Finance OS

Wallets, spending, budgets, bills and goals that add up on their own.

Finance OS — DashboardFinance OS — BudgetsFinance OS — Bills & goalsFinance OS — OverviewFinance OS — Transactions

Dashboard — Wallets, summary and budgets at a glance.

$49$29−41%One-time payment

Secure checkout · Card · Apple Pay · PayPal · Instant access

  • Instant access after purchase
  • Mobile friendly — a phone page for quick daily use
  • Lifetime updates
  • Works with the free Notion plan

Know where your
money goes.

Your money in one calm Notion page. Record a purchase in two clicks and watch balances, monthly budgets, bills and savings goals update by themselves — no spreadsheets, no formulas to fix.

What's inside

  • Wallets & live balances
  • Spending & income
  • Monthly budgets
  • Bills & subscriptions
  • Savings goals & wishlist
  • Debts & net worth

Who it's for

  • Anyone who wants to know where the money goes
  • People paying off a card or saving for something big
  • Couples and students on a monthly budget

How you get it

  1. Pay onceCard, Apple Pay or PayPal through Shopify's secure checkout.
  2. Get your links by emailBoth versions and a short PDF guide arrive instantly.
  3. Duplicate into NotionOne click and the template lives in your own workspace.

Bundles with Finance OS

Preview

Finance OS — Dashboard
DashboardWallets, summary and budgets at a glance.
Finance OS — Budgets
BudgetsBars fill as you spend.
Finance OS — Bills & goals
Bills & goalsDue dates and savings in one place.
Finance OS — Overview
OverviewEvery block filled in.

Two versions included

Start fresh

Empty, ready for your own wallets — starter categories with budgets included.

Sample data

A year of realistic transactions that shows every block filled in.

FAQ

Do I need to know Notion?

No. Everything is already set up — open the Start page and the PDF guide walks you through your first five minutes. If you can tick a checkbox, you can use it.

Can I change colours, sections and names?

Yes. It is your copy: rename anything, add or remove sections, change icons and covers. The formulas keep working.

Can I share it with a partner or my team?

Yes — share your copy from Notion like any other page. Each person who wants their own separate copy needs their own purchase.

Do I need a paid Notion plan?

No. Every template works on the free Notion plan, on desktop, web and the Notion mobile app.

Does it work on my phone?

Yes. Every template has its own Mobile page — one column with the buttons and lists you use every day, made for the Notion app on iPhone and Android. The full dashboard is there whenever you open it on a laptop.

How do I get my template after paying?

Right after checkout you get an email with your template links and a PDF guide. Open a link and press Duplicate — the template is copied into your own Notion workspace in seconds.

What are the two versions?

Start fresh is a completely empty copy ready for your own data. Sample data is a filled-in demo, so you can see every block working before you start.

Is it a one-time payment?

Yes. You pay once and keep the template forever — no subscription. Future improvements are free.

Which payment methods can I use?

All major cards, Apple Pay, Google Pay and PayPal through Shopify's secure checkout. Prices are shown in euro in Europe and in US dollars everywhere else.