Advanced Financial Planner

This Advanced Financial Planner is the key for financial freedom: plan, set and achieve financial goals, on top of the normal financial consolidation.

AFP comes with automatic universal reporting of your transactions, networth calculator, income, expenses and transfer tracker, category overview, goal and budget tracker, a financial planner with task management, assets and liabilities tracker and more.

• Automated networth calculator

• Automatic financial reports across the system

• Automatic category information with a detailed overview so you know where your money is going + reporting

• Organise categories in subcategories

• Account overview with specific information for each account

• Quickly add transactions with automations

• Next level income, expense, transfer and credit cards tracker

• Financial planning and task system with smart prioritization

• Urgency and importance tracking to help you organise when to act (automatic flavour text pops up to help you strategize)

• Goal tracker with money vault (accounts database) to help you fund your dreams

• View your goals on a beautiful visionboard

• Track your assets, investments, and liabilities

• Document tracker that your bookkeeper will love you for

• Special pages to help your data input and export

• Quickly organise your finances by year to track from 0 and facilitate tax compliance

• Output as many currencies as you need

• Use Notion calendar to view important financial information (use per view or an entire database)

• Use Notion's Mermaid block (free) to manually create graphs or use an external app (Free and paid) to automatically create graphs


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Currencies available:

Euro
Dollar (American, Australian, Canadian)
Pounds
Brazilian Reais (template NOT in Portuguese)