In simple terms, Notion is a note-taking and idea-organizing platform. It is a very useful tool for organizing and taking control of your school work, business, your projects, or your personal life. Neither Notion nor Asana offers files storage as robust as options like Google Drive, OneDrive or Dropbox. But both offer unlimited file uploads, and the ability to organize files using their complex databases could be attractive for some teams.
Once you add in a transaction and select a payment method, your account balances will update to reflect the new changes. When it comes to managing our finances, having the right tools can make all the difference. Notion finance trackers make it easier than ever to keep tabs on your cashflow, budget for the future, and even make strides towards early retirement.
Notion Subscription Tracker
We’ll cover what Notion is, how you can use it to manage your personal finances, and give you our top 10 best Notion budget templates. This Personal Accounting template from Notion is a wonderful free tool to help you get control of your finances. This template has a very simple layout, and you can choose to track your income monthly or quarterly easily. You can track your spending, including expenses and shopping. Then, you can compare your spending and your budget, and decide where to cut back.
- But centralizing your projects, data and information and streamlining your team’s work could be worth it in the long run.
- This template includes a handy table as well as a gallery.
- You can use this template to keep track of your spending and expenses, and then compare your spending habits with your budget and see how they align.
- This template includes a table, list, and calendar, and there are multiple ways to view all of your information.
- The template also includes a way to input your monthly income and expenses, a balance calculator to show a monthly breakdown, and an overall view of your total net balance.
This template stores your historic balances by year, and it is easy to reset your dashboard to start new again. You can view your monthly income, monthly expenses, and keep track of your money habits. Add new items to the easy-to-use table whenever you need to. This Budget Manager template is wonderful for personal finances.
Find or Create Vendor
The screenshot below is from the invoice template with the built-in CRM. If we click the dropdown arrow next to the new button, we can start designing a template. We’ll use this template for every new invoice so that we only have What is Bill in Accounting: The Notion and Peculiarities to enter a few details. Why would you even want to use Notion as your invoice generator? It may not have the advanced accounts payable automation of other platforms but there are many reasons to do your invoicing in Notion.
- We have a lot of different options for views in Notion but we’re going to go with the simple Table View.
- Suppose you are using a Notion template to keep track of all of your transactions.
- Then, you can compare your spending and your budget, and decide where to cut back.
- Monday.com is project management software that
will actually make you more productive. - You can organize pages in a hierarchy like web pages and search for one to link within another while you’re writing with only an @ mention.
- Simply choose one you like, and “duplicate” it, which means downloading a copy of it.
Notion is a powerful tool that can cover your personal or team needs for data and project management, docs, spreadsheets, calendars, creative collaboration and small file storage. It lets you get away from navigating among multiple platforms to find and communicate what you need and get your work done all in one place. Asana has been around twice as long as Notion, and https://accounting-services.net/retail-method-of-inventory-costing/ the platform is built around a more traditional approach to agile project management—Kanban boards, calendars, timelines and databases. This ensures that you can receive bills in a timely manner with absolute accuracy in knowing which vendor is sending them—eliminating any confusion or obstacles along the way. This template includes features like a table and gallery.
Cash Flow & Financial Habit Tracker
The table has a simple layout and includes columns like the name of the subscription, status, tags, how often you are billed, the monthly costs, and the yearly costs. This is a great way to get your subscription costs organized and under control. Asana is a more traditional project and data management tool that you could swap in for any other database tool.
Zapier moves info between your web apps automatically, so you can focus on your most important work. Zapier lets you send info between Notion and Xero automatically—no code required. With 5,000+ supported apps, the possibilities are endless. Say goodbye to the stress of administrative tasks and hello to a more efficient, streamlined business. The
Super Life (Ultimate Life Planner)
is one place to manage everything in your life entirely in Notion.
Maximize the use of Odoo ERP by automating your accounting with Odoo accounting training
It’s a lower-cost option for teams of 15 or fewer people, who can enjoy many of the app’s features for free. It’ll cost more than Notion, however, to take advantage of the platform’s more robust project management features like workflows, forms and automation rules. With the Personal Finance Dashboard, easily track what comes in, and what goes out, to hit your financial goals. The personal finance dashboard lets you record and monitor your income and spending by category, and even aggregates your past spending habits across months and years.
Both Asana and Notion facilitate some creative collaboration through their project management features—you can communicate with team members about projects through comments on tasks. With a focus on matching accounting team workflows and expectations, we’ve made several enhancements to the way Inbox manages AR and AP Workflows. Among these are the inclusion of credit memos and third-party bill presentment within the application. Gone are the days of personal finance being plain and boring. Use this aesthetic Notion finance template to track your monthly expenses, monitor your debt, journal your spending, and more – all while having something pretty to look at. Track your different accounts’ earnings, expenses, investments, and more with this Notion finance tracker!