Ultimate Finance Tracker
Ultimate Finance Tracker OS - Your complete financial operating system
Managing your money shouldn’t feel like a full-time job. If you’re tired of juggling spreadsheets, banking apps, and receipts! This system was made for you. The Ultimate Finance Tracker OS brings everything together in one clean, automated dashboard.
What You’ll Get!
✅ Profit Overview: See monthly & cumulative profits with beautiful charts.
✅ Accounts Dashboard: Track balances across all your accounts (Bank, PayPal, Stripe, Revolut, Cash, Crypto, etc.).
✅ Budgets Tracker: Set category budgets (Food, Shopping, Transport, etc.) and instantly see if you’re on or over budget.
✅ Quick Actions: Add expenses, incomes, transfers, subscriptions, loans, or debts in one click.
✅ Smart Navigation: Jump between accounts, categories, transfers, crypto, and investments easily.
✅ Automatic Rollups: Every transaction updates your balances & budgets instantly.
✅ Debts & Loans Tracker: Know exactly who owes who — and how much.
✅ Subscriptions Manager: Never forget a recurring payment again.
✅ Crypto & Investments: Keep track of your assets, portfolios, and profits.
Why You’ll Love It:
- Everything is connected — no double entry.
- Built for clarity — clean, modern interface with intuitive navigation.
- Designed for real-life use — fast to update, no unnecessary clutter.
- Works perfectly for individuals, freelancers, and small businesses.
Bonus:
⚡ Pre-built analytics & formulas for effortless automation
⚡ Quarterly, yearly, and all-time views
⚡ Plug-and-play setup — duplicate and start tracking instantly
Want to Customize this Template or build a Custom One ?
Book a call, and let's discuss your ideas : https://cal.com/notion-younes/15min
Need Assistance ?
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