Common use: Personal blog, portfolio, hobby projects
About
See your money clearly — both monthly spending and total wealth.
Most templates track either your budget or your net worth. Advanced Personal Finance combines both in one connected dashboard.
What’s inside
Finance Tracker — log your income and expenses, check your monthly savings, and review quarterly totals.
Net Worth Tracker — record your assets and liabilities and automatically calculate your net worth.
Integrated Dashboard — see your monthly finances and total wealth side by side.
Reports & Statistics — monthly and quarterly summaries with savings and net worth progress.
Pre-filled sample data — ready to use, just replace with your own numbers.
Why it’s valuable
Two in one: Budget + net worth, finally together.
Clarity: Understand your short-term spending and long-term wealth at a glance.
Plug & play: Comes with dummy data so you can start instantly.
Simple but powerful: Perfect for individuals, students, and professionals.
How it works
Duplicate the template into your Notion workspace.
Add your income & expenses in the Finance Tracker.
Update assets & liabilities in the Net Worth Tracker.
Use the dashboard and reports to track your progress every month.
Price: $4 — affordable, simple, and ready to use. Get full control of your personal finances today.
Watch preview of the template on Youtube: https://youtu.be/2IaQHpmxGWc
Shop confidently with Shuppi
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.
