Manage your finances for your life and businesses effortlessly
This is a bookkeeping system that is for effortless bookkeeping, financial tracking, client payment management, scheduling meetings and events, and also managing key contact information as well.
Here's a complete walkthrough of the template 👇
With this system, users can keep track of all their financial information in one place, including income, expenses, debt payments, managing savings funds, budgeting, tracking bank accounts, and calculating net worth.
Besides financial information, it also helps with the management of client information and tracking their due payments and projects with the overall progress of each. The customizable templates also allow for the organization of key contact information and for managing important dates and meetings with all.
The template is customizable to suit individual needs and can be used to keep track of things as per your preference.
Features that make this Accounting Toolkit higher quality than any other.
Track your finances effortlessly:
✓ Income/ Expenses - Keeps track of your income and expenses in one central location. 💰
✓ Debt - Tracks and helps you make debt payments on time. 💳
✓ Savings - Helps to create savings funds to meet your future financial goals. 💵
✓ Budget - Do budgeting to minimize expenses and maximize income opportunities. 💲
✓ Bank - Manage bank accounts centrally and assign them for specific needs. 🏦
✓ Net Worth - Calculate net worth to assess your financial position and grow your wealth over time. ⚖
Provides Tools to manage your finances:
✓ Invoices - Create invoices and manage invoices effortlessly in one space. 📃 (Freelancers & Solopreneurs Version)
✓ Contacts - Store key contact details in one location for your personal and professional needs. 📱 (Freelancers & Solopreneurs Version)
✓ Goals - Set goals to be achieved during the year and assess your overall performance. 🎯
✓ Dates - Fix dates for important events and tasks to be performed during the year. 📅
✓ Resources - Store key knowledgeable resources and pages for reference. 🌐
Manage Clients and projects under one workspace (only for Freelancers & Solopreneurs version):
✓ Clients - Create client details, set the pipeline for the clients, and assign projects for them. 👥
✓ Projects - Create projects to be allotted for each client and track their overall progress in one dashboard. 📁
✓ Tasks - Set weekly tasks and complete each of them based on their priorities. ✅
✓ Meetings - Schedule meetings for clients, set contact-related meetings, and keep track of them based on priority. 🤝
Manage Teams and allocate work under one workspace (only for the Businesses version):
✓ Overview - Get an overview of the Most Experienced Team Member (denoted in terms of clients), Most Efficient Team Member (denoted in percentage), Recently joined Employees (marked by the date of joining), and attendance of employees. ⭐
✓ Teams - Create a teams directory, set the team details, and get an overview of the team members added as per different departments. 🏢
✓ Allocations - Allocate the projects of teams based on services offered by each team member. Get an overview of the allocations as per services, projects, and the clients assigned to each team member ✅
✓ Timesheet - Fill in the timesheet for tasks on a daily basis marking the starting time and the ending time for each day for the actual hours worked on a project 📅
✓ Attendance - Mark the attendance of each team member to get an update on the attendance of each member and process payroll accordingly ✋
Unique Features of Accounting Toolkit:
- Easy-to-use interface: An intuitive and easy-to-use interface for effortless bookkeeping, financial tracking, client payment management, scheduling meetings and events, and also managing key contact information as well. An informative How to Use guide is also included under each section.
- Customizable categories: It's easy to customize the categories of each section to suit your needs and requirements.
- Historical tracking: This helps you keep track of historical transactions and client-related activities for easy reference.
- Real-Time tracking: Provides real-time updated accounts and helps simplify the bookkeeping process for any user.
- Clients and Teams portal: It provides a one-glance view of a dashboard that comprises the clients' and teams' details working in the organization.
Note: The Notion Ultimate Finance Bundle are a set of individual templates which are used to track for personal finances with their respective use and not interpreted otherwise.
Shoot us direct mail at firstname.lastname@example.org
Does this work on the free version of Notion?
Yes. Once you've made the purchase, you will get a link to duplicate this to your Notion workspace. You don't need to be on Notion's Personal Pro plan to use it.
Do you offer customization or other support, if something is needed to suit my specific use case?
Yes. Reach out to me at email@example.com to know more.
Does the template contain Notion Formulas 2.0?
Yes, all the templates are upgraded to Notion Formula 2.0 (by default).
Can I share this template?
This Notion template comes with a personal license for individual use. Feel free to use the template with your internal team. But please do not share it with other individuals.
What will happen after my purchase?
Right after your purchase, you will be made available with the link to download the template. After downloading the template, you will be able to duplicate it in your own workspace. You’ll also receive an email with the link to the template and other relevant files.
Is there a refund policy?
Yes, If you feel that the template hasn't provided you with any value, write to us & we'll give you a refund within the first 30 days of purchase. We're passionate about making products people find value in and we're confident in the value of this.
You'll get a duplicatable Notion template