Personal Finance Dashboard — Notion + Google Sheets
# Personal Finance Dashboard — Notion + Google Sheets ## Stop losing money you can't see. Track everything in one place. Spreadsheets scattered across drives? Apps you forget to open? This system brings your entire financial life into one connected dashboard — Notion for daily use, Google Sheets for automated calculations. Set it up once. Stay on top of your money forever. ## What's Inside - **Income Tracker** — Log multiple income sources with automatic monthly/annual rollups. Side hustle income separated clearly from salary - **Expense Categorisation (20+ categories)** — Pre-built categories for housing, food, transport, subscriptions, entertainment, and more. Automatic pie charts update as you log - **Investment Portfolio Dashboard** — Track stocks, crypto, index funds, and alternative assets with real-time value calculations and ROI tracking - **Net Worth Tracker** — Assets minus liabilities, updated automatically. See your net worth trend over 12 months at a glance - **12-Month Budget Planner** — Monthly income targets vs actuals, spending alerts by category, and savings rate tracking - **Debt Paydown Scheduler** — Avalanche and snowball method calculators built in, with projected payoff dates and interest savings - **Financial Goal Setting Module** — Emergency fund, house deposit, FIRE number — set targets and watch your progress - **Monthly Review Template** — One-page reflection: what went well, what needs adjusting, goals for next month Works in both Google Sheets and Excel. Notion templates included with drag-and-drop setup (no coding). **Take control of your money this weekend. Download and set up in under 1 hour.**
Get it → declanverse778.gumroad.com