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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!
by Chelsplanner
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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!

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⭐ 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

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