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Finance OS

Take control of your Finances With Finance OS you have full control of your personal finances, your budget and your income and expenses! The easiest way to manage your personal finances. Easy content access.

$10

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Take control of your Finances

With Finance OS you have full control of your personal finances, your budget and your income and expenses! The easiest way to manage your personal finances. Easy content access.

Create financial overviews, evaluate, track and manage your money! Keep an eye on your budget, manage your money and various bank accounts, categorize expenditures, discover new ways to save money, load current exchange rates, manage your finances on different devices, categorize your transactions, create recurring income and expenses and analyze your current and future finances! 

Finance OS includes the 8 pillars of personal financial management. You can customize everything in order to let the template fit your needs and work for you.

  • Bank Account create your bank vault inside Notion. Define a balance and start tracking your daily transactions. With the Finance OS you can add as many accounts as you want.

  • Transactions a general database for all the transactions. Categorize everything in order to analyze over time how much you spend per category and understand if you have to decrease some expenses.

  • Transfers made easy. Easily transfer money between your bank accounts and your goals.

  • Card Management: Capture details of every card, be it credit, debit, or loyalty. Stay updated on limits, dues, and expiry dates.

  • Investments a template entirely dedicated to storing your investment transactions. Create a logbook of your past investments and track how they perform.

  • Automatic reports every transaction will be auto-sorted and grouped to create a new page every month and year. Inside this page, there's a report displaying all the entries and expenses so you can have a financial overview of what you did in that period.

  • Savings reduce useless expenses and save money for your wish list or for future investments.

  • Budget by categories help to track all your expenses

  • Advanced Subscription Management. Advanced subscription tracker that connects with your accounts. It tells you your last payment and your upcoming payment as well. Plus it tells you the total money you spent till now.

  • Monthly and Yearly Overview. See your incomes and expenses by month and year.

  • Achieve your Financial Goals. Save up for your wish list and lower your debts

Frequently asked questions (FAQ)

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What is a Notion Template?

A Notion template is a published Notion page that can be duplicated. Share the page to your preferred workflows as well as duplicate other processes that you want to employ.

How do i use a Notion Template?

Simply follow these instructions to copy a template:

1. Locate the template you want to duplicate.
2. From the dropdown menu, choose the workspace where you want to clone the template.
3. Select the "Duplicate" button, which is highlighted in blue.

If you are already logged in, the template will be copied in your preferred workspace. If you are not logged in or do not have a Notion account, you will be required to sign in or establish one before continue.

How do i share a Notion Page?

Sharing a Notion page allows you to collaborate with individuals both within and outside your workspace.

Follow these steps to share a page:

1. Start by locating your Private page in the sidebar.
2. Navigate to the top right corner of the page and click on the "Share" button.
3. Choose the "Add People" option from the menu.
4. In the provided box, enter the email address of the person you wish to share the page with.
5. Select the appropriate level of access from the available options, such as full access, view-only, or commenting rights.
6. Finally, click on the "Invite" button to send the invitation.

What are some popular Notion integrations?

Notion integrates with various apps and services, including Slack, Google Drive, Zapier, and more. These integrations allow you to enhance Notion's functionality and streamline your workflows.

What is Notion AI and how can I use it?

Notion AI can help you write better, faster, and more creatively by generating, transforming, and summarizing text. You can also use Notion AI to automate simple tasks, such as creating action items, translating languages, or explaining technical terms.

How can I use Notion formulas and databases?

Notion formulas and databases are powerful features that allow you to create custom properties, calculations, and views for your data.

You can use formulas to perform operations on your database properties, such as adding numbers, combining text, or finding the time between two dates.

You can also use databases to store and organize different types of information, such as tasks, notes, projects, or contacts. You can create different views for your databases, such as tables, calendars, boards, or galleries.

Finally, you can also link databases to each other using relations and rollups, which enable you to access and manipulate data across multiple databases.

How can I collaborate with others on Notion?

You can collaborate with anyone you want, and control their level of access and permissions. Here are some ways you can collaborate with others on Notion:

1. Add members to your workspace: Invite teammates, friends, or clients to collaborate on pages. Create groups for easier sharing.

2. Share individual pages: Invite specific people to view, comment, or edit pages. Useful for external collaboration or sharing confidential content.

3. Publish pages to the web: Transform pages into public websites accessible via a link. Enable comments and permit page duplication, ideal for blogs, portfolios, and more.

How can I import and export data to Notion?

You can import and export data to Notion in various formats, such as PDF, HTML, Markdown, CSV, and more.

To import data, you can use the Import button on the left sidebar of any Notion page and choose the file format you want to import from.

To export data, you can use the Export option from the ••• menu on the top right corner of any Notion page and choose the file format you want to export to.

You can also export your entire workspace or include subpages in your export.