Oreo

Explore Notion templates built for businesses that provide financial services to manage client accounts, track investments, and organize financial reports.

Notion Templates for Financial Services

Explore Notion templates built for businesses that provide financial services to manage client accounts, track investments, and organize financial reports. Leverage tools like portfolio trackers, budgeting templates, and client portals to streamline workflows and deliver top-tier services.

calculator

Financial Services

Take control of your finances with Notion's Personal Finance templates. Budget planners, expense trackers, trading journals, investment logs, and savings goals are all part of our suite, designed to help you manage your money smarter. Ideal for anyone looking to achieve financial stability and growth.

currency-coin

Personal Finance

Sites you won’t be able to live without

Student Life Templates

Embrace the full spectrum of student life with our Student Life templates. Whether it's organizing dorm essentials, tracking extracurriculars, or planning your next adventure, these templates are your ultimate companion for a balanced and enriching student experience.

child

Student Life

Curated for optimal efficiency and collaboration in the workspace

chart-line

Work

Start the semester off right

Tailored for students and their needs to achieve academic success

school

School

Embrace a more organized, productive, and fulfilled lifestyle

potted-plant

Life

Hi, I’m Oriana — I turn chaos into color‑coded clarity. I help you organize everything… down to the tiniest detail you didn’t even know needed organizing.

A modern, data‑driven finance dashboard for Notion that gives you full control of your personal finances. Track income, expenses, savings, categories, and monthly trends with a clean interface powered by an automated transaction database.

Top categories

All templates