Advanced Personal Finance

Most templates track either your monthly budget or your net worth.
This one does both — in one connected dashboard.

Advanced Personal Finance helps you manage your daily income & expenses while keeping an eye on your total net worth. With everything linked together, you’ll always know not only how much you spend each month, but also how your assets and liabilities grow (or shrink) over time.

✅ What’s inside

📊 Finance Tracker

Track monthly income and expenses
Separate databases for Income & Expenses with categories and sources
Automatic calculation of monthly savings (Income – Expenses)
Quarterly and yearly breakdowns

💰 Net Worth Tracker

Assets: Cash, Bank Accounts, Investments, Real Estate, Car, etc.
Liabilities: Credit Cards, Loans, Mortgage, Other Debts
Automatic Net Worth calculation (Assets – Liabilities)
Progress tracking towards your financial goals

📑 Reports & Statistics

Monthly and quarterly overviews of your finance
Your current net-worth combined

🎯 Why it’s valuable

Two in one: Track your budget and your net worth in a single dashboard.
Clarity: Know both your short-term spending and your long-term financial position.
Plug & play: Comes with pre-filled dummy data to get you started instantly.
Simple but powerful: Designed for individuals, students, and professionals who want control over their money.

💡 How to use

Duplicate the template into your Notion workspace.
Log your income & expenses in the Finance Tracker.
Update your assets and liabilities in the Net Worth Tracker.
Check your monthly reports to see savings, net worth growth, and progress toward goals.

⚡ Price: $4 — affordable, powerful, and ready to use.
Get full control over your money — today.

Add to cart

With this template you get everything you need to see your money clearly. The Finance Tracker helps you log income and expenses, check your monthly savings, and review quarterly totals. The Net Worth Tracker shows all your assets and liabilities in one place and calculates your net worth automatically. Both trackers are connected in a single dashboard, so you can finally see your spending and your total wealth side by side. It’s simple, clean, and ready to use — just replace the sample data with your own.