Money & Budget OS | Take Control of Every Dollar in Notion
Money & Budget OS is a complete personal finance system in Notion. Seven connected databases track your entire money life: Accounts, Transactions with automatic signed amounts, Budgets with remaining-and-used math, Savings Goals with progress tracking, Subscriptions, Debts, and a Net Worth summary that rolls everything up.
What’s inside
- ✓Accounts (6 sample rows), every account, balances at a glance
- ✓Transactions (10 sample rows), signed amounts auto-calculated, linked to accounts
- ✓Budget (8 sample rows), limits, spent, Remaining and Used % on every line, plus a used % chart
- ✓Savings Goals (6 sample rows), targets with Saved % and Left-to-save math
- ✓Subscriptions (7 sample rows), every recurring charge, renewals on a calendar, nothing hides
- ✓Debts (6 sample rows), balances, APR, payoff tracking
- ✓Net Worth, total assets minus total debt, rolled up automatically
- ✓Start Here + Pro Tips, 10-minute setup plus budget-check and net-worth workflow tips
How you’ll get it
Details
The Home Dashboard gives you a calm command view, the Start Here guide sets you up in 10 minutes, and Pro Tips teach the habits that matter, like checking Budget Remaining before you buy and glancing at Net Worth monthly. Every formula is hand-verified: signed transaction amounts, budget remaining, used percentages, savings progress, and net worth all calculate correctly.
Ships with realistic sample data (USD) so you see the system working before entering your real numbers. Free-plan compatible, clean tables plus calendar and chart views, no clutter.
Single-user license, pay once, yours forever. You may use it in commercial projects; redistribution or resale of the product itself is not permitted.
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