Financial Dashboard Notion Template
Configure your bank accounts, set monthly financial goals, invoice clients, track financial transactions and complete your financial scorecard all in one Notion dashboard.
This template is a step-by-step guide broken down into five sections:
Configure Bank Accounts
Set Monthly Financial Goals
Invoice Clients
Track Financial Transactions
Complete Financial Scorecard
The template itself includes 3 databases: Bank Accounts, Transactions and a Financial Scorecard.
Databases also include templates with built-in prompts so you're guided through the entire process from start to finish.
Configure your bank accounts, set monthly financial goals, invoice clients, track financial transactions and complete your financial scorecard all in one Notion dashboard.
This template is a step-by-step guide broken down into five sections:
Configure Bank Accounts
Set Monthly Financial Goals
Invoice Clients
Track Financial Transactions
Complete Financial Scorecard
The template itself includes 3 databases: Bank Accounts, Transactions and a Financial Scorecard.
Databases also include templates with built-in prompts so you're guided through the entire process from start to finish.
Configure your bank accounts, set monthly financial goals, invoice clients, track financial transactions and complete your financial scorecard all in one Notion dashboard.
This template is a step-by-step guide broken down into five sections:
Configure Bank Accounts
Set Monthly Financial Goals
Invoice Clients
Track Financial Transactions
Complete Financial Scorecard
The template itself includes 3 databases: Bank Accounts, Transactions and a Financial Scorecard.
Databases also include templates with built-in prompts so you're guided through the entire process from start to finish.