

What’s inside

• Finance Tracker — log your income and expenses, check your monthly savings, and review quarterly totals.

• Net Worth Tracker — record your assets and liabilities and automatically calculate your net worth.

• Integrated Dashboard — see your monthly finances and total wealth side by side.

• Reports & Statistics — monthly and quarterly summaries with savings and net worth progress.

• Pre-filled sample data — ready to use, just replace with your own numbers.

Why it’s valuable

• Two in one: Budget + net worth, finally together.

• Clarity: Understand your short-term spending and long-term wealth at a glance.

• Plug & play: Comes with dummy data so you can start instantly.

• Simple but powerful: Perfect for individuals, students, and professionals.

How it works

1. Duplicate the template into your Notion workspace.

2. Add your income & expenses in the Finance Tracker.

3. Update assets & liabilities in the Net Worth Tracker.

4. Use the dashboard and reports to track your progress every month.

Price: $4 — affordable, simple, and ready to use. Get full control of your personal finances today.

Watch preview of the template on Youtube: https://youtu.be/2IaQHpmxGWc