All-in-One Free Personal Finance and Wealth Tracker

Free to Download!

Take full control of your finances with this completely free, all-in-one Notion template designed specifically for Filipinos. Whether you're budgeting, paying off debt, building wealth, or just trying to stay organized, this tool helps you manage every part of your financial life in one powerful, easy-to-use dashboard.

This isn't just a tracker. It's a complete money management system that combines clean organization, smart automations, and practical insights, allowing you to focus less on spreadsheets and more on reaching your financial goals.

TL;DR, This is a massive template update, and it might look overwhelming at first. So here's a quick breakdown of the key features to help you see what's inside at a glance.

What's Inside (and Why It's So Powerful)

Dedicated Mobile Dashboard

Managing your money on the go has never been easier. This minimalist dashboard is tailored for mobile use and perfect for logging expenses, updating balances, or checking your daily budget while you're out and about. Quick buttons and streamlined views make this a practical everyday companion.

Net Worth Calculator

Get a complete, real-time snapshot of your financial health.

This section automatically calculates your Net Worth by consolidating all balances from your bank accounts, term deposits, investments, debts, and credit cards. The dashboard includes:

• A Total Balance Breakdown segmented by account type (Bank, Term Deposit, Investments, Debt, and more)
• Currency support for both PHP and USD with customizable forex rates
• Automatic calculation of:
  • Total Assets – the total value of everything you own
  • Post-Expense Balance – your assets minus current obligations and credit dues
  • Net Worth – what you truly own after all liabilities
• Goal-setting tools and a "Monthly Logs" button to track progress over time

Each value updates as you make changes elsewhere in the system, making this one of the most actionable and insightful views of your finances.

Monthly Summary & Task Completion Tracker

Track your month at a glance. This section gives you a birds-eye view of:

• Total income, expenses, and savings for each month
• Your month-end balance and net worth trend
• A built-in completion tracker to mark off important money tasks (like paying bills, updating logs, or reviewing your budget)

This keeps you accountable and organized all month long.

Track Bank Accounts Balances and Multiple Accounts

Track balances across all your traditional and digital banks in one centralized view. With PHP and USD currency support, you can monitor all your balances in one place.

Each bank account entry can include the latest balance, bank type (e.g., savings, checking, digital), and now with specific savings goals. Whether you're building an emergency fund or saving for a big purchase, you can set and visually track progress toward your targets.

Track Monthly Credit Card Dues with Ease

Never miss a due date again.

Track your credit card balances, due dates, and payment history. When you settle a bill, a new log is automatically created for accountability. This section simplifies how you manage monthly repayments, letting you edit and reuse your credit card details efficiently for the next cycle.

Monitor Income

Log your income in detail—from salaries and bonuses to side gigs and passive earnings. Categorize each entry and automatically see total income per month, making it easier to track financial inflows and plan for growth.

Easy Expenses Tracking

Record and categorize your monthly expenses, from bills and groceries to subscriptions and entertainment. This section makes it easy to stay within budget and review spending habits.

Track Debts and Loans

Keep a clean record of your outstanding debts, loans, or borrowed amounts. Track repayments, remaining balances, and interest, and mark items as completed when paid off. A great tool to help you move closer to financial freedom.

Manage Term and Time Deposits

Easily log and monitor fixed-term and time deposit products across banks and digital institutions.

This section allows you to record the placement amount, start and maturity dates, interest rates, and earned interest. It's perfect for tracking passive savings growth and ensures you don't lose track of maturing placements.

Manage Your UITF Investments

Track your investments clearly and efficiently. Designed for Filipino investors, this section lets you input your stocks, UITF or mutual fund holdings, track NAVPU and number of units, and even see your current gains based on the latest NAVs. Supports peso and dollar investments from banks like BPI, RCBC, and more.

Automations and To-Do Lists

Smart reminders help you stay consistent. Built-in checklists and recurring tasks ensure you're always updating your finances on time, whether it's logging your salary, checking NAVPU, or reviewing your monthly budget. The automation aims to improve your monthly tracking habits and to help you build wealth.

Top-Rated and Completely Free

Thank you for checking out the Personal Wealth Tracker!

This template was designed to help you take control of your money, reduce financial stress, and feel more confident with every peso you earn, spend, or invest. I hope it supports you throughout your financial journey and makes managing and growing your wealth feel not just doable, but empowering.

Let’s build wealth together, one smart habit at a time. 💛