Money Mastery Pro

Money Mastery Pro is your all-in-one solution for comprehensive financial management.

Manage All Your Finances From One Single Place.

A customizable, user-friendly Notion template designed to help you track expenses, manage your budget, monitor subscriptions, oversee investments, and guide you toward achieving financial freedom.

Who Should Get This Template?

If your answer to any of these questions is a YES, I guarantee you, this template will make a lasting difference in your life.

Do you struggle to get a clear and comprehensive view of your financial situation?

Are you feeling overwhelmed or stressed by managing your finances and unsure where to start?

Do you find existing financial tools too complex, expensive, or time-consuming?

Is it difficult for you to create a budget that works for your lifestyle and stick to it?

Are you having trouble organizing financial documents and data, especially for tax season?

Do you find it challenging to set and achieve financial goals?

Are you dealing with debt and need a structured way to manage and reduce it?

Do you need a better way to track your investments and manage your portfolio?

What’s Inside?

Account Management

Get a clear overview of all your bank accounts, credit cards, investment accounts, and more. You can easily see real-time balances for each, giving you a complete snapshot of your financial status at a glance.

Budgeting

Get a comprehensive overview of how you've been using your money this month. The page provides a detailed breakdown of different expense categories, showing the monthly budget limit, sum of expenses, available balance, and a percentage graph to see how much of your budget has been used this month.

Investments

This section offers a detailed overview of your investment portfolio, organized for easy tracking and analysis including asset type classification, industry and company breakdowns, and subcategories like stocks, ETFs, and mutual funds, helping you manage and diversify your investments effectively.

Subscriptions

This section helps you monitor both monthly and yearly subscriptions, providing a clear view of those due this month and billed annually. Key details include the days remaining until the next payment, the subscription price, and the total amount due, ensuring you stay organized and never miss a payment.

Taxes

This section is designed to streamline the management of your tax-related information. It provides an overview of your taxable income sources and a detailed list of taxable expenses, helping you stay organized and making tax season less stressful.

Goals

Define clear, actionable financial goals and integrate them into your Notion system to track and achieve them effectively.

There Is More…

I spent over a year perfecting this template to ensure it fits smoothly into everyday life. Plus, I’ve added a few extra features to make it even better.

Navigation Bar

The navigation bar at the top lets you easily jump to specific sections like Income, Expenses, and Investments, making it simple to move through the template efficiently.

Customization

Personal finance is, above all, personal. This template is fully customizable to fit your unique financial needs. You can easily add, modify, or remove accounts, set up personalized budget categories, and tailor it to work the way you do.

Multi-Currency Support

The template supports both euros and dollars, with more currency options coming soon.

Progress Messages

The system analyzes your financial habits and generates motivational messages to encourage and guide you toward healthier financial practices.

Quick Action Buttons

Quick-use buttons allow you to easily add expenses, income, or investment entries, helping you keep your financial records up to date with minimal effort.

Activity Badges

The template makes managing your finances more engaging by gamifying the process, assigning levels based on your activity and progress within the system.

Step By Step Guide

An onboarding guide that will teach you how to set up your accounts, create budget categories and limits, add investments, set financial goals, track subscriptions, and taxes, and everything that you need to know about using this template with a series of simple tasks spread over 10 days

Detailed Reporting

Use the Detailed Report Page to access comprehensive long-term trends of your financial activities, including expenses, income, investments, and goal tracking.

Pay Once, Use Forever

An investment that will pay off exponentially, offering returns quickly and effectively by helping you organize and take control of your financial life.

Money Mastery Tutorial -