Notion Template for Financial Goal Planning

This Notion template is a customisable database that will help you record you past, current, and future financial goals. One thing we all know intuitively is that "what gets measured gets done", and this database is built with this in mind.

Visual Progress Bars

With the help of a specially-made Formula property, you will be able to visualise the progress and performance for each of your goals. The progress bars will go up to 100%, after which you will be able to log your spending.

Ex: Let's say you are building up a fund for a new phone you want to buy. After you reach your savings' goal, you will be able to log the spending, so you know how much you have left from the same fund.

Kanban board

With the Kanban board layout you can now easily move your goals from "Not started" to "In-progress", and then to "Finished". In the same view, you will be able to take note of your progress bars.