Finance OS

Stop Juggling 5 Different Apps to Manage Your Money

Get Your Entire Financial Life Organized in One Simple Notion Dashboard

You're using one app for budgeting, another for expenses, a third for investments—and spreadsheets for everything else. It’s exhausting. Nothing connects. Nothing makes sense.

Finance OS gives you the complete picture - finally .

Track income, expenses, budgets, subscriptions, savings, and investments in one customizable dashboard. Built in Notion. Built for real life.

Why Finance OS Is Different

Most finance apps box you into their rigid system.

Finance OS adapts to you.

✔️ Track all income streams (salary, freelance, side gigs)

✔️ Categorize every expense with smart labels

✔️ Set budgets and visualize your progress

✔️ Monitor investment performance

✔️ Stay on top of subscriptions

✔️ Track savings goals and account balances

Your full financial picture in 30 seconds — right on your main dashboard.

What Is Inside

• Finance Dashboard

See all your key metrics at a glance—income, expenses, investments, and subscriptions. No digging.

• Smart Budget System

Set monthly limits per category. Visual progress bars show where you’re under or over.

• Income & Expense Tracker

Log any transaction in under 15 seconds. Clean design. Smart categorization.

• Investment Tracker

Monitor your portfolio across stocks, crypto, retirement, and more.

• Subscription Manager

No more surprise charges. Track all recurring payments with renewal dates.

• Savings Goal Tracker

Set targets like "Emergency Fund" or "New Laptop" and watch progress grow.

• Account Manager

Track balances across banks, credit cards, wallets, and investment accounts.

Built For Real People

• Freelancers juggling multiple income streams
• Busy professionals tired of app-hopping
• Small business owners who need clarity, not complexity
• Anyone who wants to manage money without using 5 tools
  

Setup Is Easy

1. Duplicate/Add the template to your Notion workspace

2. Add your accounts, categories, and balances

3. Start logging transactions and watch your dashboard come to life

4. Review once a week — that’s it

One- Time Purchase.Lifetime Use .

No subscriptions. No complexity. No limits.

Pay once and get a complete system that grows with you.

What You Get:

• Full Finance OS Notion Template
• Quick-start guide with screenshots
• Lifetime updates
• Email support for questions
  

FAQ

• Do I need Notion experience?

No. Step-by-step instructions are included. If you can use Google Docs, you’re good.

• Does this work on mobile?

Yes. Fully responsive. Track expenses and check your dashboard on the go.

• Can I customize categories?

Absolutely. Add, remove, or rename anything you want.

Ready to Finally Feel in Control of Your Money?

Stop guessing where your money went.

Stop using 5 different tools that don’t talk to each other.

Your future self will thank you.