Ultimate Finance Tracker for Personal, Family and Small Business

All-in one financial system to track you personal, family and small business needs!

Using “zero-based budgeting” methodology, assign your previous month income and plan your savings and expenses for the month!

Full page preview of template available at https://bit.ly/3vFXSUh

Appreciate it very much if you can leave a rating behind! 😊

Features:

⭐ Budget & Expenses ⭐

• Set monthly budget across master categories and track by subcategories. Ability to set budget for individual subcategories as well.

• Monthly progress bar displays the amount of money left, % spend, amount of money overspend.

• Gauge how much you should spend to stay on track by comparing against real time progress tracker

• Red warning alert shows up if you exceed your budget by Nth day of the week/month

• Filter by individual category, calculate your average spendings or figure out how much to fund for the subsequent months

• Template to generate frequently used fixed and variable categories

• Add attachment to transactions

• Guide to zero-based budgeting

• Guide to quickly log day to day transactions on your mobile devices

• Guide to embed and set up your own category expenses pie chart

⭐ Accounts ⭐

• Easily transfer between accounts and reconcile balances

• Reconcile expenses to ensure they stay up to date with bank transactions

• Automatically display relevant informations on dashboard based on type of account selected. Choose between savings, credit, checking, cash and business account

⭐ Savings & Goals ⭐

• Guided formula to help plan your monthly saving targets and expenditure

• Guided formula to calculate your actual savings for the month after taking into account your overspend or underspend budgets

• Ability to track savings across months

• Set multiple saving goals, track progress, automatically allocates amount saved based on weighted percentage, automatically calculates time taken to reach goal, track total time taken to reach goals

• Automated calculates how much of your savings is allocated to your saving goals and how much left is untouched.

• Ability to archive saving goals when goal amount is reached

⭐ Reports ⭐

• Automatic monthly and yearly reports

• 12 month view and year by year view of your expenses across categories and subcategories

• Guide to embed charts into notion, hit refresh button to update charts automatically. Choose your own parameters to track across months- total net worth, change in net worth, savings, total expenses etc, or even years - total income, total side hustle etc

⭐ Shared Family Budget ⭐

• Manage shared budget with your partner using your own individual login and account

• Ability to display and edit shared information on your own personal finance dashboard

• Track you and your partner’s overall contributions and contributions across individual months

• Work towards multiple shared goals

• 12 month view and year by year view of expenses across categories and subcategories

⭐ Small business/ side hustle ⭐

• Own multiple side businesses but don’t have a separate account? Set aside master categories for your individual side businesses and track expenses by subcategories

• Learn how to create business account to track profits and losses without having to create an actual business account

• Track your business growth across months and years

✅ Lifetime upgrades

✅ No recurring charges, one-time payment

✅ One system, 3 different uses - personal, family, small business

✅ Friendly mobile view included for quick entries

✅ Light and dark mode available

✅ 57 pages of read me guide included

✅ A total of 17 databases, many hours spend to create the best experience, and don’t be surprised by the complexity of the formulas!

✅ Personalised service available for a small nominal fee, contact me for more details