Your Personal Accountant Notion Template

Do you have no idea where your money is going? Do you feel overwhelmed by the countless transactions in your bank statements??Ever wish you had an accountant of some sort???

DONT WORRY! Here is the Personal Accountant, a simplified template which will help you to manage all of your Expense & Income transactions and show you a clear view of your Finances by Month or by Year.

Personal Accountant Version 1.0

Key Features:

1) Automatically track balances of individual bank accounts

Add as many bank accounts as you want, which will be tagged in each expense and income entry you key in later. Bank Balances are automatically calculated and shown on the main page

2) Automated formulas to calculate expense & Income

Just Key-In a new Expense or Income Entry by simply tagging the category, sub-category, the related bank account, amount, and date in the Expense or Income Log

3) View your Monthly reports of your Expenses and Income

You can view them by category and sub-category, add in your own views and set monthly targets and caps for yourself

4) Categorise your Income and Expenses

You've got a wide variety of places your money comes and goes into. Get organised, and see where and how much money moves in each of them.

All you need to do, is JUST key in an Expense or Income entry, and everything else happens on its own!