Simple Personal Finance Tracker

This is a simple personal finance tracker that will help your financial life organized and in check.

It has the following sections that will help you keep a track of your income(s), expenses, investments and Bank Accounts/Crypto Wallets:

➡️ Monthly Balance:

• Macro level view of your monthly expenditure and income
• See in which months you saved money and which months you blew it all away
• Expenses/incomes are pulled automatically from the expenses and income sections

➡️ Income:

• Add your income by category (Salary/Side-gigs)
• Add income for each month
• Enter the amount earned for each month
• All income entries are grouped by month

➡️ Expenses:

• Add your expenses by category
• Add date of expense for each month
• Enter the expense amount for each month
• All expense entries grouped by month

➡️ Accounts:

• Add your accounts and update their balance
• Upload latest bank statement in the attachment field

➡️ Investments:

• Track your investments in stocks, crypto & more
• Enter and record investment history of each asset

How to use this template ?

Simply duplicate the template on Notion to get started. If you face any issue, reach me out on Twitter @abdullah_mkhan1.