Wealth Tracker – Notion Template

Plan. Track. Improve.
Master Your Financial Future

Tracking your finances is the key to better budgeting, identifying patterns, and reaching your financial goals, providing stability and future freedom.
4.9/5 from 87 reviews

Financial Freedom Starts with Smart Money Management

Master Budgeting, Reduce Expenses, and Invest Wisely for a Secure Future.

Track & Visualize Your Net Worth Growth

Monitor your assets and liabilities, analyze trends, and make informed decisions to grow your wealth.

Financial Snapshot

Presented as a concise summary of your financial status, your current assets and liabilities balance highlights key metrics for quick evaluation.

Monthly Net Worth Statistics

Gain insights into your financial progress with our Monthly Net Worth Statistics. Track your net worth changes over time and make informed decisions for your financial future.

Best Solution for Managing and Tracking Your Finances

All Your Current Assets in One Place

Track expenses, income, and account transactions for each individual account, card, stock, or cryptocurrency. The most convenient and detailed way to manage all your assets.

Asset Allocation Chart

A chart categorizing all your assets, by category or asset, offers a comprehensive view of your financial portfolio.

Monthly Income and Expense Chart

Keep track of your financial flow with a comprehensive chart showcasing your monthly income and expenses.

Clear Insight into Your Recent Incomes

Filter, group, or edit your incomes with ease. Everything is stored transparently and user-friendly for your convenience.

Income Sources

Effortlessly add income sources and gain statistics for each one.

Expense Categories

Track your expenses for each category and gain deeper insights into where your money is going.

Expense Control and Planning

Add expenses and set dates for subscriptions or planned expenses to receive notifications, and much more.

Inspiring Tools to Motivate and Guide You on the Path to Wealth Accumulation

Wishlist

Specify your goals, set key parameters, and track progress for each wish.

Savings

Manage all reserved funds for each goal and track progress with precision.

Resources & Tools

Financial widgets, resources table, and tools database to aid you in tracking and managing your finances.

Features that you'll
absolutely love

Your Shortcut to Efficiency

Streamline your workflow, navigate seamlessly, and manage your digital space easily – all with a simple click.

Dark & Light Mode

Effortlessly switch between modes for optimal visibility day or night, reducing eye strain for a comfortable Notion experience.

Video Tutorial Included

New to Notion? No problem. The video tutorial make it easy to start using the template even with no experience.

See What Others Users are Saying

They Loved it, we are sure you will too!
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Jose Colon

“Your templates are unique and easy to work around, and you can understand and learn how much you can get from Notion.I am trying to organise my life mainly around finance, personal projects. Massive Thank you I really recommend it!”

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Kauã Alves

“This simple design helps me a lot in tracking my finances I got to know many hidden or unnoted things on which I spend money uselessly

So, I would suggest that if you are starting your finance journey then this simple to understand and edit template would help you a lot”

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Hiedi Souza_

“Absolutely, I would recommend your product to a friend without any hesitation!

In fact, I have already been eagerly singing its praises to my friends and family 👏 “

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Spiro Flórez

“you have one of the most elaborate templates that I have seen. It is nicely structured and easy to use. I just am tweaking it for my use. I was looking for an analyzing system and an overview of my assets 

You gave the perfect base where I can tweak it for my use. definitely recommend it for others!!! “

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Irati Tamez

“Helpful, all in one collected solution. The price compared to the time that i should put in the work is absolutely genius, and worth it! 💜”

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Robin E. Lai

“I bought the Wealth Tracker. It is just the difference between an amateur and professional work 😉

It works great, and every single component is useful.

If you don’t want to spend days learning notion development and implementing it, this template is for you !”

🎉  Get $30 off Wealth Tracker with code "30OFF". Limited quantity offer!

Unlock Lifetime Access with One-time Payment.

Wealth Tracker

Track your spending, identify trends, and achieve your financial goals for lasting stability and well-being.

$95 $65

Get $30 OFF  with code
30OFF

(Limited quantity offer)

  • All-in-one Dashboard

  • Video and text Instructions

  • Lifetime access & updates

  • Customizable & easy-to-use

Frequently Asked Questions

Whatever your answer is, here are the most frequently asked questions.
Can I pay with Crypto?

Contact us support@traderssecondbrain.com, and we’ll send you the payment details.

How does this work?

After purchase, you’ll receive a link to duplicate the Wealth Tracker template into your Notion app.

What is a Notion template?

In Notion, any page can be made publicly available on the internet. It can also be set up so that others can duplicate it – i.e. add a copy of it into their own workspace.

Wealth Tracker is an expansive template which contains multiple pages and databases. 

When you duplicate Wealth Tracker into your own workspace, you’ll have an exact copy of it that you can then start using.

Do I need to pay for Notion to use this?

No. You only need a free Notion account to start using your Wealth Tracker.

Will I get free updates?

Absolutely. However, because this is a Notion template, you’re literally copying it into your own workspace. This means that updates won’t automatically apply to your version of Wealth Tracker.

Can I make changes to Wealth Tracker?

Wealth Tracker is a Notion template, which means it becomes yours the moment you add it to your workspace. From then on, you can make any tweaks that you want.

What if I still have questions?
Still have questions? Send a message to our email  support@traderssecondbrain.com
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