Top 10 Net Asset Worth Templates in Notion

Your investments may span across many different services, and it can be hard to get the full picture. By bringing these into Notion you can manage everything from one place, and extend it however you want!

This template lets you log transactions and automatically calculates your portfolio holdings, balances, profit/loss, and more. The template also comes with a guide to setup live stock prices (for free).

Overview of Your Assets: Get a clear snapshot of your assets in one convenient dashboard. Easily visualize and understand your liquid, investment, and physical assets, empowering you to make informed financial decisions.

Track Liabilities: Stay on top of your financial obligations with our liability tracking system. Monitor short-term, medium-term, and long-term liabilities, ensuring you have a complete picture of your overall net worth.

Assign Assets to Goals: Set and track your financial goals with ease. Assign specific assets to your goals and monitor your progress effortlessly. Whether it's saving for a dream vacation or building an emergency fund, our template helps you stay focused and motivated.

Comprehensive Net Worth Analysis: Gain valuable insights into your net worth evolution over time. Analyze trends, identify areas for improvement, and celebrate your financial milestones. Our template provides a holistic view of your net worth, enabling you to make strategic decisions for your financial future.

Track your assets and liabilities and calculate your overall net-worth. You can also add your net-worth goal and track progress towards it.
The Notion Net-Worth Tracker enables you to gain insights into your overall financial health, making it an essential resource for individuals looking to take control of their finances.

✔️ Track monthly income & expense
✔️ Easily swith between months
✔️ Setup your goals & monitor your progress
Especially, with Ultimate Finance Tracker 1.0 version, you can :
✔️ Track your saving account and estimation of profit
✔️ Quick button used to add new incomes, expenses and accounts
✔️ Added overview dashboard of your finance

Notion Ultimate Finance Tracker will help you make smarter financial decisions and stay in complete control of your finances.

Our Notion template simplifies financial management by seamlessly combining budgeting, expense tracking, and financial analysis into a user-friendly solution. Easily organize and categorize transactions, set budget goals, and gain valuable insights into your spending habits. Streamline the management of recurring payments, multiple wallets, and overall financial health, empowering you to make informed decisions and achieve your financial goals effectively. Take control of your money easily using our powerful Notion template for efficient money management.

Easily track and visualise your finances with this template, includes:
✔️ Track monthly income & expense
✔️ Easily swith between months
✔️ Setup your goals & monitor your progress

The Smart Money Tracker: Budget Tracker Template for Notion allows users to easily input income and expenses, and it automatically calculates and categorizes their finances, simplifying the budgeting process. With customizable categories, simple and minimal features, and a user-friendly design, the template empowers every user to gain insights into their spending habits, make informed financial decisions, and ultimately achieve greater control and success in managing their money.

The Basic Trading Workspace features a simple effective layout, with dedicated sections for recording key trade information such as entry and exit moments, trading date & time, trading setups and risk management. You'll also find plenty of space to add notes and comments, allowing you to reflect on your trades and make adjustments for future trades.

The Notion Budget Tracker template helps individuals and business people have a much better overview of expenses. With the Notion Budget Tracker, you will avoid overspending. This tool simplifies money management, helping you track spending and save efficiently. Embrace a new level of financial confidence and organization.