The Finance Planner

Take control of your finances - manage budgets and track your spend.

Image of finance planner dashboard

Stay out of the red with this comprehensive financial planner allowing your set budgets and income targets, track your earnings and spend, and manage recurring expenses such as subscriptions and rent.

Stay on top of each month

The Financial Planner is designed to allow you plan out how much you intend to spend and earn across your own custom expense and income categories. Once set up you can view your planned spend and earnings for upcoming months.

Summary of all upcoming financial months

Add incoming and outgoing payments and assign them the corresponding category to see a detailed breakdown of how you are performing per category.

Detailed breakdown for a financial month

Easily track recurring income and expenses

There is no need to manually add payments and income that is due to come in or go out each month. With the financial planner you can easily add recurring income and expenses which will automatically be added to your planned and actual spend/earnings for the relevant months - at the relevant times.

Manage income and recurring expenses page

What's included

  • ✅ Lifetime access to the planner.
  • ✅ Lifetime support.
  • ✅ Free updates.

How it works

  • 🆓 Make sure you have a free Notion account.
  • 💳 Purchase the planner.
  • 🔗 Click the access button from the thank you page or your confirmation email.
  • 📑 Duplicate the planner into your own Notion account.

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