AMIIC Wealth

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תבניות Notion עבור שירותים פיננסיים

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שירותים פיננסיים

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ניהול כספים עסקי

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עבודה

להתחיל את הסמסטר כמו שצריך

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חיים

44,000+ downloads. 54 Notion templates built for budgeting, investing, debt, income tracking, and more. Free templates to start — Pro systems when you're ready to go deeper.

Track your savings like a pro.
This simple 2-database setup helps you plan, track, and achieve multiple savings goals.

Savings Goals Tracker

A comprehensive bill payment tracker to manage all your recurring expenses in one place. Track due dates, payment status, billing cycles, and spending by category with multiple views for complete financial oversight.

Bill Payment Tracker

Take control of your side hustle earnings with this clean and functional Side Hustle Income Tracker built in Notion.

Side Hustle Income Tracker

Track every debt, payment, and balance in one place. A clean, all-in-one Notion dashboard to help you stay organized and pay off debt faster.

Debt Tracker

Take full control of your investment portfolio with this minimalist and powerful Notion Investment Tracker.
Designed specifically for users who want a clean, accurate overview based only on Buy and Sell transactions.

Investments Tracker

Effortlessly track your travel budget, manage expenses, and stay on top of your spending with this easy-to-use Notion template.

Travel Budget Planner

Take control of your finances with this simple and powerful Notion template designed to track your net worth over time.

Net Worth Tracker

Track every credit card, statement, transaction, and your credit score in one Notion dashboard. Auto-calculated balances, budgets, and improvement tips built in.

Credit Card Pro

Plan, organize, and track your event budgets with ease. This template includes:

Event Budget Planner

Track every subscription across all your accounts. Get instant visibility into renewals, costs, and payment methods. Cut unnecessary subscriptions and save hundreds monthly.

Subscription OS

Manage multiple savings goals with live progress bars, automated tracking, and beautiful dashboards—all in one Notion system.

Savings Goals Pro

Track every bill, subscription & recurring payment in one Notion dashboard. Automated reminders. Zero missed payments.

Bills Tracker Pro

Perfect for freelancers, small business owners, or anyone claiming mileage deductions.

Mileage Tracker

An all-in-one personal finance command center to track accounts, budgets, income, expenses, bills, subscriptions, and savings goals — with a live dashboard that updates automatically as you log your money.

Finance OS Starter

Debt OS is the all-in-one Notion system to manage, track, and eliminate every debt in your life. Built for serious payoff — with creditors, goals, strategies, reports, and a full payments log in one connected workspace.

Debt OS

Take control of your finances with this all-in-one Finance Tracker template. Designed for simplicity and clarity, it helps you stay on top of every aspect of your financial life.

Smart Finance Tracker

Stay organized, focused, and motivated with this powerful Goals Tracker built in Notion!
Whether you're chasing personal growth, fitness achievements, career milestones, or financial goals, this template gives you a clear and structured path to success.

Goals Tracker

Plan smarter and travel stress-free with this simple but powerful Notion checklist system.

Travel Checklist

Stay on top of your credit health with this clean, simple Credit Score Tracker.

Credit Score Tracker

Track dividend income, manage your portfolio, and monitor upcoming payments — all in one beautifully organized Notion workspace.

Dividend Tracker

Plan your dream wedding with ease using this simple and organized budget planner.

Wedding Budget Planner

Organize your future expenses with clarity and confidence!

Sinking Funds Organizer

A simple and effective system to track marketing campaigns, expenses, budgets, and ROI — ideal for freelancers, creators, and small businesses.

Marketing Spend Log

Easily manage and grow your emergency savings with this simple, powerful tracker.

Emergency Fund Tracker

The ultimate all-in-one personal finance command center for Notion — track accounts, credit cards, net worth, debts, investments, budgets, bills, subscriptions, and savings goals in one connected workspace, with a live dashboard and mobile view that update automatically.

Finance OS (Growth) 

Stock Portfolio Pro is a premium Notion investment tracker designed to help you manage holdings, transactions, dividends, watchlists, accounts, goals, and portfolio performance in one organized workspace.

Stocks Portfolio Pro (Live Price)

Master multiple credit cards with automated tracking, rewards management, and credit score monitoring — all in one premium Notion system.

Credit Card OS

Track every recurring payment — bills, subscriptions, income & debt — in one automated Notion system with budgets, reports & dashboards.

Recurring Payments OS

Take full control of your finances with this all-in-one Notion dashboard, built for clarity, growth, and long-term wealth. 

Finance OS

Take full control of your debt with one powerful Notion dashboard. Debt Tracker Pro helps you track balances, log payments, compare Snowball vs Avalanche strategies, and visualize your payoff progress — all in one beautifully designed workspace.

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