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.

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Financial Services

Manage your finances with Notion's Budgets templates. Track expenses, plan budgets, and set financial goals. Designed for individuals and families committed to financial health and achieving their saving objectives.

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Budgets

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.

Personal Finance

Curated for optimal efficiency and collaboration in the workspace

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Work

Start the semester off right

Tailored for students and their needs to achieve academic success

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School

Embrace a more organized, productive, and fulfilled lifestyle

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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.

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