What you’ll get
Transactions
Track your incomes and expenses, create monthly budgets and more.
Investments
Track your investments automatically through Finta and see your wealth grow over time.
Transactions sync
Finance Manager works flawlessly with Finta to let you sync your transactions & Investments automatically.
Credit card
Track your credit card payments, limits, utilization and more.
Debt
Manage all your loans with their connected account. See loan progress and amount left.
Lending
Track lending to relatives and friends and see how much you yet to receive.
Report
Get automatic monthly & yearly reports with transactions summary and cashflow.
Saving goals
Create a savings goal to buy from your wishlist or as a emergency fund and watch the savings add up.
Subscriptions
Manage all your subscriptions in one place.
Monthly budget
Create Monthly budget for each category and see progress.
Wealth tracker
Track all of your asset values and see your wealth grow over time.
And much more..
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The perfect finance manager you will ever need. It has everything”
Template Tour
Benefits
The Best Notion Finance Manager
We have carefully crafted this template with every tool you need to manage your finances.
Request in any currency!
• USD ($)
• EUR (€)
• GBP (£)
• KRW (₩)
• JPY (¥)
• CHF
• INR (₹)
or any other currency!
Automatic Transactions
& Investments Sync
Finance Manager supports integrations with Finta, which can automatically sync all your bank transactions and investments with details like date, account, and category.
See Your Wealth Grow Over Time
Log your assets monthly, track your net worth over time, and visualize asset allocation with a pie chart.
Gain Financial Insights with automatic Monthly & Yearly Reports.
Get automatic monthly & yearly reports with a summary of transactions and see cashflow for that period.
Subscriptions
Debts
I sincerely enjoyed this template as I wanted to take my investment journey seriously this 2025. Ritesh was kind and even helped me get the template in Naira version. Highly recommend a million times over!
There Is More...
Track lending
Track lending to family and friends and see how much is still owed. See stats like how much you are lending and receiving monthly and a pie chart of all your lending.
Create Saving Goals
Create a saving goal for emergency or to buy a product from your wishlist. See how much you need to save daily, weekly and monthly
Additional Resources
Support That Lasts
Setup instructions
Our templates include setup instructions which will guide you on how to set up and start using it.
Unlimited free updates
All out template gets free updates for lifetime.
Get ongoing support
We provide ongoing support for any help or queries regarding our template.
Pay once, use forever
Finance Manager
Finance Manager V3
Documentation
Onboarding Instruction
Lifetime Access
Priority Support
Upcoming Updates
Upcoming New Templates
Business Bundle
$512
60% OFF
8 Premium Templates
Documentation
Onboarding Instructions
Lifetime Access
Priority Support
Upcoming Updates
Upcoming New Templates
Testimonials
What People Say
FAQs
How do I get the template after purchasing?
After purchasing the template, you will receive a link to the template. You can click on the duplicate button on the top-right corner to duplicate the template into your Notion workspace.
Is there a recurring fee for this?
What is Notion?
Do I need Notion's paid plan for this template?
Is there a refund policy?
Have any more questions?