you could then allocate the remaining budget more efficiently.
This will help you analyze how well you are sticking to your budget.
If you spend more recklessly, the template will proactively suggest you act more sensibly.
This will assist you in controlling your yearly spending better to achieve your savings goals.
Setting a daily savings target can help you reduce unnecessary expenses and contribute more to your savings.
Having this little habit can significantly motivate you to achieve your next goal.
By default, the template sets a savings target of $1000 within 30 days.
3.Investment Portfolio Dashboard
The Investment Portfolio Dashboard template makes tracking your investments across multiple sectors a breeze.
This template is divided into two sections: accounts and holdings.
In the holdings section, you could break down your sector investments into individual assets.
Understanding the performance of your portfolio can guide you in making informed investment decisions.
Like Notion, you’re free to easily track your finances with Microsoft Excel.
Check out thebest Excel templates to help you manage your income.
4.Subscription Tracker
Subscriptions can take up a considerable portion of our salary.
If you struggle to track your subscriptions, you’ll love the Subscription Tracker template.
The investment tracker allows you to keep track of all investments you have made so far.
Likewise, you could plan your whole budget for the month in the budget section.
