Notion finance tracker
After trying several free and paid templates, I decided to create my own tool with all the good things I found on them, but adding a function that I missed in every single one that I needed in order to have an advanced and realistic cashflow in Notion: a forecast, so I'd be able to know my finantial situation from today to end of month, year, or whenever I need, far away than a "simple" cashflow.
You can try it, here: https://bit.ly/3X95RVl
What will you able to do with tool?
- Control incomes and expenses from all your bank accounts and your payment gateways, as PayPal or Stripe.
- Automate fixed monthly expenses generation.
- Plan your incomes and expenses activity, recurrent or not.
- A monthly, quarterly and yearly balance report resume.
Who's for this tool? You can benefit from this template if you have a Business and don't know where to start with your finantial plannification and want to know how muchs you have to pay, earn, and when.
I.e.: reduce the risk of going bankrupt because, i.e., you've spent more than you will income.
Do I need to have any accountant knowledge? No. I'm interior design and have developed this tool for my own business.
What's the difference between this tool and the others you can find over the internet? With this tool you'll be able to sync you bank accounts and payment gateways' balance so you will know your finantial status from today to whenever you've planned your activity. You'll be able to know if you can buy or invest, or if you should earn a bit more yet to achieve your goals.
Comming next:
- PRO version, where you'll be able to link your activity with your invoices and expenses, and even with projets.
- French version.