Notion Template - Cashflow Management

The Cashflow Tracker I built in Notion is designed to simplify financial management with a well-structured and automated system. Each transaction recorded in the database is directly linked to a specific bank account, ensuring accurate balance tracking without affecting unrelated accounts. To enhance financial oversight, I incorporated a Loan Management System, where loan payments automatically deduct from the associated bank balance, update the remaining debt, and track the repayment progress in real-time. Additionally, I developed a Lent Money Tracker to keep records of money lent to others and a Savings Tracker to monitor savings growth, both seamlessly integrated into the cashflow system.

For efficiency, I implemented a Quick Add feature that allows users to input transactions swiftly without disrupting the overall workflow. The system also includes a visual representation of income and expenses, where income is highlighted in green and expenses in red, making it easy to differentiate financial inflows and outflows without the need for negative signs. By combining automation, clarity, and ease of use, this Cashflow Tracker provides a comprehensive solution for managing personal finances, ensuring that all transactions are recorded efficiently and financial progress remains well-organized within a single Notion workspace.