Description
Know your numbers, every single month.
What’s inside
- At a glance: four live tiles for Revenue this month, Costs this month, Profit this month and Owed to you. They always show the month you are in, with no filters to change.
- Three live charts: where your costs go (by category), profit month by month, and billed per client.
- Five short sections underneath: Invoices & who owes you, Money in, Money out, Profit & tax, Budgets & accounts.
- Income: every payment linked to its invoice, category, month and account, with a suggested tax set-aside per payment
- Expenses: vendor, category, payment method, receipt upload, tax-deductible checkbox and a "receipt missing" flag
- Invoices: automatic status (Draft, Open, Part paid, Overdue, Paid), balance and days overdue; partial payments supported
- Clients: billed, paid, outstanding, overdue, last invoiced and payment health per client
- Monthly P&L: revenue, costs, profit, margin %, revenue goal progress and a tax reserve for each month
- Categories: monthly budget, spent this month, budget left and On track / Close to limit / Over budget status
- Tax Set-Aside: quarterly estimate rolled up from monthly profit, still to pay, due-date countdown
- Subscriptions & Bills: cycle, next due date, monthly equivalent and annual cost
- Accounts: live balance for checking, savings, credit card and payment processor
- Start Here guide: 7 setup steps, how the dashboard works, how everything connects, weekly and monthly money routine, FAQ
- A small, tidy set of sample data (September and October) that adds up, so you can see it working, then delete it in a minute
What you get
- Instant download: a PDF with your template link (duplicate it into your Notion workspace in one click)
- Step-by-step Setup Guide inside the template (Start Here page) and as a PDF
Requirements
- A Notion account (the free plan works)
- Desktop, tablet or phone
Organising tool only, not financial, tax or accounting advice.
Digital download: no physical item is shipped. Notion is a trademark of Notion Labs, Inc.; this is an independent template. Sample data is fictional.
New to Notion? Start free here (affiliate link: we may earn a commission at no extra cost to you).
