The Best Tool to Organize Your Finances: 7 Reasons You Need Notion

Finances are a huge part of every individual's life. Notion is the best tool to organize your finances, and there are many reasons why you need Notion in your day-to-day routine. Not only does Notion offer hundreds of free templates that can be customized to fit any person's needs, but it also offers features like off site backups, customizable alerts for bills coming due, and more! Read on to find out 7 ways Notion will help you stay organized this year!

Notion is FREE

Not only does it help you stay organized with its wide variety of features and customization capabilities but also because it's FREE! You can also download free templates for whatever it is you want to track or organize. If you would like to unlock more features there is also a paid upgrade.

Notion is EASY to use

Whether you are a person who can't even organize their email inbox, or someone who has been using project management software for years Notion will be easy enough for anyone to utilize. With its intuitive drag and drop interface and minimalistic design layout it's simple as well as beautiful!

Access to thousands of pre-made templates

If you are ever too overwhelmed with the thought of creating your own boards and templates there are thousands available for free. Sites such as Prototion and NotionWizard offer an endless amount of free and paid templates. You can also find many examples to organize your finances on Reddit and Twitter, including this helpful one that organizes income, bills, and investments.

The ability to create your own boards and templates

On the other hand, if you are someone who likes to have more control over their organization or prefers a specific layout, you can easily create your own boards and templates in Notion. This is a great feature for people who already have an idea of how they want to structure their own Notion board with what is relevant to themselves.

The ability to collaborate with others

Another great feature of Notion is that you can easily collaborate with others. Whether you need help staying on top of your bills or want someone to help you keep track of your investments, collaborating in Notion is a breeze. You can invite other users to view and/or edit specific boards, making it collaborative. This is also a great feature if you like someone's board they created - with their access you can copy it to your own.

Flexibility and ease of use

Notion is extremely flexible and easy to learn. If it does not already natively have what you need the platform is built so you can create it yourself with access to Notions API. There are also tons of useful videos on Notions site and Youtube on how to use the platform efficiently and with ease.

Automation of Your Finances

No need to manually update your transactions in your spreadsheet. Finotion integrates with Notion and links your accounts to your budget spreadsheet. This way you can automate your finances and have all of your transactions in one place without the hassle of logging into multiple pages.

To get started, sign up to get access to and link your financial institution. From there you can create budgets, track your net worth, and more! You’ll have everything you need to take control of your finances in one place. And if you ever have any questions, our team is here to help.