How to use Notion Web Clipper extension

Earn Your Black Belt In Finances

Master your finances with Money Sensei, a Notion template designed to bring clarity, organization, and motivation to your financial journey. Below is a concise guide to each page and how to use it effectively.

How to Use This Template

• Duplicate the template to your Notion workspace
• Customize pages to fit your financial needs and goals

Pages & How to Use Them

1. Incomes & Expenses
   • Purpose: Track all money coming in and going out
   • Use It: Log every income source and expense with details like amount and date
   • Tip: Review regularly to understand your cash flow
2. Transfers
   • Purpose: Monitor money movements between accounts
   • Use It: Record transfers with dates and account details for clear tracking
   • Tip: Use to ensure accurate account balances
3. Categories
   • Purpose: Organize transactions by type
   • Use It: Group incomes and expenses (e.g., salary, groceries) to identify earning and spending patterns
   • Tip: Analyze to optimize spending or boost income sources
4. Accounts
   • Purpose: Manage all financial accounts
   • Use It: Track bank accounts, credit cards, and balances with real-time updates
   • Tip: Update after transactions for full visibility
5. Budgets
   • Purpose: Plan and control spending
   • Use It: Set monthly budget limits per category and track adherence
   • Tip: Adjust budgets to align with financial priorities
6. Finance Overview
   • Purpose: Visualize financial trends
   • Use It: Review income and expenses by week, month, or year to spot patterns
   • Tip: Use to plan for high-spending periods
7. Months
   • Purpose: Track monthly financial performance
   • Use It: Log monthly earnings, spending, and balance to monitor savings growth
   • Tip: Compare months to assess progress
8. Assets
   • Purpose: Build and track investments
   • Use It: Log assets (e.g., stocks, real estate) to grow your portfolio and net worth
   • Tip: Update with new investments to plan for the future
9. Subscriptions
   • Purpose: Monitor recurring expenses
   • Use It: List subscriptions with costs and billing dates to avoid surprises
   • Tip: Check for unused services to cancel
10. Recurring Payments
    • Purpose: Track regular bills
    • Use It: Log monthly payments (e.g., rent, utilities) to ensure timely payments
    • Tip: Set reminders for due dates
11. Financial Goals
    • Purpose: Set and achieve long-term targets
    • Use It: Define goals (e.g., debt payoff, emergency fund) and track progress
    • Tip: Break goals into milestones for motivation