Made for Notion

Finance Manager

Effortlessly track your finances and get automatic monthly reports and powerful charts designed to simplify your financial journey.

Get Instant Access

100+ users

What you’ll get

Includes Over 10+ Pages Covering All Aspects of Your Finance.

Investments

Add all your stocks and monitor your investments to see your wealth grow over time.

Transactions

Track your incomes and expenses, create monthly budgets and more.

Transactions Sync

Finance Manager works flawlessly with Finta to let you sync your transactions automatically.

Credit Cards

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 saving goals to buy any item in your wish list or as an emergency fund and see the savings progress.

Subscriptions

Manage all your subscriptions in one place.

Monthly Budgets

Create Monthly budget for each category and see progress.

Wealth Tracker

Track all your asset value and see your wealth grow over time.

And much more..

Get Instant Access

The perfect finance manager you will ever need. It has everything”

Miguel Pascual

Template Tour

Take a Tour of Finance Manager

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 Sync

Finance Manager supports integrations with Finta, which can automatically sync all your bank transactions with details like date, account and category.

Note: This feature requires a subscription to Finta.

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.

Custom Project

Build Your Notion from Scratch

Create a unique and tailored Notion template with our team from the ground up.

Learn More

Custom Project

Build Your Notion from Scratch

Create a unique and tailored Notion template with our team from the ground up.

Learn More

Custom Project

Build Your Notion from Scratch

Create a unique and tailored Notion template with our team from the ground up.

Learn More

What's inside

The Homepage

Accounts

Transactions

Credit Cards

Investments

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!

Nneamaka Etudo

Features

There Is More...

Track lending

Track lending to friends and relatives and see how much you are yet to recieve from them. See stats like how much you are lending and recieving monthly and a pie chart of all your lendings.

Create Saving Goals

Create saving goals 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 includes a setup instructions which will guide you on how to setup and start using it.

Unlimited free updates

All out template gets free updates for lifetime.

Get ongoing support

We provide lifetime support for any help or queries regarding our template.

Pricing

Pay once, use forever

Finance Manager

$49

/Forever

Get Access

Incomes & Expenses

Accounts Management

Monthly Budget

Credit Cards

Investments

Monthly & Yearly Reports

Subscriptions

Debts

Savings

Lending

Wealth

Custom Currency

Automatic Transactions Sync

All Templates Bundle

$130

$255

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Testimonials

What People Say

⭐⭐⭐⭐⭐
Very good, works well with a simple use and a beginner friendly interface
Jan 18, 2025
Cisco
⭐⭐⭐⭐⭐
It is almost so I just changed a few titles and bam! I am going to spend some money now 🤑 ... Anyway, thanks for creating this amazing yet simple template.
Jan 18, 2025
Ramazann
⭐⭐⭐⭐⭐
The perfect finance manager you will ever need. It has everything”
October 31, 2024
Miguel Pascual
⭐⭐⭐⭐⭐
It was a much-needed purchase to organize myself and my finances. It is helpful for business and personal expense tracking, etc, and Ritesh was extremely helpful in making me understand the template and organizing it with me.
January 4, 2025
Mishaal Ashok
⭐⭐⭐⭐⭐
Estaba trabajando con excel y Ilevando mis cuentas, pero esta opciön es muy versåtil
Jan 18, 2025
Edgar Samuel Alcaraz Frayle
⭐⭐⭐⭐⭐
Good
Jan 19, 2025
Imran Cavas

⭐⭐⭐⭐⭐
I feel like my own CPA!! Feeling real in charge right now. Thanks Sentele. I will be buying this template and would recommend it to anyone trying to get there money in order.
Jan 13, 2025
Dorian Hight
⭐⭐⭐⭐⭐
Really easy to use. Thank you so much for this amazing template
Jan 15, 2025
Sabila
⭐⭐⭐⭐⭐
Great template, there is a very easy to follow Tutorial in gif format that makes this template very accessible to beginners. Thanks!
Jan 18, 2025
miss mona
⭐⭐⭐⭐⭐
This model is well complete and very practical !!!
Jan 16, 2025
Fitia Ny Aina
⭐⭐⭐⭐⭐
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!
January 4, 2025
Nneamaka Etudo
⭐⭐⭐⭐⭐
A fantastic template to have a financial plan! Easy to understand, great structure and all the important information in one place.
Jan 16, 2025
Nate

FAQs

We’ve got the answers

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?

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?

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?

Still have more questions? Contact our support team.