Personal CashKeeper | PRO | Notion Template

Maybe view the DEMO page first that is helpful for you？

If you wanna Free version trial before PRO, please click on the link below:

https://starchang.gumroad.com/l/personal-cashkeeper-notion-template

New features from the PRO version.

Added category expenditure statistical analysis and category budget setting, which enables clearer analysis of monthly expenses.

One-page solution to quickly statistics, clear analysis, and convenient expenses tracking.

A one-page minimalist design emphasizes core functionality and simplicity. The top half of the screen shows Monthly Statistics, while the bottom half is for Daily Expenses. The tracking feature can synchronously accumulate various category expenses in real-time, allowing for a quick understanding of the current financial situation. It also calculates the percentage of current expenses compared to the budgeted amount, which helps to determine if expenses have deviated from the plan. Developing a daily expense tracking habit can help improve money management habits.

Setting a monthly budget can have an amazing impact on saving money.

Budgets for each category of expenses can be set on a monthly basis, with adjustments made according to changes in the situation each month. By planning ahead and thinking ahead, one can achieve their savings goals. Planning ahead can ensure that you are setting a budget plan that can realistically achieve your savings goals. By constantly monitoring the monthly statistics, you can determine whether you are still within the plan or have deviated from it. If you deviate from the plan, you can use daily expense tracking to identify the reasons and find ways to address them next time.

Why Notion？

There are many bookkeeping apps or web applications on the market, but there are a few pain points that cannot meet users' needs. They are only convenient for mobile phones or computers, accumulated data cannot be exported, and users cannot customize the format and classification. Notion perfectly solves these pain points. Even if you purchase the solution I design today, you can still customize and modify it as needed. Moreover, you can export the data at any time without compatibility issues on mobile phones or computers.

Feature

• Daily expense recording
• Setting monthly budget
• Statistics on expenditure status by category
• Setting up categories by yourself
• "Calendar mode with List mode" designed for mobile phones.

Any questions?

Please feel free to email starchang022@gmail.com