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Notion x Finance PRO

Notion x Finance PRO
  • lastupdatedate-icon Last Updated: 10-07-2023
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Notion x Finance PRO is not just another money-tracking template. It’s a complete personal finance and investing cockpit built inside Notion, created by a Notion-certified maker who lives and breathes systems – and it shows in every detail.

If you’re an entrepreneur, trader, creator, student, or professional who wants a single, elegant place to manage cash flow, debt, taxes, and investments (including live stock and crypto dashboards), this is one of the most advanced Notion finance setups on the market.

What is Notion x Finance PRO?

Notion x Finance PRO is the upgraded, professional version of the popular Notion x Finance template, designed to simplify, automate, and centralize your entire financial life. It combines:

• A complete personal finance manager (income, expenses, budgets, debt, taxes)
• A multi-account system (business + personal, multiple banks, brokers, cards)
• Live TradingView-powered dashboards for stocks and crypto
• Automated monthly and yearly reports for instant big-picture clarity

All of it is built inside Notion, so you get a powerful system that is still fully customizable to your life, your business, and your investing style.

Who created Notion x Finance PRO?

The template is built by Dave, a Notion Certified creator who has helped over 30,000 people with his templates. He is a young but experienced builder (started in his late teens, with 4+ years of Notion experience) who focuses on frameworks for students, freelancers, and productivity-focused professionals.

That matters for one reason: this isn’t a random spreadsheet slapped into Notion. The system reflects someone who deeply understands both Notion’s databases and the real workflows of people who juggle bills, side hustles, investments, and long-term goals. You see this in:

• Smart use of relations and rollups to auto-generate reports
• Thoughtful categories for spending, debt, and investments
• Workflows that remove manual repetition instead of adding complexity

What you get inside Notion x Finance PRO

The standard Notion x Finance template already covers the six pillars of personal money management. The PRO version takes everything and adds serious firepower for investors and power users.

Core personal finance system

At the heart of Notion x Finance PRO is a clean, well-structured dashboard that revolves around six main templates (often visualized as “boxes”):

1. Cash flow & transactions
You log income and expenses once, and relations automatically sort them into categories, months, and years. Instead of hunting for where your money went, you get a clear view of what’s eating your budget and what’s actually helping you grow wealth.

2. Budgets & goals
You can set budgets by category (e.g. food, rent, subscriptions, tools, advertising) and define financial goals (pay off debt, save for a car, build a 6-month emergency fund, grow a trading account). The system lets you see, in real time, whether your spending aligns with your goals.

3. Credit cards manager
This is where most people lose control. Notion x Finance PRO lets you track each card’s limit, balance, due date, and payments so you don’t get hit with surprise interest or missed payments.

4. Investments manager
A dedicated space for your long-term investments and trading activity. You can track positions, entries, exits, performance, and asset allocation across your accounts.

5. Taxes & debt
You can schedule tax payments, track obligations, and follow the progress of any debt repayment strategy. This is incredibly valuable for freelancers, entrepreneurs, and traders who don’t have taxes automatically handled by an employer.

6. Wish list / “Jar boxes”
A simple but psychologically powerful feature. You separate “wants” into purpose-based jars (e.g. travel, education, gadgets), so every dollar has a job. Instead of impulse spending, you’re visibly moving money toward the things that actually matter to you.

Automation and reporting

One of the biggest advantages of Notion x Finance PRO is that it doesn’t just store data – it turns it into insight.

• Auto-generated monthly and yearly reports
Every transaction you log is automatically grouped by month and year to create report pages that show your total income, total expenses, balances, and category breakdowns. You don’t have to build reports from scratch or run manual calculations.

• 30+ automations and 25+ pre-built templates
These pre-configured views, formulas, and database connections mean you’re not starting from a blank page. You get ready-made workflows, such as recurring expenses, salary tracking, subscription management, and more.

Investor-grade stock and crypto dashboards

This is where the “PRO” truly earns its name.

If you are a stock, options, or crypto trader/investor, constantly switching between your broker, TradingView, spreadsheets, and notes is painful. Notion x Finance PRO solves this by:

• Embedding dynamic TradingView dashboards inside Notion
You can choose the assets you want to follow directly from TradingView. This gives you a live overview of markets, watchlists, and key charts without leaving your finance system.

• Multiple stock dashboards
Organize your portfolios by strategy (long-term, swing, day trading), sector, or account. Combined with the inline database for trades, this lets you track entries, exits, and results against market conditions.

• Dedicated crypto dashboard
If you’re in crypto, you can track coins, tokens, and positions in one place, with TradingView charts visible alongside your allocation and P&L.

• Inline trading database
Instead of logging trades in random notebooks, you get a structured database for all positions: ticker, entry price, size, stop-loss, take-profit, result, notes, screenshots, and tags. Over time, this turns into a powerful journal that reveals which strategies are working and which are bleeding you.

Multiple accounts support

Most advanced users have more than one account: personal bank, business account, broker, exchange, PayPal, credit cards, etc. Notion x Finance PRO supports multiple accounts natively so you can:

• Track balances separately but view them together in a unified overview
• Filter transactions by account, so reconciliation is painless
• See which accounts carry higher risk, fees, or debt

Guides, tutorials, and ease of use

A common fear with advanced templates is complexity. Dave has clearly anticipated this.

You get:

• A detailed user guide
Explaining how the databases relate, how to log transactions correctly, and how to customize categories without breaking formulas.

• A video guide
A walkthrough of the system that helps visual learners understand how everything connects.

• A tutorial on creating your own TradingView dashboards inside Notion
You’re not just stuck with a fixed layout; you learn how to adapt the system to your own trading style and favorite assets.

Real student and user feedback

The creator showcases feedback collected from his Product Hunt launch and early adopters. While each testimonial is different, several patterns repeat:

• Users highlight how simple, yet powerful, the system feels. It removes friction from daily tracking instead of adding more work.
• Many mention finally seeing where their money is leaking – especially subscriptions, food, and impulse buys.
• Traders and investors appreciate not having to jump across apps: Notion becomes a central “mission control” for their financial life.
• Other Notion creators and power users validate the quality of the build, which is often the strongest signal: experienced Notion users recognize a well-structured system instantly.

From an SEO and review-writer perspective, this social proof is important: people aren’t just buying a template, they’re adopting a proven system that other serious users already trust.

Who is Notion x Finance PRO best for?

This template is especially powerful for:

• Entrepreneurs and freelancers
Manage cash flow, taxes, project-based income, and business expenses in one workspace. You can tag expenses by client or project and understand true profitability.

• Traders and investors
Create an integrated trading journal, watchlists, and portfolio tracking system combining TradingView charts with detailed trade records and performance stats.

• Students and young professionals
Build strong money habits early: budgeting, debt tracking, savings goals, and simple investing dashboards all in one place.

• Content creators and side-hustlers
Track income from multiple platforms, recurring SaaS tools, ad spend, and reinvestment strategies without spreadsheets chaos.

TSCourses angle: why get Notion x Finance PRO from us?

At TSCourses, our mission is simple: The Best Place to Learn Online Courses. We exist to make high-impact learning both accessible and affordable. When you get Notion x Finance PRO through TSCourses, you’re stacking the power of a world-class template with a buyer experience designed for convenience and peace of mind.

Here’s what makes our offer stand out:

Cheapest price in the market
We are committed to offering the lowest price you’ll find for Notion x Finance PRO. That means you can invest in a premium financial system without paying a premium price.

Instant delivery via Google Drive
The moment your payment is confirmed, you receive an instant Google Drive link with everything you need. No waiting, no delays, no complicated onboarding. You can import the template into your Notion workspace and start organizing your finances within minutes.

High-speed download, no account blocking
We know your time matters. Our delivery system is optimized for fast downloads and hassle-free access. You don’t need to worry about your account being blocked, throttled, or restricted after purchase.

15-day satisfaction guarantee
If you feel the template isn’t right for you or doesn’t fit your workflow, you have 15 days to decide. During that window, you can reach out, test, and explore without pressure. This removes the risk and lets you focus on one question only: “Does this help me master my money?”

Why this system is worth it (especially at our price)

Could you build something similar from scratch in Notion? Possibly – if you already understand relational databases, formulas, rollups, and advanced layouts. But you would spend dozens of hours iterating, testing, and fixing small issues that someone like Dave has already solved.

That’s the quiet value of Notion x Finance PRO:

• It saves you weeks of building and debugging.
• It gives you a structure that has been battle-tested by thousands of users.
• It accelerates your progress from “I should track my finances” to “I know exactly what’s happening with my money and where to optimize.”

Combined with TSCourses’ lowest-price commitment and risk-free 15-day guarantee, you’re effectively getting a premium, investor-ready financial operating system for the cost of a single dinner out.

If you:

• Feel like your money disappears each month without a clear explanation
• Trade or invest but lack a disciplined, data-driven journaling system
• Run a business or side hustle and need clarity across multiple accounts
• Want a clean, modern, customizable way to run your financial life inside Notion

then Notion x Finance PRO through TSCourses is one of the smartest, highest-leverage purchases you can make this year.

Take control of your cash flow, bring your trading and investing into a single command center, and finally see your money with the clarity of a pro.

Get Notion x Finance PRO from TSCourses today and turn your Notion workspace into the financial HQ your future self will thank you for.

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