Finance OS

Take control of your Finances

With Finance OS you have full control of your personal finances, your budget and your income and expenses! The easiest way to manage your personal finances. Easy content access.

Create financial overviews, evaluate, track and manage your money! Keep an eye on your budget, manage your money and various bank accounts, categorize expenditures, discover new ways to save money, load current exchange rates, manage your finances on different devices, categorize your transactions, create recurring income and expenses and analyze your current and future finances! 

Finance OS includes the 8 pillars of personal financial management. You can customize everything in order to let the template fit your needs and work for you.

• Bank Account create your bank vault inside Notion. Define a balance and start tracking your daily transactions. With the Finance OS you can add as many accounts as you want.

• Transactions a general database for all the transactions. Categorize everything in order to analyze over time how much you spend per category and understand if you have to decrease some expenses.

• Transfers made easy. Easily transfer money between your bank accounts and your goals.

• Card Management: Capture details of every card, be it credit, debit, or loyalty. Stay updated on limits, dues, and expiry dates.

• Investments a template entirely dedicated to storing your investment transactions. Create a logbook of your past investments and track how they perform.

• Automatic reports every transaction will be auto-sorted and grouped to create a new page every month and year. Inside this page, there's a report displaying all the entries and expenses so you can have a financial overview of what you did in that period.

• Savings reduce useless expenses and save money for your wish list or for future investments.

• Budget by categories help to track all your expenses

• Advanced Subscription Management. Advanced subscription tracker that connects with your accounts. It tells you your last payment and your upcoming payment as well. Plus it tells you the total money you spent till now.

• Monthly and Yearly Overview. See your incomes and expenses by month and year.

• Achieve your Financial Goals. Save up for your wish list and lower your debts