Personal Finance Planner Notion Template

Want to buy a house one day? I might just have the help that you need...

From tracking to understanding your finances, this Personal Finance Planner will help you get on top of your finances and investments, set ambitious money goals, track your progress towards them, and plan for the future. All in one place!

This Financial Planner helps you with:

✅ Setting short, medium and long-term financial goals and visualising your progress towards achieving them

✅ Understanding your net worth

✅ Keeping track of your credit score

✅ Staying on top of your subscriptions

✅ Tracking your income sources

✅ Budgeting

✅ Tracking your investments and savings

✅ Planning your financial future

In addition, you will get:

✨ A Money Workbook to help you understand your emotional relationship with money

✨ A Glossary to help you understand the most important money terms and their meaning

Together we'll get one step closer towards financial stability and wealth 💪

The databases in the planner are set to USD at the moment, but this can easily changed in your settings.