Financial Dashboard Notion Template

US$18.00

Configure your bank accounts, set monthly financial goals, invoice clients, track financial transactions and complete your financial scorecard all in one Notion dashboard.

This template is a step-by-step guide broken down into five sections:

  1. Configure Bank Accounts

  2. Set Monthly Financial Goals

  3. Invoice Clients

  4. Track Financial Transactions

  5. Complete Financial Scorecard

The template itself includes 3 databases: Bank Accounts, Transactions and a Financial Scorecard.

Databases also include templates with built-in prompts so you're guided through the entire process from start to finish.

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