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Keeping track of expenses for your personal finances where you can plan a budget, keep track of transactions and have monthly reports are some of the features that the Personal Finance Template in Notion allows you.
You can now stop using those templates in Excel to keep track of your finances with your expenses and income, the Notion Personal Finance Template intelligently shows you the flow of all your money.
Video presentation and template guide
In the video you can learn how the personal finance system in Notion works, the different options it offers, the automatic views for dates and the databases to extend the template.
Personal Finance Dashboard
The dashboard presents a global vision of accounting and your finances in different sections. You can see immediately, dynamically and in real time the status of your accounts, the expenses in your categories and the balance for every month of the year.
It is an intelligent control panel that always shows updated information, you know if your accounts are positive, neutral or negative, you have the current month’s expenses by category, the current month’s expenses and their status, all months of the current year and all expenses for the year in each one of the categories.
All sections are updated automatically without the need to select dates, the system knows what month and year you are in to display the information correctly.
Below you will find details of each of the sections that make up the Dashboard of the Personal Finance Notion Template.
Create new expenses and income
Instantly create new income or expenses that you have in your accounts with one click.
Current Balance in Accounts
It shows you the status of your accounts in real time, to know the balance you have in each of them, whether it is positive, neutral or negative.
Expenses by Category this Month
Discover in which categories you are spending money in the current month dynamically, only categories with expenses made in the current month are shown, if there are no expenses in a category, they are not shown.
Expenses this Month
The total spent in the current month, the system makes the necessary calculations between accounts, income and expenses to know exactly how much you have spent this month and to know if the monthly balance is positive, neutral or negative.
Expenses per month this year
A global view with all the months of the current year, where you can know your monthly expenses for the entire year month by month.
Expenses by Category this Year
An annual summary where you can see the total amounts you spent in each of the categories in the current year.
Transaction History by Account
View the details of all the transactions you have made in each of your bank, cash or credit card accounts in chronological order to know the latest movements and all of them. A centralized view with all your income and expenses by account.
Transaction History by Category
Discover the expenses made in each of the categories and decide if it is time to start saving money and avoid unnecessary expenses in any of them.
Transaction History by Month
Analyze your expenses and income globally month by month. All accounts, all expenses and all income in each of the months of the year.
Finance control from your mobile phone
Enter from your cell phone to instantly create expenses or income without distractions. It adapts perfectly to mobile phones and tablets so that with a single touch you can create new transactions.
Databases in the Personal Finance Notion Template
This are the main databases that run the system to show everything in realtime and current dates.
Accounts
Establish different bank, cash or credit card accounts to keep track of the balance, income and expenses in each of them.
Income
It allows you to create individual income in each of the different accounts you have.
Bills
It allows you to create expenses and establish where that money comes from by simply selecting one of the accounts, the amount and which category it belongs to.
Categories
Identify all your expenses to know the different categories in the ones you spend money on.
Monthly Finance Calendar
Review your monthly expenses and income to identify where you are spending and where your income comes from each month of the year.
Get the Personal Finance Notion Template Now
Don’t wait and start keeping track of your money, you don’t need to take a course on personal finances, start with this template that works for you automatically.
Save hundreds of hours with the Schools and Teachers Notion Templates System and focus in what is really important, Teaching.
Stop wasting hours and hours keeping track of dates, absenses, late students, homeworks, grades, and averages. This Notion System for Teachers and Schools will work for you and do everything automatically.
Schools and Teachers Notion Templates System
With over 500 views, 20 databases, 200 relations and the complete year calendar, this Notion templates system for Teachers and Schools will work for you doing all the necessary calculations and will let you have a granular control over everything related to your Students and classroom.
The complete 2024 and 2025 school calendar is already available so you only have to select the date for each event, like exams, homeworks, absences, lateness, comments, etc…
Join other teachers and start saving at least 10 hours per week with this Notion Templates System for Teachers and Schools.
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Main Dashboard
Live Calendar icon
A dynamically up to date calendar icon showing you today’s date. Available in 17 different time Zones, covering the complete world.
Today’s View
The main welcome Notion Dashboard shows you the current day with everything ready only to select what is needed and complete the daily tasks as a Teacher.
Absenses
Lateness
No Homework
Next Homework
Today’s Birthdays
Each date will be showed automatically, you don’t have to change dates everyday or select new views. Everything will be ready for you every single day for the whole year.
Just select who is absent, who is late and who missed the homework. DONE!
Week Overview
This view shows the extended information of the “Today’s View”, letting you review the complete week, assign homework, see absences and lateness stats, upcoming birthdays and no homework per student.
Student’s Overview
A complete overview of the classroom showing you every student’s most important information.
• Name
• Classroom / Group
• Birthday
• Zodiac Sign
• Generation
• Absent Times
• Late Times
• Number of Comments
• Number of Missed Homeworks
In the Student’s View, with 30 ready to edit profiles, you have a quick look at the relevant information for all the students in the classroom and just clicking on any student’s name, it shows their complete profile.
Yearly Exam Calendar
With 144 exams already configured, you have the complete school calendar ready to just select any month and start scheduling exams.
Monthly Exam Calendar
Just select the Exam Subject and Exam Date you will assign for any of the already programmed 12 exams per month.
Everything is automated for you just to select and it’s done!
Grading Calendar
The grading Notion system will always show you the current month at the top of the page with the already assigned exams for you to select which one of them you are going to grade.
Below the current month, you have the complete year ready just to select the desired month of the school calendar.
Single Exam Grading
144 pages per student ready to select an Exam and add the grade, done. These are 4,320 grading pages ready only to add the grade for each one of the exams.
Classroom Grades
This automatically shows a complete overview of the Classroom Grades. It calculates the average per Exam subject, per Student, and for the complete Classroom.
Attendance Statistics
A full Attendance overview to see the absence and lateness statistics. Two tables showing the students absences and tardies with exact calendar dates.
Homework Statistics
This will let you know how many times you already assigned a subject for Homework and keep a balance in the topics.
Birthdays Calendar
Never miss a student’s birthday. In this calendar, you can see the birthdays there will be in the next 30 days. You don’t have to change months or dates, everything will be automatically updated for you.
Student Profile
The complete student’s profiles showing all the information in one place.
• Full Name
• Classroom
• Age
• Birthday
• Zodiac Sign
• Generation
• Absent Days
The dates the student was absent to School.
• Late Days
The dates the student was late to School.
• Missed Homework
The dates the student did not bring Homework.
• Comments
Comments to identify important information for each student. When they have bad performance, were into a fight, had great focus, they have allergy, or any relevant information you need to write about the student and keep track of it.
• Trimester Grades
The student grades averaged by subject and by trimester. Select a trimester and see the complete grades average per exam and subject.
• Yearly Grades
See the student grades average for the complete year by subject.
Get The Schools and Teachers Notion Templates System
You will need to have ready:
– The student’s Name, Last name, Photo and Birthday.
– Exams Subjects.
– Homework Topics.
Everything else is automated.
Questions?
Please get in touch.