Savings Funds are an important part of our life and effective tracking our savings is crucial for a transparent financial overview when it comes to building long term funds for your future.
This has several benefits such as Financial Security, Reduced Stress, Goals Achievement, Future Planning and much more.
In this post, we are going to discuss how you can use this Savings Funds Tracker developed in Notion that helps you following:
- Setting a Savings Goal for a Fund,
- Assessing Total Savings made over time,
- Savings to the Targeted Amount (in %),
- Quick Action buttons to add savings and create contributions and much more
In order to use this dashboard we need to set up the savings funds categories at first before proceeding with the savings transactions.
But before that let’s have a quick overview of the Savings Funds Tracker to get an idea of how exactly it will operate.
How to download the Notion Savings Funds Tracker
Click Here to download Notion Savings Funds Tracker.
Overview of the Savings Funds Tracker
Savings Funds Dashboard
The Savings Funds Dashboard has 2 different views which serve their own purpose.
1. Savings Target
This shows the following basic details about the savings categories:
- Type of Savings Category added (such as Education Fund, Car Fund etc).
- Target Amount set for Savings (such as $10000 for Emergency Fund as shown above).
2. Savings Overview
This shows the following details of different savings:
- Total Savings Made till date,
- Targeted Savings Amount,
- Savings as compared to the Target Amount (in %)
3. Savings Funds Transactions
This shows the savings transactions details as you make savings in due course of time.
Under each of the savings transactions added we get to see the following properties of each transaction:
- Date – Shows the date of the savings made.
- Details – Shows the details of the savings made.
- Savings Funds – Shows the category of the savings (such as Travel Fund, Car Fund etc).
- Savings Amount – Allows you to enter the savings amount for the desired savings.
Note: Quick Buttons allows you to add Savings through the “Add Savings” button and it allows you to add a savings transaction through the “Add Transaction” button.
More Templates : How to track debt payment details in Notion
Summary
This template is super helpful and can be customized as per user’s needs to keep track of savings for personal needs as a personal savings tracker.
Click Here to download and start using Notion Savings Funds Tracker right now.
FAQ’s
Here’s some of the most commonly asked questions on using Notion template:
1. Does this work on the free version of Notion?
Yes. Once you’ve made the purchase, you will get a link to duplicate this to your Notion workspace. You don’t need to be on Notion’s Personal Pro plan to use it.
2. Can I change the currency of the template?
Yes, Notion supports a lot of currencies and you can customize this template to your preferred currency.
3. Do you offer customization or other support, if something is needed to suit my specific use case?
Yes. Reach out to me at notionformyuse@gmail.com to know more.
4. Does the template contain Notion Formulas 2.0?
Yes, all the templates are upgraded to Notion Formula 2.0 (by default).
5. Can I share this template?
This Notion template comes with a personal license for individual use. Feel free to use the template with your internal team. But please do not share it with other individuals.
6. What will happen after my purchase?
Right after your purchase, you will be made available with the link to download the template. After downloading the template, you will be able to duplicate it in your own workspace. You’ll also receive an email with the link to the template and other relevant files.
7. Is there a refund policy?
Yes, If you feel that the template hasn’t provided you with any value, write to us & we’ll give you a refund within the first 30 days of purchase. We’re passionate about making products people find value in and we’re confident in the value of this.