Net Worth templates

Taking control of your finances starts with tracking your net worth. Use Notion templates designed for tracking your net worth to get a clear picture of your financial health.

43 Templates
A template preview for Investment Journal Notion Template
A template preview for Net Worth Tracker
A template preview for Expenses and Incomes Tracker
A template preview for Simple Couples Budget (percentage split)
A template preview for Budget Tracker Pro
A template preview for The Trading Suite Pro
A template preview for Wealth and Goal Tracker - Net Worth Method
A template preview for Crypto OS
A template preview for Crypto Space
A template preview for Trading Workspace
A template preview for Ultimate Budget Tracker
A template preview for Insane Trading Workspace (crypto & forex)
A template preview for Trading Backtesting Tool
A template preview for Investment Tracker Template
A template preview for Personal Assets Tracker
A template preview for Net Worth Tracker
A template preview for Ultimate Finance Tracker
A template preview for Subscription Tracker
A template preview for Finance Tracker OS
A template preview for Tax Filing
A template preview for Crypto Investment Tracker
A template preview for Personal Finance Tracker, Money Management
A template preview for Notion Net Worth Tracker
A template preview for Smart Money Tracker: Budget Tracker Template for Notion

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Top 10 Net Worth Templates for Financial Advisors

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Top 10 Net Worth Templates

Notion
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FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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