This Notion template is a comprehensive financial planner, primarily built around three main tables: Budget, Income, and Expenses.

Key Components

• Budget Table:
  This table defines your target expenses for the year (e.g., Rent, Groceries, Cell Phone) and assigns them to a broad
  Category
  (e.g., Home, Car, Personal). It includes preset expenses, but their values can be adjusted. This table is the blueprint for your monthly spending limits.
• Income Table:
  This component allows you to log all your income, assign amounts, dates, and categorize it by
  income source
  (e.g., Salary, Side Income, Cash Back).
• Expense Table:
  This is where you log all your daily transactions. It captures the expense
  Name, Amount, Date, the Credit Card or payment method used, and an Expense Category (which ties back to your budget).

Features

The template is structured to help you track your monthly finances and includes:

• Finance Review:
  A section to display your remaining balance per budget category and review previous monthly income and expenses.
• Navigation:
  A panel to easily jump between the Income, Expenses, Finance Review, and Budget pages.
• Charts:
  Visual representations of your income and expenses.
• iPhone Shortcut Compatibility:
  The template is designed to integrate with an iPhone widget, allowing for quick logging of expenses by connecting it via the Notion API.