TemplatesNotion

Advanced Company Finance

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Made by Jacob
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Personal

Common use: Personal blog, portfolio, hobby projects

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About

Take control of your business finances in Notion. This all-in-one template helps you track income, expenses, assets, liabilities, and net worth in a clear, structured way. With built-in calculators and dashboards, you’ll always know how your company is performing.

What’s inside

  • Finance Tracker — monthly and quarterly overview of income, expenses, and net profit.

  • Company Net Worth — track assets, liabilities, equity, and progress toward financial goals.

  • Calculations — break-even analysis, profit margin, payroll cost, ROI calculator.

  • Reports & Statistics — monthly and quarterly summaries, income breakdowns, and expense overviews.

Why it’s valuable

  • All-in-one system: Everything you need to manage money in one place.

  • Ready to use: Comes with pre-filled dummy data and dashboards.

  • Simple but powerful: Built for freelancers, small businesses, and startups.

  • Goal-oriented: Track progress toward your target net worth.

How it works

  1. Duplicate the template into your Notion workspace.

  2. Log transactions in the Finance Tracker.

  3. Update assets and liabilities in Company Net Worth.

  4. Use the Calculations for pricing, payroll, or ROI.

  5. Review reports to understand monthly and quarterly performance.

Price: $4 — affordable, powerful, and ready to use. Bring clarity and structure to your business finances today.

Watch preview of the template on Youtube: https://youtu.be/Anpclwy_Y0A

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If your download isn’t what was promised, we’ll make it right. Eligible purchases can be refunded within seven calendar days when listings mislead, files fail, or duplicate checkouts happen.

  • Listings must match what you receive—no surprises.
  • Corrupted files or technical issues? Request a quick fix or refund.
  • Duplicate purchases are covered without the hassle.
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Product Specs

Compatible With
Notion
Responsive Breakpoints
Desktop, Tablet, Mobile
Download Size
255 KB
Created
Oct 18, 2025
Version Number
1.0

Tags

notionnotion-dashboardnotion-templatefinancenet-worth

Frequently Asked Questions

PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.

Mac: Double click the .zip file, then search for the product folder or product file.