Budgeting Assistant: Smart Saving for Your Dreams
About this template
A Useful Budgeting Tool for All Adults
Are you STRESSED having to keep track of all your monthly expenses? Unsure why you have NO savings and where your income is going to? Or are you just trying to SAVE UP for your wedding?
Not to worry! Notion Revolution is here to help with our user-friendly Budgeting Assistant, to track your ins and outs (money-wise) to understand your spending and saving habits. You can say goodbye to the headaches and anxiety!
How does it work?
The Budgeting Assistant leverages on the powerful features of Notion Databases to track your account balances, incomes and expenses, and helps you prioritise your financial goals. The databases are also synchronised so that you only need to update your income and expenses. You may also add new financial goals (or "Dreams") to put your savings to good use.
What is Included?
Accounts Database
❖ Track latest bank balances at a glance
❖ Automatic sync for income & expenses to update bank balances and % savings made
Achieve Your Dreams & Tick Off Your Bucket List:
❖ Prioritise your spending by differentiating between Needs & Wants
❖ Track Dreams you are actively saving for and see saving progress directly on Dashboard
❖ Budget clearly by choosing which Bank Account to tap on
❖ Motivate yourself to Save More with the Dreams Mood Board
Income & Expenses Tracking Made Easy:
❖ Categorise income sources and types of expenses
❖ Set up recurrent income and expenses
❖ Sync to Accounts database to automatically update bank balances
Perform Analysis By Categorisation & Periodic Reviews:
❖ Group $$$ in by jobs (or side hustles) and $$ out by type of expenses (common types have been pre-filled, we've got you!)
❖ Filter income / expenses by month or year
❖ Sort by date or highest earned / spent
Other Features:
❖ Dashboard view to easily track account balances and savings progress
❖ Quick-add buttons for new income and expenses
❖ Optimised version for mobile view and use
❖ Pre-populated expenses category for easy fill