Advanced Financial Planner

The most complete financial system for Notion for those who are taking their finances seriously. Take the tracking of your accounts, income, assets, cards, budgets, goals, expenses and liabilities to a next level.

1. Automated networth calculator
2. Automatic financial reports across the system
3. Automatic category information with a detailed overview so you know where your money is going + reporting
   1. Organise categories in subcategories
4. Account overview with specific information for each account
   1. Quickly add transactions with automations
5. Next level income, expense, transfer and credit cards tracker
6. Financial planning and task system with smart prioritization
   1. Urgency and importance tracking to help you organise when to act (automatic flavour text pops up to help you strategize)
7. Goal tracker with money vault (accounts database) to help you fund your dreams
   1. View your goals on a beautiful visionboard
8. Track your assets, investments, and liabilities
9. Document tracker that your bookkeeper will love you for
10. Special pages to help your data input and export
11. Quickly organise your finances by year to track from 0 and facilitate tax compliance
12. Output as many currencies as you need
13. Use Notion calendar to view important financial information (use per view or an entire database)
14. Use Notion's Mermaid block (free) to manually create graphs or use an external app (Free and paid) to automatically create graphs

Currencies available:

• Euro
• Dollar (American, Australian, Canadian)
• Pounds
• Brazilian Reais (NOT in Portuguese)

-> View images and video for more details in the system 🖤

----

Due to the nature of digital products, all sales are final.