ZikoTemplates

Notionの財務テンプレートで、財務の健全性を確保しましょう。予算の可視化から経費の管理、投資の監視まで、財務に関する包括的な概要を把握できるように設計されています。これらのテンプレートを使えば、簡単かつ明確に財務を管理できます。

cash

ファイナンス

Notionのパーソナルファイナンステンプレートで、財務管理を行いましょう。このテンプレート集には、予算プランナー、経費トラッカー、トレーディングジャーナル、投資ログ、貯蓄目標など、お金をより賢く管理できるように設計されたテンプレートが揃っています。財務的な安定と成長を達成したい方に理想的なテンプレートです。

currency-coin

パーソナルファイナンス

Notionの投資テンプレートで、財務的な成長を最大化しましょう。ポートフォリオの管理、市場の分析、投資目標の管理、詳細なトレーディングジャーナルの維持ができます。個人投資家や金融アナリスト、詳細な情報に基づいて判断し、投資環境に対応したい方のために設計されています。

currency

投資

ワークスペースでの最適な効率と共同作業を実現するために厳選

chart-line

仕事

夏のスターターパック

学業の成功を後押しするツール

学生のニーズに合わせて作られた、学業の成功のためのテンプレート

school

学校

情報が整理された、生産性の高い充実したライフスタイルを構築

potted-plant

暮らし

ZikoTemplates builds clean, practical Notion systems for creators, freelancers, and businesses. Designed for clarity, productivity, and real-world workflows. 
Contact me: Zakaria.taoussi03@gmail.com

Track tax filings, compliance deadlines, and client obligations in one organized Notion workspace. Stay on top of due dates, monitor priorities, and avoid missed submissions with a simple tracker designed for accounting firms and tax professionals.

Accounting Firm Compliance Tracker

Interview Planner for Notion — schedule, run, and score every interview in one place. Plan interview rounds, track candidates by stage, capture structured feedback, and make confident hiring decisions from a single connected dashboard. Built for recruiters, hiring managers, and H

Interview Planner

Marketing KPI Dashboard is a ready-to-use Notion template to track your most important marketing KPIs in one place—targets vs. current performance, ownership, quarterly cadence, and clear status visibility—so you can spot risks early and report progress fast.

Marketing KPI Dashboard

This template helps you plan, schedule, and track social media posts across platforms. Manage content ideas, post dates, media, and engagement metrics (likes, shares, comments) to stay organized, monitor performance, and ensure timely content delivery.

Social Media Planner

Hedge Fund Research Hub — Organize your entire investment research process — notes, tickers, analysts, and status — in a single, elegant Notion dashboard.


Hedge Fund Research Hub

Photography Booking Calendar is a Notion template to organize and manage your photo shoots in one place—track clients, shoot types, dates, statuses, durations, and notes with a calendar view and quick reporting charts.

Photography Booking Calendar

Track every client relationship and its linked investment accounts in one clean Notion hub. See AUM by net worth tier, account type distribution, and portfolio status — all in a purple-and-grey dashboard built for advisors and RIAs.

Wealth Management Client & Portfolio Tracker

Product Launch Tracker is a simple Notion template designed to help entrepreneurs plan, organize, and execute product launches with clear tasks, deadlines, and a structured launch workflow.

Product Launch Tracker

Track invoices, monitor collections, and manage cash flow with this Notion template for accounting firms. Stay on top of outstanding payments, overdue invoices, and billing activity in one simple dashboard designed for finance professionals.

Accounting Firm Billing

Plan, organize, and schedule your social media content with a simple workflow. Manage ideas, track progress, and stay consistent with an easy-to-use content calendar.

SMM Content Planner (Lite)

A clear and structured tracker to manage client feedback and revision requests in one place. It helps you monitor pending revisions, completed work, and revision status with tables, quick actions, and visual summaries.

Client Feedback & Revisions Tracker

Manage your content creation workflow from idea to publication.

Content Production Tracker

Track your digital marketing campaigns, monitor performance metrics like ROI, conversions, and ad spend, and optimize results in one simple Notion system.

Campaign Performance Tracker (Ads & Growth OS)

Construction Budget Tracker is a simple Notion template for contractors and project managers to monitor project budgets, track actual costs, and compare budget vs actual spending in one clean dashboard.

Construction Budget Tracker

Video Editor Project Tracker Lite is a simple, visual workspace for managing video projects from brief to delivery. Track projects by status, keep an eye on deadlines, and view upcoming work in a calendar—so you stay organized and on schedule with minimal effort.

Video Editor Project Tracker Lite 

Partnership Performance Tracker is a Notion template that helps you measure partnership results in one place—tracking leads, revenue, engagement, status, and quarter—with dashboards and rankings to quickly spot your top-performing partners.

Partnership Performance Tracker

Construction Task Tracker is a simple Notion template for contractors and site supervisors to organize site tasks, manage deadlines, and track project progress with a clear construction workflow board.

Construction Task Tracker

Analyze real estate deals in seconds using key metrics like ROI, cash flow, and investment score. A simple Notion tool for investors to quickly evaluate whether a property is worth buying or not.

Real Estate Deal Analyzer Lite


Track every business cost with tax-deductible flagging. See spend by category and by month with three purple-and-grey charts and a gallery view of every expense card.

Creator Studio - Creator Expense Tracker

A simple Notion workspace to organize and manage your business relationships. Keep partner information, contact details, statuses, and notes in one centralized directory designed for creators, freelancers, and small businesses.


Partner Directory

Keep every IPS, trust deed, and ADV form organized and expiry-aware. This Notion vault links documents to clients, flags days until expiry, and displays it all through a clean purple-accented dashboard of donut and bar charts.

Wealth Management Document Vault & Expiry Tracker

Stay audit-ready with a Notion system that tracks KYC renewals, ADV disclosures, and suitability reviews by assignee and due date. Overdue items auto-flag, and a purple-and-grey dashboard shows compliance workload across your team instantly.

Wealth Management Compliance & Tasks Tracker

Never miss a client review or follow-up again. This Notion template links every meeting to its client, tracks days until next follow-up, and visualizes meeting activity through a clean purple-and-grey dashboard of donut and bar charts.

Wealth Management Meetings & Follow-Ups Tracker

Family Office Entity Tracker is a Notion template that centralizes trusts, LLCs, foundations, and other entities in one dashboard. Track assets, ownership, contacts, review dates, and status with automated size flags, charts, and reporting views for clear, organized wealth govern

Family Office Entity Tracker

Wealth Management OS — an all-in-one Notion system for advisors & family offices. Track clients, portfolios, holdings, AUM, meetings, goals, compliance & documents. 8 connected databases, live charts & dashboards. Manage your entire book of business in one place.

Wealth Management OS

Startup Accelerator OS is an all-in-one Notion template for managing startup accelerators. Track applications, cohorts, mentors, sessions, milestones, investors, Demo Day readiness, and tasks with 8 connected databases and visual dashboards.

Startup Accelerator OS

Family Office OS is the ultimate Notion template to manage family wealth in one place. Track entities, investments, real estate, philanthropy, asset allocation, advisors & reports across 8 connected databases with smart automations & 16+ dashboards. Organize your wealth today.

Family Office OS

Private Equity Firm OS — Run your entire PE fund in one Notion workspace. Track deal flow, due diligence, IC decisions, portfolio value creation & exits across 8 linked databases with dashboards, pipelines & charts. Built for funds, family offices & independent sponsors.

Private Equity Firm OS

Recruitment Firm OS is an all-in-one Notion template for recruiters and staffing agencies. Manage candidates, clients, jobs, interviews, placements, and revenue from one organized workspace with dashboards, reports, and automated workflows.


Recruitment Firm OS

Run your entire financial advisory firm in one powerful Notion workspace. Manage clients, financial plans, meetings, compliance, revenue, and your sales pipeline with connected databases, automated dashboards, and smart workflows built for advisors, RIAs, and wealth managers.


Financial Advisory Firm OS

An executive-grade Notion workspace for CMOs, Growth Leaders, and Marketing Teams. Plan strategy, manage initiatives, track campaigns, monitor KPIs, align teams, and report performance from a single marketing operating system.


CMO Operating System

An all-in-one Partnership CRM for Notion. Organize partner relationships, track opportunities, manage campaigns, and stay on top of follow-ups with a simple, centralized workflow.

Partnership CRM

Franchise Management OS is an all-in-one Notion system designed to help you manage multiple locations, track revenue and expenses, monitor staff performance, handle inventory, and standardize operations with SOPs — all from a single dashboard.

Franchise Management OS

Solopreneur OS is an all-in-one Notion system designed to help you turn ideas into revenue. Manage your idea pipeline, validate business concepts, build MVPs, launch products, and track growth—all in one structured workflow.

Solopreneur OS

A Real Estate Investor OS designed to analyze property deals, calculate ROI, track cash flow, and manage your investment portfolio in one system. Make smarter investment decisions and scale your real estate portfolio efficiently.

Real Estate Investor OS

A complete Social Media Marketing Agency OS for managing clients, content, tasks, and performance in one place. Plan, create, publish, and analyze your social media workflow with a structured, easy-to-use system.

Social Media Marketing Agency OS

Product Launch OS is a complete Notion system to plan, manage, and track product launches from strategy to revenue. Organize tasks, content, campaigns, leads, and sales in one structured workspace designed for founders, creators, and teams.

Product Launch OS

Fundraising & Investor CRM is a premium Notion system for founders raising capital. Track your investor pipeline, monitor round progress, manage commitments, and structure your cap table — all in one executive dashboard designed for clarity, momentum, and control.

Fundraising & Investor CRM 

All-in-one Notion template for accounting firms to manage clients, engagements, invoices, payments, and compliance deadlines. Track cash flow, monitor workload, organize documents, and streamline your accounting workflow with a powerful financial dashboard.

Accounting Firm OS

The Agency Business OS  is an all-in-one workspace that connects clients, projects, finances, tasks, SOPs, and contacts in one system. It simplifies workflows, tracks performance in real time, and helps agencies stay organized and profitable.

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