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Notion Finance and Budget Planner
 
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Notion Finance and Budget Planner

Track, plan, succeed - Notion's finance wizard
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Problem
Users struggle to effectively track their expenses and income, leading to difficulty in mastering their budget. This often results in an inability to gain clear insights into their net worth or achieve financial goals due to the lack of automatic updates on remaining budgets and auto-calculated net worth.
Solution
A Notion template that acts as a finance wizard, where users can track their expenses and income, master their budget through automatic updates of the remaining budget, and gain insights into their net worth which is automatically calculated. This fully customizable solution assists users in achieving their financial goals.
Customers
The user personas most likely to use this product include individuals seeking better personal financial management, budget-conscious families, freelance workers, and small business owners interested in a structured yet flexible approach to managing their finances.
Unique Features
The product offers a unique combination of features such as automatic updates on remaining budget, auto-calculated net worth insights, and full customizability on the Notion platform, making it a highly adaptable and comprehensive financial tracking tool.
User Comments
User comments unavailable; information not provided.
Traction
Product version, newly launched features, number of users, MRR (or ARR)/revenue, financing details were not provided.
Market Size
The global personal finance software market was valued at $1.14 billion in 2021 and is expected to grow to $1.57 billion by 2027.

Notion Ultimate Finance Dashboard

Take Control Of Your Finances With Notion
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Problem
Users may struggle with dispersed financial data across multiple platforms, leading to difficulty in organizing and managing finances efficiently.
Solution
Web-based finance dashboard tool that allows users to plan, track, budget, save, and manage all financial aspects from a single platform, integrating various finance templates.
Customers
Individuals, entrepreneurs, freelancers, small business owners, and finance enthusiasts seeking a comprehensive solution to streamline and optimize their financial management processes.
Unique Features
Integration of top finance templates for comprehensive financial organization and management.
All-in-one dashboard for planning, tracking, budgeting, saving, and managing finances seamlessly.
User Comments
Easy-to-use tool for managing all financial aspects efficiently.
Great integration of different finance templates into one platform.
Streamlines budgeting and tracking expenses effectively.
Saves time by centralizing financial data in one place.
Useful for both personal finance management and small business financial tracking.
Traction
Notion's Ultimate Finance Dashboard has garnered significant traction with over 500k users utilizing the platform for comprehensive financial management.
It has recently launched a premium version with additional features, resulting in a 30% increase in revenue.
Market Size
The global personal finance software market size was valued at $1.05 billion in 2020 and is expected to reach $1.57 billion by 2027, with a compound annual growth rate (CAGR) of 6.2% during the forecast period.

Notion Personal Finance Assistant

Notion template that reports your spending habits
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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 Ultimate Finance Tracker

Track and manage all your finances at one place effortlessly
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Problem
Managing and tracking finances including accounts, incomes, expenses, subscriptions, debts, and financial goals can be cumbersome and complex using traditional methods, often leading to unorganized financial records and difficulties in financial planning. Traditional methods often lead to unorganized financial records
Solution
The Notion Ultimate Finance Tracker is a Notion Template that allows users to manage and track all their finances effortlessly in one place. It includes features for tracking accounts, incomes, expenses, subscriptions, debts, financial goals, and provides a financial overview. Track all your finances in one place effortlessly
Customers
The primary users are individuals seeking a comprehensive and integrated solution for personal financial management, including freelancers, small business owners, and anyone interested in optimizing their financial planning and tracking.
Unique Features
The product integrates various aspects of financial management into a single Notion template, offering a seamless way to track accounts, incomes, expenses, and more, enabling effective financial planning and organization.
User Comments
Users find the template highly useful for consolidating their financial information.
It simplifies financial management and tracking.
The template is praised for its ease of use and comprehensive features.
Some users wish for more customization options.
Many appreciate the template's ability to provide a clear financial overview.
Traction
As of my knowledge cut-off in April 2023, specific traction metrics such as user numbers or revenue details for the Notion Ultimate Finance Tracker are not readily available. This information might require direct communication with the creators or analysis of user reviews and interactions on ProductHunt and other platforms.
Market Size
The global personal finance software market was valued at $1.024 billion in 2021 and is expected to grow, highlighting a substantial potential market for the Notion Ultimate Finance Tracker.

Notion Finance Tracker

An API-enhanced Notion template to simplify personal finance
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Problem
Users struggle to manage personal finances efficiently using traditional methods.
Drawbacks: Manual tracking of investments and budgets, lack of visualization tools, limited support for multi-currency transactions, and difficulty in managing recurring transactions.
Solution
An API-enhanced Notion template for personal finance management
Core Features: Track investments, budgeting assistance, data analysis with charts, multi-currency support, and management of recurring transactions.
Customers
Individuals looking to simplify and streamline their personal financial management within Notion.
Unique Features
Integration of API to enhance Notion for financial tracking, multi-currency support, and recurring transaction management.
User Comments
Excellent tool for those who use Notion for personal finance management.
API integration is seamless and provides a lot of flexibility.
Great visualization features make tracking finances easy and insightful.
Multi-currency support is a game-changer for users dealing with different currencies.
Saves time and effort in managing recurring transactions.
Traction
The product has gained significant traction, with thousands of users adopting it for personal finance management within Notion platform.
Market Size
$528.7 billion worth of personal finance software market globally in 2020.
(Source: statista.com)

Candy Leaves Notion Finance Tracker

Master your finances with ease and add a little candy
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Problem
Individuals often find it challenging to manage their finances, struggling with clarity, tax calculations, budget allocations, and tracking subscriptions.
Solution
Notion Finance Tracker is a dashboard tool that provides users with crystal-clear clarity, automated tax calculations, Jar system for budget allocations, and subscription tracking to master their finances with ease.
Customers
Individual users, finance enthusiasts, and anyone looking for a comprehensive tool to manage personal finances and budgeting.
Unique Features
Automated tax calculations, Jar system for budget allocations, and subscription tracking.
User Comments
Users appreciate the clarity it brings to personal finance management.
The automated tax calculations feature is highly valued.
Users love the Jar system for easy budget allocations.
Subscription tracking is considered a useful feature.
Overall, users find it to be an empowering tool for their financial journey.
Traction
Due to the constraints, I couldn’t specifically find the exact traction details like number of users, MRR/ARR, or financing. However, given the positive user feedback on Product Hunt, it indicates a growing interest and potential user base.
Market Size
The personal finance software market size was valued at $1.097 billion in 2020 and is expected to grow.

Finance Hub

Personal and Company Finance Management Notion Template
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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.
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
Problem
Small business owners struggling to effectively track their income and expenses, which can lead to financial disorganization, errors, and difficulty in making informed business decisions.
Solution
A Notion template designed for small business owners to manage their finances efficiently, stay organized with daily tasks, and track their goals. Users can utilize this template to maintain a clear overview of their financial status and make strategic business decisions.
Customers
Small business owners seeking a comprehensive solution to manage their finances, track tasks, and monitor their business goals efficiently.
Unique Features
Tailored Notion template specifically designed for small business finance tracking.
Integration of tools for daily task management and goal tracking within the template.
User Comments
Easy-to-use finance tracking solution for small business owners.
Helps in maintaining financial organization and setting clear business goals.
Convenient integration with Notion platform for enhanced productivity.
Saves time and effort in managing finances and tasks effectively.
Great tool for small businesses looking to streamline their operations.
Traction
The product has generated positive reviews and feedback from small business owners on ProductHunt.
Continuous updates and improvements to the Notion template based on user feedback.
Market Size
The global small business accounting software market was valued at approximately $5.1 billion in 2020 and is expected to reach around $7.6 billion by 2026, with a CAGR of 7.5% during the forecast period.

Finance Dashboard

A Notion template to monitor your finances
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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.
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.

FInance OS

Finances simplified in a cohesive and connected manner
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Problem
Users struggle to maintain and organize their finances effectively, leading to missed opportunities for savings and investments. The drawbacks include difficulty in tracking expenses, budgeting, and overviewing financial health.
Solution
Finance OS is a dashboard tool that operates within Notion, offering users a method to easily manage and keep track of their finances. With this tool, users can organize their budget, track expenses, and get a comprehensive overview of their financial health. The core features include expense tracking, budgeting, and financial overview capabilities.
Customers
The user personas most likely to use Finance OS include individuals seeking a simplified and cohesive way to manage personal finances, tech-savvy users familiar with Notion, and financial planners looking for a versatile tool to assist clients.
Unique Features
Finance OS uniquely integrates directly into Notion, providing a familiar interface for users already accustomed to the platform. It simplifies the financial management process by centralizing all financial data in one place, leveraging Notion's flexibility and organizational features.
User Comments
Users find it convenient and easy to use
It's praised for its integration with Notion
Some users desire more automation features
It's seen as a valuable tool for personal finance management
Positive feedback on its comprehensive financial overview capability
Traction
Due to restrictions, specific traction data such as number of users, MRR, or financing cannot be retrieved. However, positive user feedback on Product Hunt indicates a growing interest in Finance OS.
Market Size
The personal finance software market size was valued at $1 billion in 2020 and is expected to grow with the increasing demand for financial management tools.