We all know financial planning is such a crucial thing to do in order to reach financial freedom in the future. That's why we decided to create a pre-made template to fill up those needs. Through this template, we also aspire to make the process more doable.
Congratulations on the launch Calvin, Thank you for giving me to the opportunity to test this amazing product, I still use it to this day, let get it out there for the world to see!
What you'll get:
✔️Expense Tracker
✔️ Income Tracker
✔️ Budget Controller / Tracker
✔️Debts Tracker
✔️Financial Goals
✔️Subscriptions Organiser
✔️ Monthly Generated Reports
✔️Accounts Manager
✔️Quick Action Buttons
Main Benefits
✔️ See where your money is going
By tracking your expenses, you can identify areas where you can cut back and save money. Also, you'll be able to see your spending habits through its pattern
✔️ Get a clear picture of your income
An income tracker can help you to identify trends in your income, whether your income is increasing or decreasing over time. It definitely helps you to determine better financial decisions, budgeting, and financial planning
✔️ Keep track of all your subscriptions
A central location to keep track of all your subscriptions, including the name, cost, renewal date, and category. As a result, it helps you avoid forgetting about subscriptions
✔️ Set and track a budget
This Monthly Budget Tracker will keep you on track with your budget spending for each expense item
✔️ Get rid of debt
You are able to set how much you'll allocate and keep track of your debt repayment plan through this Debt Tracker. Stay on track with your debt repayment and avoid getting overwhelmed
✔️ Get motivated to hit your financial targets
Seeing your progress toward your financial goals can help you stay motivated
✔️ Balance Overview Calculator
Calculate each expense and income item instantly and provide you with a better balance overview
By understanding your expenses and income, you will be able to create more efficient budgets and measurable financial goals
I've been looking for a good financial tracking solution for a while and a lot of the apps are either too complicated or don't really help with tracking much. So I have a few questions - does Ultimate Financial Health OS
offer receipt scanning? Does it plug into my bank accounts / can track card spend? I'm inputting and categorizing everything manually now...
@emilia_korczynska1 Hey Emilia! Thank you for asking and pointing out your ideas
This template is built on Notion and as far as I know, Notion doesn't have the feature to scan the items and it can't pull the data from bank accounts. So, both things can't be done as of now
Maybe in the future when Notion has become more advanced, those things can be fulfilled
Meanwhile, I'll keep that in mind as it's a really valuable ideas
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