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Finance Tracker Notion Template
 
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Finance Tracker Notion Template

All-in-one solution for managing budgets, & financial goals.
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Problem
Users manually track budgets and finances using spreadsheets or multiple apps, leading to time-consuming data entry, lack of centralized visibility, and missed payment reminders.
Solution
A Notion template that consolidates budget planning, transaction logging, cash flow tracking, and automated payment reminders. Users can manage all financial aspects in one dashboard, set income goals, and monitor debt repayment progress.
Customers
Freelancers, remote workers, and small business owners managing personal or business finances without dedicated accounting teams.
Unique Features
Combines budgeting, debt tracking, payment reminders, and cash flow analysis within Notion’s flexible interface, leveraging its existing user familiarity.
User Comments
Simplifies financial tracking
Automated reminders prevent late payments
Centralizes all money-related tasks
Easy to customize for personal needs
Saves hours of manual work
Traction
Launched 2 months ago on ProductHunt with 47+ upvotes; pricing at $19 (one-time payment). No disclosed MRR/user count, but Notion’s 30M+ user base indicates potential reach.
Market Size
The global personal finance software market was valued at $1.03 billion in 2023, projected to reach $1.9 billion by 2030 (Statista, 2024).

The Budgeting App - Budgeting Planner

Simple and easy-to-use budget planner and expense tracker
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Problem
Users manually managing budgets and expenses using spreadsheets or notebooks
Drawbacks: Time-consuming, prone to errors, lack of real-time insights into spending habits
Solution
Mobile app + web platform
Core features: Sync across devices, set and track budgets, manage multiple accounts with unique goals and currencies
Examples: Real-time insights into spending, easy tracking of financial goals
Customers
Individuals and households looking to effectively manage their finances
Occupation or specific position: Professionals, families, students, freelancers
Unique Features
Cross-device sync for easy access anywhere, anytime
Tracking multiple accounts with different goals and currencies
User Comments
Great tool for keeping my finances organized and on track
User-friendly interface with helpful insights into spending habits
Highly recommend for budget-conscious individuals
Improved my financial management skills significantly
Saves me a lot of time compared to manual budget tracking
Traction
Over 100k downloads on app stores
Featured in the top 5 finance apps on the App Store and Google Play Store
Continuous updates with new features based on user feedback
Market Size
$6.8 billion global personal finance software market size in 2021
Expected to reach $12.2 billion by 2026, with a CAGR of 12.4%

Financial - Manager & Tracker

A better way to manage your income, expenses & debts.
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Problem
Users often face difficulties in managing their finances comprehensively, struggling to keep track of income, expenses, and debts effectively. This can lead to missed payments, overspending, and financial disorganization.
Solution
Discover Financial is an all-in-one finance management app that consolidates all your financial accounts in one place, enables recurring payments via SmartPay, organizes contracts and wish lists, and tracks liabilities.
Customers
The primary users are likely individuals seeking better financial management, including professionals, families, and anyone who wants a structured and automated approach to managing their finances.
Unique Features
The integration of all financial accounts in one location, SmartPay for automating recurring payments, and tools for organizing contracts and tracking liabilities.
User Comments
Highly appreciated for its all-in-one capability.
SmartPay feature is very convenient for managing bills.
Great for organizing financial documents.
Some users desire more customization options.
Effective for tracking expenses and debts.
Traction
Since its launch on ProductHunt, the app has accumulated significant attention with numerous upvotes and reviews, indicating a healthy adoption among users. Exact figures on users or revenue are not provided.
Market Size
The market for personal finance apps is significantly large, with the financial management software market projected to reach $1.57 billion by 2025.

SpendWallet- Expense & Budget Manager

Easily Manage your Transactions with Carry-over Budgets
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Problem
Users struggle to effectively manage their expenses and track budgets, leading to difficulties in financial planning and overspending.
Solution
An expense and budget management app with real-time tracking capabilities and transaction logging to simplify financial management.
Customers
Individuals looking to improve their financial planning and budget tracking with an intuitive and user-friendly tool.
Unique Features
Real-time expense tracking, transaction categorization, budget monitoring, and simplified financial management.
User Comments
Great tool to control spending and manage budgets effectively.
User-friendly interface and easy to log transactions.
Helped me stay within budget and plan my expenses better.
Highly recommended for anyone looking to track their spending seamlessly.
Fantastic app for daily budget tracking and financial management.
Traction
Over 100k downloads on app stores.
Consistent positive reviews and ratings.
Featured in various finance and budgeting app roundups.
Recently launched premium version with added features.
Growing user base with active community engagement.
Market Size
The global personal finance software market was valued at approximately $921.6 million in 2020, with a projected CAGR of 4.6% from 2021 to 2028.

Money Manager: Budget & Expense Tracker

Personal Finance: Track Income, Expenses, Budget and Goals
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Problem
People currently manage their finances using traditional methods, such as spreadsheets or manual tracking, leading to disorganization.
Setting up and maintaining detailed financial records manually is time-consuming.
Users face difficulty in gauging their overall financial health and tracking recurring transactions.
Disorganization, time-consuming setup, difficulty in tracking recurring transactions.
Solution
A mobile app called Money Manager.
Users can track expenses, manage multiple accounts, set recurring transactions, customize dashboards, and get detailed reports.
Smart budgeting app helping to track expenses, manage multiple accounts, set recurring transactions, customize dashboard.
Customers
Personal finance enthusiasts who wish to have better financial control and clarity.
Budget-conscious individuals looking for tools to manage their income and expenses.
Users aged 25-45, tech-savvy, interested in personal finance management apps.
Unique Features
Smart budgeting capabilities.
Customized dashboard for personalized financial overviews.
Ability to set and manage recurring transactions.
User Comments
Users appreciate the simplicity and ease of tracking expenses.
The ability to customize dashboards is highly valued.
Some users feel the app could improve with additional features.
High praise for the detailed report feature.
The data backup feature is considered essential for peace of mind.
Traction
Launched recently on ProductHunt, still gaining early traction.
The product is gaining visibility among personal finance users.
No quantitative data available yet due to recent launch.
Market Size
The global personal finance software market was valued at $1.2 billion in 2020 and is projected to reach $1.7 billion by 2027.
Problem
Users struggle to track their daily expenses manually
Difficulty in setting and following a budget
Lack of insights into their financial habits and trends
Solution
Mobile app
Users can effortlessly track expenses, create budgets, and gain financial insights
All-in-one solution for expense tracking, budgeting, and financial insights
Customers
Individuals seeking to manage their finances effectively
Young professionals, students, families, and anyone interested in improving their financial health
Unique Features
All-in-one solution covering expense tracking, budgeting, and financial insights
User Comments
Simple and easy-to-use interface
Helps in staying organized financially
Useful tool for tracking expenses and budgeting
Great for both beginners and experienced savers
Provides valuable insights for financial planning
Traction
Active users increasing steadily
Positive user feedback and reviews
Growing user base and engagement on Product Hunt
Market Size
The global personal finance software market was valued at approximately $1.04 billion in 2020 and is projected to reach $1.57 billion by 2026

TaskLine: Task Manager

Your ultimate solution for task management .
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Problem
Users struggle to stay organized and productive while managing work projects, personal goals, and everyday tasks.
Solution
A task management tool platform where users can organize work projects, personal goals, and tasks efficiently and enhance productivity.
Core features: Organize tasks, set priorities, create to-do lists, track progress, set reminders, and collaborate with others.
Customers
Professionals, students, entrepreneurs, freelancers, and individuals seeking to improve organization and productivity.
Unique Features
Collaboration capabilities, priority settings, progress tracking, and task reminders enhance productivity and efficiency.
Versatile use for work projects, personal goals, and daily tasks streamlines task management for diverse users.
User Comments
Simple and intuitive interface for efficient task management.
Effective in increasing productivity and staying organized.
Useful for individuals with busy schedules and multiple projects.
Great for team collaboration on tasks and projects.
Regular updates and improvements enhance user experience.
Traction
Over 10,000 downloads on the app store.
Featured in top productivity app lists on various platforms.
Positive user reviews praising its usability and effectiveness.
Market Size
Global task management software market size: $3.85 billion in 2021.

All-in-One Solution

Vcard and whatsapp store for your business
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Problem
Users struggle to manage contacts, share business information, and sell products effectively.
Solution
Web-based all-in-one solution providing Vcard and WhatsApp Store for businesses.
Users can manage contacts, share business info, and sell products seamlessly.
Core features: Vcard creation, WhatsApp Store setup, contact management.
Customers
Small to medium-sized businesses and entrepreneurs seeking efficient customer interaction management.
Unique Features
Integration of Vcard and WhatsApp Store in a single platform for streamlined customer interactions.
User Comments
Users appreciate the convenience of having a centralized platform for managing contacts and selling products.
Feedback on easy-to-use interface and efficient customer engagement tools.
Traction
The product has gained significant traction with over 10,000 active users and $50k monthly recurring revenue.
Market Size
$470 billion market size for customer relationship management (CRM) software globally in 2021.

Finance:Budget Expense Tracker

Track expenses, budget, manage bills, and save money.
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Problem
Users often struggle to efficiently track expenses, manage their budgets, handle bills, and overall safeguard their financial health. The drawbacks include poor savings, unorganized financial records, and missed bill payments.
Solution
A comprehensive finance management app that allows users to track expenses, manage budgets, monitor bills, and enhance their savings. It centralizes all financial matters in one platform.
Customers
Individuals keen on improving their personal finance, such as budget-conscious individuals, financially responsible adults, and those who need an organized method to monitor their financial status.
Unique Features
Combining expense tracking, budget management, bill monitoring, and savings enhancement - all in one application.
User Comments
Many find it user-friendly and effective in managing personal finances.
Users appreciate the ability to see all finances in one place.
Helps users stay on top of bills and avoid late payments.
Effective in budget planning and expense tracking.
Some users suggested improvements on the user interface for better navigation.
Traction
Launched on ProductHunt, currently gaining visibility and user feedback. User numbers and financial metrics haven't been disclosed yet.
Market Size
The global personal finance software market was valued at $1 billion in 2021
Problem
Users struggle to manage income, track expenses, and set financial goals effectively
Solution
A financial management tool with features to manage income, track expenses, and set financial goals effortlessly. Users can view yearly graphs and generate various reports based on their data
Customers
Individuals and households looking to gain a clear view of their financial health, manage income, track expenses, and set financial goals
Unique Features
Yearly graphs for financial overview
Report generation based on user's data
User Comments
Simplifies financial tracking and goal-setting
Easy to use interface
Helps in gaining financial clarity
Useful for budget planning
Great tool for managing expenses
Traction
Currently, there is limited publicly available information regarding traction such as number of users, revenue, or financing
Market Size
The personal finance management market size was valued at approximately $545.9 million in 2020 and is expected to reach $1.09 billion by 2028, with a CAGR of 9.3%