FinanceOS
Take full control of your financial life.
FinanceOS turns your Notion workspace into a powerful financial system — helping you track, manage, and understand your money with total clarity.
🧭 All-in-One Financial System
Gain instant insight into every part of your finances.
From accounts and income to investments, debts, and subscriptions — FinanceOS centralizes everything into one connected system.
⚙️ Smart Automation, Zero Effort
FinanceOS updates your Net Worth, Balances, and Reports automatically as you log your transactions.
No more manual tracking — just clear, real-time data.
Key Features:
📊 Unified Financial Dashboard – View your complete financial picture in one screen.
🏦 Manage Unlimited Accounts – Track bank accounts, wallets, or investment funds.
💰 Track Income & Expenses – Log every transaction with precision and context.
📈 Monitor Investments – Keep tabs on value, ROI, and gains/losses automatically.
💳 Stay on Top of Debts – Manage loans and payments efficiently.
🔄 Automate Recurring Payments – Subscriptions and bills handled seamlessly.
🎯 Define Financial Goals – Save, invest, and achieve with purpose.
💸 Transfer Funds Instantly – Move money between accounts and keep everything balanced.
📱 Optimized for Mobile – Manage your finances from anywhere with the Phone Bank view.
Why FinanceOS
🔍 Tailored for Real Use – Built for individuals and entrepreneurs who want full financial visibility.
🧩 Flexible & Scalable – Works perfectly for personal finances or multi-account business setups.
🚀 Instant Start – No setup hassle. Open the template, click “Guide,” and begin.
💬 Ongoing Updates – Continuous improvements to stay ahead of your financial needs.
💡 Your Only Goal
Make sure your Net Worth keeps growing — everything else is handled by the system.
🧭 Walkthrough
Follow the step-by-step Guide inside the template to complete your setup — from choosing your currency to reading your full Financial Report.
🎥 You can also follow along with the official YouTube walkthrough, where every feature and automation is explained in detail.
❓ Need Help?
Have any questions or feedback?
Reach out anytime at its4stral@gmail.com.