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CompiledSanity
Personal Finance & Net Worth Spreadsheets
5
Problem
Traditionally, users track their personal finances and net worth manually using spreadsheets or financial apps, which can be time-consuming and prone to human error.
spreadsheets
Solution
A personal finance and net worth spreadsheet tool that automates the process, generating insights to track investments and provide financial awareness.
Automated & Easy
Customers
Financial enthusiasts, individuals interested in personal finance, people pursuing Financial Independence, Retire Early (FIRE), and investment enthusiasts, typically aged between 25 to 50.
Unique Features
Automated tracking of net worth and investments
Insights generation for financial awareness
User-friendly and easy to use for financial tracking
User Comments
Users appreciate the automation and ease of use.
The tool is considered valuable for tracking investments effectively.
It's praised for saving users time and reducing manual errors.
Some users find the insights generated very helpful for financial decisions.
A few users suggest improvements in customization options.
Traction
Loved by over 28,000+ users, indicating strong user adoption and satisfaction.
Market Size
The global personal finance software market was valued at approximately $1.14 billion in 2020 and is expected to grow significantly, driven by increasing digitalization and personal finance awareness.
Notion Personal Finance Assistant
Notion template that reports your spending habits
91
Problem
Users struggle with tracking their spending habits in detail, leading to a lack of financial awareness and the inability to plan expenses effectively. Lack of financial awareness and the inability to plan expenses effectively.
Solution
Notion Personal Finance Assistant is a Notion template that helps users plan & track expenses and report financial performance with extreme detail, including expense patterns per 3-hours.
Customers
Individuals seeking to improve their financial literacy, budgeters, and personal finance enthusiasts interested in meticulous expense tracking and financial planning.
Unique Features
The unique feature of Notion Personal Finance Assistant is its ability to track and report financial performance in extreme detail, including a breakdown of expenses per 3-hours.
User Comments
Users appreciate the detail-oriented approach to expense tracking.
The notion template is praised for its ease of use and customization.
Many find it helpful in improving their financial planning and literacy.
The specific 3-hour tracking feature is highlighted as particularly useful by some.
A few users note the uniqueness of the product in the personal finance tools market.
Traction
The product is fairly new and detailed traction data is not available. User feedback highlights interest and positive reception in its early stages.
Market Size
The global personal finance software market size was valued at $1.02 billion in 2020 and is expected to grow.
Notion Net-Worth Tracker
Track your assets and liabilities in one place
80
Problem
Individuals struggle to manage their financial information efficiently and lack a centralized system to track their assets and liabilities, leading to a fragmented understanding of their overall financial health. lack a centralized system to track their assets and liabilities.
Solution
A Notion template that functions as a net worth tracker, enabling users to consolidate their financial information in one place. This tool helps users calculate their overall net worth and gain insights into their financial health and progress towards financial goals. consolidate their financial information in one place.
Customers
The user personas most likely to use this product are individuals seeking to improve their personal finance management, including personal finance enthusiasts, investors, and those working towards financial independence. personal finance enthusiasts, investors.
Alternatives
View all Notion Net-Worth Tracker alternatives →
Unique Features
Integration into the Notion ecosystem, offering a customizable and flexible approach to manage financial information.
User Comments
Not provided, hence unable to analyze user opinions.
Traction
Not provided, hence unable to quantify product traction.
Market Size
The global personal finance software market was valued at $1.024 billion in 2020 and is expected to grow.
Finance Dashboard
A Notion template to monitor your finances
59
Problem
Users struggle with tracking and managing their finances efficiently, leading to potential mismanagement of income, expenses, accounts, savings, and debt.
Solution
A Notion dashboard that allows users to monitor their finances, including tracking income, expenses, accounts, savings, and debt, along with bonus features like net worth calculation and debt payoff calculator.
Customers
Individuals seeking a comprehensive solution for personal finance management, including tracking and planning their financial activities.
Alternatives
View all Finance Dashboard alternatives →
Unique Features
Integration with Notion for a customizable dashboard, net worth calculation, debt payoff calculator.
User Comments
Easy to set up and use
Highly customizable
Great for tracking personal finances
Bonus features like net worth calculation are very helpful
Improves financial awareness and planning
Traction
Product specifics, number of users, or financials were not available from the provided links and a search did not yield quantitative results.
Market Size
Specific market size data for Notion-based financial dashboards is not readily available. However, the global financial wellness benefits market, into which such a tool could potentially fit, was valued at $58.11 billion in 2021.
Problem
Users need comprehensive financial services and guidance, but current options involve either piecing together fragmented services from different providers or using outdated manual methods. The drawbacks include needing to coordinate multiple service providers and lack of streamlined, expert guidance for personal finance, loans, and investments.
Solution
A comprehensive financial services platform that provides expert guidance on loans, investments, and personal finance. Users can access a suite of financial services through a single platform, such as receiving personalized advice on loan options, investment strategies, and managing personal finance effectively.
Customers
Individuals seeking financial guidance, ranging from young professionals planning their financial future, to families managing their expenses, and retirees looking to optimize their investments. These users are often tech-savvy and prefer streamlined, digital solutions for financial management.
Alternatives
View all onet touch finance alternatives →
Unique Features
The unique feature of this product is its all-in-one approach, offering a complete suite of financial services under a unified platform, which includes personalized guidance and expert consultation that is usually fragmented across various service providers.
User Comments
Users appreciate the convenience of having a single platform for various financial services.
There are mentions of improved financial management through the app.
Some users have highlighted the expert guidance as beneficial.
A few users noted the user-friendly design of the platform.
There are suggestions for additional features to be included in future updates.
Traction
The product is newly launched on ProductHunt and still gathering user traction. As of now, specific user numbers or revenue figures are not publicly stated.
Market Size
The global personal finance software market was valued at approximately $0.94 billion in 2020 and is expected to grow significantly, driven by increasing adoption of digital financial solutions.
Finance Hub
Personal and Company Finance Management Notion Template
10
Problem
Users struggle with managing and tracking personal and company finances effectively
Old solution: Using multiple disparate tools and spreadsheets to manage finances, leading to disorganization, inefficiency, and potential errors.
Solution
Template within Notion for all-in-one finance management
Core features: Allows easy management and tracking of personal and company finances in a single system within Notion.
Customers
Freelancers, small business owners, and individuals seeking a convenient solution for managing their finances.
Alternatives
View all Finance Hub alternatives →
Unique Features
All-in-one finance management system within Notion, offering a centralized and organized approach to financial tracking.
Integration with Notion's collaborative features for team finance management.
User Comments
Intuitive and efficient finance management solution
Saves time and reduces the hassle of finance tracking
Great for solo entrepreneurs and small business owners
Easy to customize and adapt to personal finance needs
Useful for maintaining transparency and clarity in finance management
Traction
Growing user base leveraging the Notion template for finance management
Positive feedback from users regarding the effectiveness of the product
Increasing adoption by freelancers, small business owners, and individuals
Market Size
$12.34 billion global personal finance software market size in 2021
Increasing adoption of digital solutions for finance management driving market growth
Financial Hub: Advanced Finance Tracker
Manage and track your personal & business finances easily
309
Problem
Users struggle to effectively track both personal and business finances, dealing with separate systems that complicate financial management and lack an integrated view.
Solution
A Notion template named Financial Hub that allows users to manage and track personal and business finances in a unified manner, offering an easy-to-navigate dashboard for comprehensive financial oversight.
Customers
Small business owners, freelancers, and individuals looking for a streamlined solution to manage their diverse financial needs effortlessly.
Unique Features
Unified dashboard for both personal and business finances, extensive customization within Notion, ease of use for financial tracking across various categories.
User Comments
Efficient financial management within Notion saves time.
Great for small business owners and freelancers.
User-friendly template simplifies complex financial tracking.
Helpful for getting an integrated financial overview.
Highly customizable to suit individual and business needs.
Traction
Recently launched with positive initial feedback, but specific numerical traction metrics such as MRR, number of users, or financing details were not provided.
Market Size
The market for personal financial management was valued at $1.097 billion in 2020 and is expected to grow.
Mercury Personal
Powerful personal and joint accounts on Mercury.
50
Problem
Users may struggle with optimizing their finances effectively, like earning competitive yields in their savings accounts and setting up customized automations for different financial goals.
Drawbacks: Limited options for optimizing finances, lack of tailored access sharing, and absence of collaborative features for joint accounts.
Solution
A platform offering personal and joint accounts on Mercury.
Features: Earn competitive yields in savings accounts, set custom automations, share tailored access, and collaborate with trusted individuals through joint accounts.
Customers
Individuals seeking efficient financial optimization tools with tailored access sharing capabilities.
Occupation: Financial planners, couples managing joint finances, and individuals looking to automate and optimize their personal finances.
Alternatives
View all Mercury Personal alternatives →
Unique Features
Tailored access sharing for joint accounts, competitive yield options in savings accounts, and custom automation tools for financial management.
User Comments
Offers a seamless experience in optimizing finances and handling joint accounts.
The collaborative features for joint accounts are highly appreciated.
Users find the yield options competitive and appealing for savings.
Custom automation tools make managing finances easier and more efficient.
Overall, users enjoy the tailored access and collaborative aspects of the platform.
Traction
Mercury Personal has gained significant traction with a growing user base and positive feedback.
The platform has seen an increase in joint account collaboration and personalized financial optimization.
Market Size
$11.44 trillion was the total value of personal savings in the United States as of 2021, showcasing the vast market potential for financial optimization tools.
The increasing trend of individuals actively managing their finances amplifies the demand for products like Mercury Personal.
Monthly Budget Spreadsheet Template
Budget spreadsheet for Excel & Google Sheets
7
Problem
Users struggle to manage their finances effectively, leading to disorganized income tracking and budgeting
Solution
A budget spreadsheet template for Excel & Google Sheets that facilitates tracking of income, expenses, and savings with customizable categories and automated calculations
Customers
Individuals and businesses looking to streamline their financial management processes
Unique Features
Customizable categories, automated calculations, suitable for personal and business budgeting
User Comments
Simplified my budget tracking
Great for maintaining financial discipline
Easy to use and highly effective
Helped me save more with clear insights
Ideal for both personal and business finances
Traction
Growing user base with positive reviews on ProductHunt
Market Size
Personal finance software market was valued at $1.02 billion in 2020.
Mercury Personal
Powerful personal and joint accounts on Mercury
62
Problem
Users face challenges in optimizing their finances efficiently
Current banking solutions lack personalized automations and tailored access options
The cumbersome process of managing joint accounts with trusted individuals
Solution
An online platform providing powerful personal and joint accounts on Mercury
Users can earn competitive yields in savings accounts, set custom automations, and enjoy tailored access options
Users can seamlessly collaborate with spouses or trusted partners through joint accounts
Customers
Individuals seeking to optimize their finances effortlessly
Users looking for competitive savings yields, custom automations, and tailored access options
Individuals who want to easily manage joint accounts with trusted partners
Unique Features
Competitive yield savings accounts
Custom automations and tailored access options
Seamless collaboration through joint accounts
User Comments
Simple and effective tool for optimizing finances
Love the joint account feature, makes finance management with spouse easy
Competitive yields make it worth switching to Mercury Personal
Great user experience and customer service
Highly recommend for easy and efficient finance management
Traction
Gaining popularity among users for its competitive yields and tailored financial solutions
Growing user base with positive feedback
Increasing number of joint account collaborations through the platform
Market Size
The global personal finance management market is valued at approximately $12.6 billion in 2021
Expected to grow at a CAGR of 10.3% from 2021 to 2028
Increasing adoption of digital financial solutions driving market growth