Made by this site · NOTION + EXCEL
Finance Tracker Pro
Put daily income and spending, monthly budgets, and longer-term net worth, debt, holdings, and FIRE goals into one system.
Notion suits day-to-day organisation; Excel suits deeper calculation and offline control. Use either—or both together.
Commercial disclosure: these digital products are made by the site owner. Links go to Gumroad. The free edition lets you try core tracking and budget features first.
WHAT IT HELPS YOU ORGANIZE
Not automated finance—a workbench you update regularly.
Daily cash flow
Record income and spending; compare monthly budget vs actual.
Assets & liabilities
Balances, net worth, debt, and repayment progress.
Investment overview
Track holdings so market positions stay separate from personal cash flow.
Financial independence goals
Set and review savings and FI progress—results depend on your assumptions.
Multiple currencies
Organise data across regions and currencies.
Recurring bills
Track fixed or repeating payments in Notion instead of memory alone.
Real product views
See the screens before deciding if the habit fits you.
What is included
One purchase includes four items:
- Finance Tracker Pro 1.0 Excel workbook
- Notion template access
- Quick Start Guide PDF
- Personal-use Licence Terms PDF
Limits to know before buying
- Manual entry: no bank link, no auto-import of transactions.
- No live prices: you update holdings yourself.
- Excel first: importable to Google Sheets, but some formatting or charts may differ.
- Not financial advice: organisation and education only—no buy/sell judgement.
- Digital download: no physical shipment.
Who it fits
Better fit: people willing to update weekly or monthly, who want control of their own inputs, and want FIRE, budgets, and holdings in one frame.
Maybe not: people who need bank sync, live quotes, professional accounting, or personalised investment advice.
Try Lite free, then decide on Pro. Lite covers basic income, spending, monthly budget, and account balances. Pro adds multi-currency, savings goals, net worth, debt, investments, and FI calculators.